Global Investment Strategy Associate

Wells Fargo & Company • St. Louis, MO

1d

About The Position

About this role: Wells Fargo is seeking a Global Investment Strategy Associate (Wealth Investment Solutions Associate) to join the Wells Fargo Investment Institute. The Global Investment Strategy (GIS) team offers investment guidance to investment professionals and clients. The GIS team strives to deliver accurate, timely and easy-to-understand investment strategy and research to help investors identify potential opportunities in financial, real estate, and commodity markets, and in hedge fund and private capital strategies. The associate partners with senior investment analysts and strategists formulating asset allocation guidance, tracking performance of model portfolios, and contributing to a variety of reports for internal and external audiences covering topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. In this role, you will: Participate in performing economic and market evaluation to support the formulation of asset allocation guidance under the guidance of senior analysts Track model portfolio performance and contribute to a variety of reports for both internal and external audiences Develop charts and support portfolio optimization and other quantitative analysis Prepare and present team analysis and recommendations to various audiences Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis Support, develop, and recommend strategies Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

Requirements

• 6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

• Bachelor’s degree or higher in Business, Finance, Economics, or a related field
• Strong analytical skills, with the ability to synthesize complex findings into clear, executive‑level communications
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively both independently and in a collaborative team environment
• Intermediate Microsoft Excel skills
• Knowledge and understanding of investment research, including portfolio analysis and/or quantitative finance
• Experience using investment research platforms, such as Bloomberg, Morningstar, or FactSet
• Experience with data analysis and visualization tools, including R, Python, and Tableau
• Knowledge of digital currencies and related financial markets
• CFA

Responsibilities

• Participate in performing economic and market evaluation to support the formulation of asset allocation guidance under the guidance of senior analysts
• Track model portfolio performance and contribute to a variety of reports for both internal and external audiences
• Develop charts and support portfolio optimization and other quantitative analysis
• Prepare and present team analysis and recommendations to various audiences
• Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
• Support, develop, and recommend strategies
• Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level