Lead Investment Research Analyst - Investment Due Diligence
About The Position
About this role: Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Performing initial and ongoing due diligence on third-party investment products, asset class research coverage, which includes maintaining a high-conviction list of products in the assigned asset classes Create and deliver presentations to business partners and Financial Advisors Responding to inquiries about the recommendations and/or selection methodology used on products under coverage, drafting communications to the field, conducting onsite due diligence, and performing risk analysis on third-party investment products Assisting in the management of key workflow initiatives Assisting in the training of junior level Analysts
Requirements
- 5+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
- Experience analyzing alternative investment strategies including hedge funds and private capital
- Experience in conducting alternative investment manager research
- Experience working with alternative investment databases
- Ability to create and deliver dynamic presentations
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Excellent verbal, written, and interpersonal communication skills
- A BS/BA degree or higher in one of the following statistical related fields: applied mathematics, statistics, finance, economics, or engineering
- Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation or demonstrated progress toward the designation
- Ability to travel up to 15% of the time
Responsibilities
- Performing initial and ongoing due diligence on third-party investment products, asset class research coverage, which includes maintaining a high-conviction list of products in the assigned asset classes
- Create and deliver presentations to business partners and Financial Advisors
- Responding to inquiries about the recommendations and/or selection methodology used on products under coverage, drafting communications to the field, conducting onsite due diligence, and performing risk analysis on third-party investment products
- Assisting in the management of key workflow initiatives
- Assisting in the training of junior level Analysts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
