Senior Retail Investment Research Analyst - Operational Due Diligence

Wells Fargo • St. Louis, MO

1d • Hybrid

About The Position

Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list Assist investment analysts in sourcing and adding strategies to GMR’s recommended list. Evaluate third party investment firms through an operational lens Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers Perform risk analysis on third-party investment firms Cover a universe of third party investment firms, following GMR’s stated process.

Requirements

• 4+ 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 in money manager research, particularly on the operational due diligence side.
• Experience writing commentary for various audiences
• Microsoft Excel skills
• Ability to create and deliver dynamic presentations
• Strong analytical skills with high attention to detail and accuracy
• 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

Responsibilities

• Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
• Assist investment analysts in sourcing and adding strategies to GMR’s recommended list.
• Evaluate third party investment firms through an operational lens
• Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
• Perform risk analysis on third-party investment firms
• Cover a universe of third party investment firms, following GMR’s stated process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees