Senior Retail Investment Research Analyst

Wells Fargo Bank • Charlotte, NC

5d

About The Position

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR’s evaluation criteria Work under direction of experienced analysts

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 with mutual funds, separately managed accounts and exchange traded products
• 4+ years of advanced financial analytical experience with high attention to detail and accuracy
• 4+ years of overall investment experience
• Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
• Experience in money manager research including writing investment research reports or commentary
• Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
• Excellent verbal, written, and interpersonal communication skills
• Chartered Financial Analyst (CFA) designation
• A BS/BA degree or higher in business, finance, economics, accounting or engineering
• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Responsibilities

• Conduct equity manager research
• Manage a category of mutual funds or client accounts
• Make buy, sell, and hold recommendations
• Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
• Asset class research coverage (equities), which includes maintaining a high-conviction list of products
• Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
• Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
• Conducting onsite due diligence pursuant to GMR’s evaluation criteria
• Work under direction of experienced analysts

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees