Senior Retail Investment Research Analyst - Operational Due Diligence
About The Position
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Operational Due Diligence Team within Wealth & Investment Management. The role conducts operational due diligence research on new and existing investment firms and supports investment analysts in sourcing and adding strategies to GMR’s recommended list. It evaluates third-party investment firms from an operational perspective, performs risk analysis, and covers a universe of firms in accordance with GMR’s stated process. The analyst also drafts communications for the field, including updates on money manager rating changes, manager updates, and topical white papers. The position follows a hybrid schedule of three days in the office and two days remote, with travel of up to 15% of the time. The listed locations are Charlotte, North Carolina, and Saint Louis, Missouri. The position is not eligible for visa sponsorship.
Requirements
- 4+ years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
- Ability to travel up to 15% of the time.
Nice To Haves
- Experience in money manager research, particularly operational due diligence.
- Experience writing commentary for various audiences.
- Proficiency with MS Office, including Teams, Word, Excel, and PowerPoint.
- Ability to create and deliver dynamic presentations to Senior Leaders.
- 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 for the field, including communications about money manager rating changes, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
