Senior Retail Investment Research Analyst
About The Position
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. 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, and evaluate third-party investment firms through an operational lens. You will also draft communications to the field, including those related to changes in money manager ratings, manager updates, and topical white papers, and perform risk analysis on third-party investment firms, covering 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
Benefits
- Wells Fargo is an equal opportunity employer.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
