Senior Retail Investment Research Analyst - Operational Due Diligence

Wells Fargo • St. Louis, MO

7d • Hybrid

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 evaluates third-party firms from an operational perspective. The analyst also supports investment analysts in sourcing strategies for GMR’s recommended list, conducts risk analysis, and prepares communications for the field, including manager-rating changes, manager updates, and topical white papers. The position covers a universe of third-party investment firms according to GMR’s stated process.

The role follows a hybrid schedule of three days in the office and two days remote, with travel of up to 15% of the time. Locations are Charlotte, North Carolina, and Saint Louis, Missouri. This position is not eligible for visa sponsorship.

Requirements

• At least 4 years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.

Nice To Haves

• Experience in money manager research, particularly operational due diligence.
• Experience writing commentary for various audiences.
• Proficiency with Microsoft 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 to 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed