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Senior Retail Investment Research Analyst - Global Manager Research

Employer
Wells Fargo
Location
Saint Louis, Missouri
Salary
Competitive Salary and incentive
Closing date
Dec 16, 2022

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Job Function
Hedge Funds, Private Equity/Venture Capital, Other
Industry Sector
Brokerage
Employment Type
Full Time

Job Details

About this role:

Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research 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 Alternative Investments research
  • Assist experienced analysts or portfolio managers in studies of industry groups
  • Evaluate individual securities, classes of securities, or the development of quantitative decision making models
  • Manage a category of Alternative Investments
  • 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 products
  • Make buy, sell, and hold recommendations
  • Work under direction of experienced analysts

Required Qualifications:

  • 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
  • Experience in money manager research
  • Experience analyzing Alternative Investments
  • Experience writing investment commentary for various audiences
  • Experience working with Morningstar Direct and FactSet
  • 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

Job Expectations:

  • Hybrid work schedule (3 days in office and 2 days remote)
  • Ability to travel up to 15% of the time
  • This position is not eligible for Visa sponsorship

Locations:

  • 401 S. Tryon Street - Charlotte, NC
  • 1 N. Jefferson Avenue - St. Louis, MO

Apply online at www.wellsfargojobs.com and search job opening: R-229985

Company

Our people are our competitive advantage. Wells Fargo's 150,000 team members come from diverse backgrounds and cultures offering a unique understanding of our customers. Learn more about our approach to making Wells Fargo the company everyone wants to work for. Every two years, Wells Fargo team members participate in an independent employee satisfaction survey called Voice of the Team, and management uses those results to prioritize initiatives and continuously improve our work environment. By creating an inclusive workplace that’s diverse in age, education, ethnic origin, lifestyle, ability, race, religion, and sexual orientation, we benefit our business, our customers, and our communities. And it makes it a great work environment. We’ve received numerous awards, but we believe that achieving diversity is a journey, not a destination. Read more about diversity at Wells Fargo. Our Commitment to Community Wells Fargo, the Wells Fargo Foundation, and our thousands of team member volunteers genuinely care about our communities and take time to make a difference. We’re proud to lend a hand and touch individual lives. The progressive culture and dedicated team members of Wells Fargo lead to our continuous success as a diversified financial services company. Rated the only publicly traded "Aaa" bank in the U.S., Moody's Investors Service Ranked among the top 50 in revenue among all companies in all industries, Fortune Ranked the 12th largest U.S. corporation in a composite ranking of revenue, profit, assets and market value, Forbes 23rd among all companies in all industries based on sales, profit, and stockholder return, BusinessWeek

Company info
Location
Wells Fargo
1700 Lincoln Street, 48th Floor
Denver
CO
80203
US

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