Senior Retail Investment Research Analyst - Global Manager Research

Wells Fargo
Saint Louis, Missouri
Competitive Salary and incentive
29 Nov 2022
16 Dec 2022
Industry Sector
Employment Type
Full Time

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

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


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

Apply online at and search job opening: R-229985

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