Senior Retail Investment Research Analyst - Global Manager Research

About this role:

Wells Fargo is seeking a Senior Retail Investment Research Analyst in Global Manager Research 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 Equity or Fixed Income research studies
• 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 third-party investment strategies
• 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 Closed-End funds
• 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 day 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