Senior Retail Investment Research Analyst - Global Manager Research
- Employer
- Wells Fargo
- Location
- Saint Louis, Missouri
- Salary
- Competitive Salary and incentive eligible
- Posted
- Nov 29, 2022
- Closes
- Dec 16, 2022
- Ref
- R-229989
- Job Function
- Equities Research: Buy Side, Equities Research: Sell Side, Fixed Income Research: Buy Side, Fixed Income Research: Sell Side
- Industry Sector
- Brokerage
- Employment Type
- Full Time
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
Apply online at www.wellsfargojobs and search for job opening R-229989