About this role:
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Conduct equity manager research
Manage a category of mutual funds or client accounts
Make buy, sell, and hold recommendations
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
Asset class research coverage (equities), which includes maintaining a high-conviction list of products
Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
Conducting onsite due diligence pursuant to GMR’s evaluation criteria
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 with mutual funds, separately managed accounts and exchange traded products
4+ years of advanced financial analytical experience with high attention to detail and accuracy
4+ years of overall investment experience
Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
Experience in money manager research including writing investment research reports or commentary
Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
Excellent verbal, written, and interpersonal communication skills
Chartered Financial Analyst (CFA) designation
A BS/BA degree or higher in business, finance, economics, accounting or engineering
Job Expectations:
Ability to travel up to 10% of the time
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
2801 Market Street – Saint Louis, MO 63103
550 S. Tryon Street - Charlotte, NC 28202
Required location listed above. Relocation assistance is not available for this position.
