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Senior Retail Investment Research Analyst - Global Manager Research

Company: Wells Fargo
Location: Charlotte
Posted on: November 26, 2022

Job Description:

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 We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Keywords: Wells Fargo, Charlotte , Senior Retail Investment Research Analyst - Global Manager Research, Executive , Charlotte, North Carolina

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