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Senior Retail Investment Research Analyst - Investment Due Diligence
Senior Retail Investment Research Analyst - Investment Due DiligenceCharlotte Staffing • Charlotte, NC, US
Senior Retail Investment Research Analyst - Investment Due Diligence

Senior Retail Investment Research Analyst - Investment Due Diligence

Charlotte Staffing • Charlotte, NC, US
11 hours ago
Job type
  • Full-time
Job description

Senior Retail Investment Research Analyst

Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. In this role, you will :

  • Conduct investment due diligence research on new and existing third-party alternative investment strategies such as hedge funds and / or private capital
  • Assist experienced investment analysts in sourcing and adding strategies to GMR's recommended list
  • 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 strategies in the alternative asset class
  • Cover a universe of alternative investments, following GMR's stated process

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, or education
  • Desired qualifications :

  • Experience in money manager research, particularly on alternative investments
  • Experience writing commentary for various audiences
  • 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 Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

  • Third-party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  • Req Number : R-496438

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    Investment Analyst • Charlotte, NC, US

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