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Senior Retail Investment Research Analyst - Operational Due Diligence
Senior Retail Investment Research Analyst - Operational Due DiligenceMissouri Staffing • Saint Louis, MO, US
Senior Retail Investment Research Analyst - Operational Due Diligence

Senior Retail Investment Research Analyst - Operational Due Diligence

Missouri Staffing • Saint Louis, MO, US
3 days 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 operational due diligence research on new and existing investment firms on GMR's list
  • Assist investment analysts in sourcing and adding strategies to GMR's recommended list
  • Evaluate third party investment firms through an operational lens
  • 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 firms
  • Cover a universe of third party investment firms, 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, education
  • Desired Qualifications :

  • Experience in money manager research, particularly on the operational due diligence side
  • 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.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

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

    Wells Fargo Recruitment and Hiring Requirements

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    Req Number : R-496448

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    Investment Analyst • Saint Louis, MO, US

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