Senior Retail Investment Research Analyst

Lead Retail Investment Research Analyst

Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research (GMR) as part of Wealth & Investment Management.

In this role, you will:

• 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

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.

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.

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.

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

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.