Lead Retail Investment Research Analyst

Found in: beBee S US - 1 week ago

Saint Louis, United States Wells Fargo Full time

About this role:

Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment Management (WIM). This role will support investment research for equities where you will be responsible for providing timely, well-supported advice on equities income securities to retail Financial Advisors and Wealth Managers. Advice and guidance on equity securities is delivered through written publications and personal interactions with Financial Advisors. The role will also support additional internal partners as a subject matter expert on equities. Learn more about the career areas and lines of business at wellsfargojobs.com.  


In this role, you will:

Researching of individual securities to isolate critical variables and formulate sound investment advice by gathering, reading, and analyzing information Presenting commentary and equity sector advice to portfolio management teams within other Wells Fargo lines of business that have established relationships with GSR Covering at least one equity sector and potentially more Managing or co-managing one of WFII’s equity recommended lists Proactively responding to developments/news of high interest to retail financial advisors & clients Reviewing of financial documents, news reports, press releases and regulatory filings and other event notices to determine the scope of the event and any action that needs to be taken by the FA/client Communicate risk suitability recommendations for WFA’s Equity Capital Markets Committee Compiling fundamental and economic data Performing financial analysis Developing and maintaining databases and forecasts to evaluate appropriate valuations Writing research reports to reflect company, sector, and market developments

Required Qualifications:

5+ 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:

5+ years' experience in investment research related to equity, municipal bond or corporate bond Experience covering the Financials sector Experience speaking with Financial Advisors to answer questions and deliver guidance related to individual investment securities Experience publishing clear and concise research publications on equities for either internal company use or for broader publication Demonstrated ability to identify and execute on sound investment decisions on individual securities Knowledge and understanding of investment research, portfolio analysis or quantitative finance Knowledge and understanding of Investment tools such as Bloomberg or Factset applications Proficient in MS Excel and MS Word Detail-oriented with strong analytical and organizational skills Able to work in a highly collaborative and flexible environment Chartered Financial Analyst (CFA) and/or MBA

Job Expectations:

This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Relocation is not available for this role

Work Location:

1 North Jefferson Street - St. Louis, MO 63103

 

 

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