Senior Retail Investment Research Analyst

2 days ago

Charlotte, United States Charlotte Staffing Full time

Senior Retail Investment Research AnalystWells 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 capitalAssist experienced investment analysts in sourcing and adding strategies to GMR's recommended listDraft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papersPerform risk analysis on third-party investment strategies in the alternative asset classCover a universe of alternative investments, following GMR's stated processRequired 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 educationDesired qualifications:Experience in money manager research, particularly on alternative investmentsExperience writing commentary for various audiencesMicrosoft Excel skillsAbility to create and deliver dynamic presentationsStrong analytical skills with high attention to detail and accuracyAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentExcellent verbal, written, and interpersonal communication skillsJob expectations:Hybrid work schedule (3 days in office and 2 days remote)Ability to travel up to 15% of the timeThis position is not eligible for visa sponsorshipLocations:401 S. Tryon Street - Charlotte, NC1 N. Jefferson Avenue - St. Louis, MOWe Value Equal OpportunityWells 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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