Lead Retail Investment Research Analyst

4 weeks ago

Des Moines, United States CFA Institute 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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