Wells Fargo Lead Retail Investment Research Analyst United States, Missouri, Saint Louis 823317716
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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
Assisting in the management of key workflow initiatives
Assisting in the training of junior level analysts
Delivering presentations related to the activities of GMR to internal team members as well as occasionally to field investment professionals and their clients
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:
Experience with mutual funds, separately managed accounts and exchange traded products
5+ years of advanced financial analytical experience with high attention to detail and accuracy
5+ 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.
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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