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R-229989 Senior Retail Investment Research Analyst - Global Manager Research

Wells Fargo Charlotte, États-Unis
Mise en ligne il y a 5 jours Hybride CDI 90k - 100k
B
Mise en ligne par
Bridget Tennity-todd
Recruiter
Investment Manager Research: Covers jobs responsible for conducting quantitative and qualitative analyses on investment managers and developing research reports. Jobs are responsible for identifying investment opportunities, covering all key sectors of the economy.

 

About this role:

Wells Fargo is seeking a Senior Retail Investment Research Analyst in Global Manager Research as part of Wealth & Investment Management.   Learn more about the career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Conduct Equity or Fixed Income research studies
  • Assist experienced analysts or portfolio managers in studies of industry groups
  • Evaluate individual securities, classes of securities, or the development of quantitative decision making models
  • Manage a category of third-party investment strategies
  • Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
  • Perform risk analysis on third-party investment products
  • Make buy, sell, and hold recommendations
  • Work under direction of experienced analysts

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 performing qualitative and quantitative analysis, including statistical and performance analytics on investments
  • Experience in money manager research
  • Experience analyzing Closed-End funds
  • Experience writing investment commentary for various audiences
  • Experience working with Morningstar Direct and FactSet
  • Microsoft Excel skills
  • Ability to create and deliver dynamic presentations
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • Hybrid work schedule (3 days in office and 2 day remote)
  • Ability to travel up to 15% of the time
  • This position is not eligible for Visa sponsorship

Locations:

  • 401 S. Tryon Street -Charlotte, NC
  • 1 N. Jefferson Avenue - St. Louis, MO
Référence  R-229989
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