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Wells Fargo · 1 day ago

Lead Investment Research Analyst - Investment Due Diligence

SAINT LOUIS, MO

Full-time

Hybrid

Senior Level

5+ years exp

Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. The role involves performing due diligence on third-party investment products, creating presentations, managing workflow initiatives, and training junior analysts.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Performing initial and ongoing due diligence on third-party investment products, asset class research coverage, which includes maintaining a high-conviction list of products in the assigned asset classes

Create and deliver presentations to business partners and Financial Advisors

Responding to inquiries about the recommendations and/or selection methodology used on products under coverage, drafting communications to the field, conducting onsite due diligence, and performing risk analysis on third-party investment products

Assisting in the management of key workflow initiatives

Assisting in the training of junior level Analysts

Qualification

Retail Investment ResearchQualitativeQuantitative AnalysisAlternative Investment StrategiesAlternative Investment DatabasesDynamic PresentationsCFACAIA DesignationStatistical AnalysisRisk AnalysisInterpersonal CommunicationTime Management

Required

5+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education