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Wells Fargo · 5 hours ago

Senior Retail Investment Research Analyst - Operational Due Diligence

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. The role involves conducting operational due diligence research on investment firms, assisting in sourcing strategies, and performing risk analysis on third-party firms.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Conduct Operational Due Diligence research on new and existing investment firms on GMR's list

Assist investment analysts in sourcing and adding strategies to GMR's recommended list

Evaluate third party investment firms through an operational lens

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 firms

Cover a universe of third party investment firms, following GMR's stated process

Qualification

Retail Investment ResearchOperational Due DiligenceMicrosoft ExcelAnalytical SkillsCommunication SkillsPresentation SkillsAttention to DetailTime Management

Required

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