Lead Retail Investment Research Analyst

About this role:

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

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
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$96,600.00 - $171,800.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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

Posting End Date:

25 May 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity