Wells Fargo

Senior Retail Investment Research Analyst – Operational Due Diligence

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Montana • North Carolina • United States

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Job Level

Senior

About the role

  • 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.

Requirements

  • 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in money manager research, particularly on the operational due diligence side
  • Experience writing commentary for various audiences
  • 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.
Benefits
  • Hybrid work schedule (3 days in office and 2 days remote)
  • Ability to travel up to 15% of the time
  • Equal opportunity employer
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Operational Due DiligenceRetail Investment Researchmoney manager researchrisk analysisMicrosoft Excelwriting commentarydynamic presentationsanalytical skillsattention to detail
Soft Skills
ability to prioritize workmeet deadlinesachieve goalswork under pressureverbal communicationwritten communicationinterpersonal communication