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
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