Global Investment Strategy Associate
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Montana • North Carolina • United States
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About the role
- Participate in performing economic and market evaluation to support the formulation of asset allocation guidance under the guidance of senior analysts
- Track model portfolio performance and contribute to a variety of reports for both internal and external audiences
- Develop charts and support portfolio optimization and other quantitative analysis
- Prepare and present team analysis and recommendations to various audiences
- Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
- Support, develop, and recommend strategies
- Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications
Requirements
- 6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor’s degree or higher in Business, Finance, Economics, or a related field
- Strong analytical skills, with the ability to synthesize complex findings into clear, executive‑level communications
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively both independently and in a collaborative team environment
- Intermediate Microsoft Excel skills
- Knowledge and understanding of investment research, including portfolio analysis and/or quantitative finance
- Experience using investment research platforms, such as Bloomberg, Morningstar, or FactSet
- Experience with data analysis and visualization tools, including R, Python, and Tableau
- Knowledge of digital currencies and related financial markets
- CFA
Benefits
- None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
quantitative analysisportfolio optimizationstatistical evaluationinvestment researchdata analysisdata visualizationfinancial analysiseconomic evaluationasset allocationportfolio analysis
Soft Skills
analytical skillsexecutive-level communicationverbal communicationwritten communicationinterpersonal communicationcollaborative teamworkindependent work
Certifications
CFA