Wells Fargo

Wealth Investment Solutions Analyst – Global Asset Allocation

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Charlotte • Montana • North Carolina • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Partner with investment strategists to present written evaluation and charts including client approved publications
  • Produce stock market commentary, market and economic reports for investment professionals and their clients
  • Support the Investment Strategists in performing economic and market evaluation
  • Contribute to the development of updated commentary for Market Charts
  • Support the delivery of thematic-based research

Requirements

  • 2+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to convey complex market and economic concepts in an easy to digest format
  • Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message
  • Experience writing, copy-editing and production of investment research
  • Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
  • Experienced in chart creation and data visualization
  • Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or FactSet applications
  • Intermediate Microsoft Excel skills with experience in charting, data analysis, and data visualization
  • CFA or demonstrated progress towards CFA
  • A BS/BA degree or higher in business, finance, statistics or economics
  • Ability to work effectively, as well as independently, in a team environment
  • Strong communications skills across written and verbal platforms.
Benefits
  • Drug and Alcohol Policy
  • Equal Opportunity Employment
  • Accommodation for applicants with disabilities
Applicant Tracking System Keywords

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

Hard Skills & Tools
investment researchdata visualizationchart creationcopy-editingdata analysismarket evaluationeconomic evaluationwritingpreparation of strategy conceptsexecution of proposals
Soft Skills
detail-orientedability to convey complex conceptsstrong communication skillsability to work independentlyteamwork
Certifications
CFABS/BA degree in businessBS/BA degree in financeBS/BA degree in statisticsBS/BA degree in economics