Senior Retail Investment Research Analyst
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Montana • North Carolina • United States
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Job Level
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Retail Investment ResearchOperational Due DiligenceRisk AnalysisMoney Manager ResearchWriting CommentaryMicrosoft ExcelDynamic PresentationsAnalytical SkillsAttention to Detail
Soft Skills
PrioritizationMeeting DeadlinesGoal AchievementWorking Under PressureVerbal CommunicationWritten CommunicationInterpersonal Communication