Senior Retail Investment Research Analyst - Investment Due Diligence, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
St. Louis

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. The role involves conducting investment due diligence research on third-party alternative investment strategies.

Job Responsibility:

Conduct Investment Due Diligence research on new and existing third-party alternative investment strategies such as hedge funds and/or private capital
Assist experienced investment analysts in sourcing and adding strategies to GMR's recommended list
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 strategies in the alternative asset class
Cover a universe of alternative investments, 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 alternative investments
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

Nice to have:

Experience in money manager research, particularly on alternative investments
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

What we offer:

Hybrid work schedule (3 days in office and 2 days remote)
Ability to travel up to 15% of the time

Additional Information:

Job Posted:
October 09, 2025

Expiration:
October 28, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Retail Investment Research Analyst - Investment Due Diligence