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Senior Retail Investment Research Analyst - Operational Due Diligence

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

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. In this role, you will conduct operational due diligence research on investment firms and perform risk analysis on third-party investment firms.

Job Responsibility:

  • 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
  • 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 writing commentary for various audiences

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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