About this role:
Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment Management (WIM). This role will support investment research for equities where you will be responsible for providing timely, well-supported advice on fixed income securities to retail Financial Advisors and Wealth Managers. Advice and guidance on equity securities is delivered through written publications and personal interactions with Financial Advisors. The role will also support additional internal partners as a subject matter expert on equities. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:

• Researching of individual securities to isolate critical variables and formulate sound investment advice by gathering, reading, and analyzing information
• Presenting commentary and equity sector advice to portfolio management teams within other Wells Fargo lines of business that have established relationships with GSR
• Covering at least one equity sector and potentially more
• Managing or co-managing one of WFII's equity recommended lists
• Proactively responding to developments/news of high interest to retail financial advisors & clients
• Reviewing of financial documents, news reports, press releases and regulatory filings and other event notices to determine the scope of the event and any action that needs to be taken by the FA/client
• Communicate risk suitability recommendations for WFA's Equity Capital Markets Committee
• Compiling fundamental and economic data
• Performing financial analysis
• Developing and maintaining databases and forecasts to evaluate appropriate valuations
• Writing research reports to reflect company, sector, and market developments

Required Qualifications:

• 5 years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5 years' experience in investment research related to equity, municipal bond or corporate bond
• Experience covering the Financials sector
• Experience speaking with Financial Advisors to answer questions and deliver guidance related to individual investment securities
• Experience publishing clear and concise research publications on equities for either internal company use or for broader publication
• Demonstrated ability to identify and execute on sound investment decisions on individual securities
• Knowledge and understanding of investment research, portfolio analysis or quantitative finance
• Knowledge and understanding of Investment tools such as Bloomberg or Factset applications
• Proficient in MS Excel and MS Word
• Detail-oriented with strong analytical and organizational skills
• Able to work in a highly collaborative and flexible environment
• Chartered Financial Analyst (CFA) and/or MBA

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Relocation is not available for this role

Work Location:

• 1 North Jefferson Street - St. Louis, MO 63103

Posting End Date:
21 Apr 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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