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Lead Retail Investment Research Analyst

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. Learn more about the career areas and lines of business at .

In this role, you will:

  • Performing initial and ongoing due diligence on third-party investment products, asset class research coverage, which includes maintaining a high-conviction list of products in the assigned asset classes

  • Create and deliver presentations to business partners and Financial Advisors

  • Responding to inquiries about the recommendations and/or selection methodology used on products under coverage, drafting communications to the field, conducting onsite due diligence, and performing risk analysis on third-party investment products

  • Assisting in the management of key workflow initiatives

  • Assisting in the training of junior level Analysts

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:

  • Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments

  • Experience analyzing fixed income and multi-asset portfolios.

  • Experience in money manager research

  • Experience working with Morningstar Direct, FactSet, and Microsoft Excel skills

  • Ability to create and deliver dynamic presentations

  • 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

  • A BS/BA degree or higher in one of the following statistical related fields: applied mathematics, statistics, finance, economics, or engineering

  • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation

Job Expectations:

  • Ability to travel up to 10% of the time

  • Hybrid work schedule with 3 days in the office and 2 days remote


  • 1 N. Jefferson Ave, Saint Louis, MO

  • 401 S. Tryon Street, Charlotte, NC

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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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