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Lead Retail Investment Research Analyst

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Location: Charlotte, North Carolina, Melville, New York, New York, New York, St Louis, Missouri Job ID R-148345

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:

  • Conduct equity or fixed income research studies

  • Manage research analysts in studies of industry groups

  • Evaluate individual securities, classes of securities, or the development of quantitative decision making models

  • Perform financial research

  • Make buy, sell, or hold recommendations

  • Develop and maintain information on credit ratings of corporate, municipal, or state fixed income issuers

  • Manage a category of mutual fund or client accounts

  • Provide unique and differentiated insight for industries under coverage

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:

  • A BS/BA degree or higher in accounting, finance, or economics

  • Ability to deliver dynamic presentations to business clients

  • 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

  • Strong Microsoft Excel skills

  • Knowledge and understanding of investment research, portfolio analysis or quantitative finance

  • Strong analytical skills with high attention to detail and accuracy

  • Experience in money manager research, particularly Global Macro

  • Experience building partnerships and consulting effectively with leadership

Job Expectations:

  • 25% Travel time

  • Hybrid work schedule - 3 days in office and 2 days remote


  • 401 S. Tryon Street; Charlotte, NC

  • 1 North Jefferson Avenue; St. Louis, MO

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, 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.

Apply now