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Lead Retail Investment Research Analyst
Location:
Saint Louis, MO
Description:
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 equities 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 informationPresenting commentary and equity sector advice to portfolio management teams within other Wells Fargo lines of business that have established relationships with GSRCovering at least one equity sector and potentially moreManaging or co-managing one of WFII's equity recommended listsProactively responding to developments/news of high interest to retail financial advisors & clientsReviewing 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/clientCommunicate risk suitability recommendations for WFA's Equity Capital Markets CommitteeCompiling fundamental and economic dataPerforming financial analysisDeveloping and maintaining databases and forecasts to evaluate appropriate valuationsWriting 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 bondExperience covering the Financials sectorExperience speaking with Financial Advisors to answer questions and deliver guidance related to individual investment securitiesExperience publishing clear and concise research publications on equities for either internal company use or for broader publicationDemonstrated ability to identify and execute on sound investment decisions on individual securitiesKnowledge and understanding of investment research, portfolio analysis or quantitative financeKnowledge and understanding of Investment tools such as Bloomberg or Factset applicationsProficient in MS Excel and MS WordDetail-oriented with strong analytical and organizational skillsAble to work in a highly collaborative and flexible environmentChartered Financial Analyst (CFA) and/or MBA Job Expectations: This position is not eligible for Visa sponsorshipThis position offers a hybrid work scheduleRelocation is not available for this role Work Location: 1 North Jefferson Street - St. Louis, MO 63103 Posting End Date: 28 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.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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.PDN-9bc4f2a5-075e-4092-9ddd-ed3afb2aaf91
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More About this Listing: Lead Retail Investment Research Analyst
Lead Retail Investment Research Analyst is a Research Research Analyst Job at Wells Fargo located in Saint Louis MO. Find other listings like Lead Retail Investment Research Analyst by searching Oodle for Research Research Analyst Jobs.
Lead Retail Investment Research Analyst is a Research Research Analyst Job at Wells Fargo located in Saint Louis MO. Find other listings like Lead Retail Investment Research Analyst by searching Oodle for Research Research Analyst Jobs.