Senior Retail Investment Research Analyst

Wells Fargo (Wells Fargo International Solutions)Lavelle Road, BangalorePosted 19 days ago

Mid level
Full time
4+ years
Evening shift

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About the role

Wells Fargo's Investment Solutions team supports investment research for wealth and investment management. You will analyze investment managers, strategies, and products and support due diligence, monitoring, and research reporting.

What you'll do

Analyze investment managers, strategies, and products
Support investment due diligence and ongoing monitoring
Assess performance, risk characteristics, portfolio holdings, and market trends
Prepare presentations, scorecards, and monitoring deliverables
Maintain research databases and support data-driven reporting
Identify opportunities to automate research and reporting processes

Skills

Must have

Retail investment research
Investment due diligence
Investment product analysis
Quantitative analysis
Financial data analysis

Nice to have

Investment product experience

Tools

Excel
Powerpoint

Who it's for

Experience: 4+ years
Domain: investment management

About Wells Fargo (Wells Fargo International Solutions)

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