Lead Retail Investment Research Analyst

1 month ago


Bengaluru, Karnataka, India WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a skilled professional to join our Global Securities Research group as a Lead Retail Investment Research Analyst.

This role is responsible for providing timely, well-supported investment advice on equity and fixed income securities to support the onshore analysts team.

Key Responsibilities:
  • Conduct equity or fixed income research studies to identify potential investment opportunities.
  • Manage research analysts in studies of industry groups to provide a comprehensive understanding of market trends.
  • Evaluate individual securities, classes of securities, or the development of quantitative decision making models to inform investment decisions.
  • Perform financial research to analyze market data and identify trends.
  • Make buy, sell, or hold recommendations based on thorough analysis and research.
  • Develop and maintain information on credit ratings of corporate, municipal, or state fixed income issuers to ensure accurate investment advice.
  • Manage a category of mutual fund or client accounts to provide personalized investment solutions.
  • Provide unique and differentiated insight for industries under coverage to support the onshore analysts team.

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

Preferred Qualifications:
  • A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation.
  • Excellent verbal, written, and interpersonal communication skills.
  • Solid critical thinking skills.
  • Solid decision making skills.
  • Ability to develop partnerships and collaborate with other businesses and functional areas.
  • Knowledge and understanding of investment research, portfolio analysis or quantitative finance.
  • Knowledge and understanding of derivatives and structured products.
  • Knowledge and understanding of international markets, borrowers, and investors.
  • Knowledge and understanding of Investment tools such as Bloomberg or Factset applications.

What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to work with a leading financial institution.

How to Apply:

Please submit your application, including your resume and cover letter, to our online portal. We look forward to hearing from you.



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