Lead Retail Investment Research Analyst
1 month ago
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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