Senior Retail Investment Research Analyst… at Wells Fargo · St. Louis

Senior Retail Investment Research Analyst - Operational Due Diligence

Location: CHARLOTTE, NC

About this role:

Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Operational Due Diligence Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
• Assist investment analysts in sourcing and adding strategies to GMR’s recommended list.
• Evaluate third party investment firms through an operational lens
• Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
• Perform risk analysis on third-party investment firms
• Cover a universe of third party investment firms, following GMR’s stated process.

Required Qualifications:

• 4+ 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:

• Experience in money manager research, particularly on the operational due diligence side.
• Experience writing commentary for various audiences
• MS Office (Teams, Word, Excel, PowerPoint)
• Ability to create and deliver dynamic presentations to Senior Leaders
• Strong analytical skills with high attention to detail and accuracy
• 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

Job Expectations:

• Hybrid work schedule (3 days in office and 2 days remote)
• Ability to travel up to 15% of the time
• This position is not eligible for Visa sponsorship

Locations:

• 550 S Tryon St., CHARLOTTE, NC
• 2801 Market St, F & L Bldg. SAINT LOUIS, MO 63103

Posting End Date:

29 Oct 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.