23 Oct
|
Wells Fargo
|
Bengaluru
23 Oct
Wells Fargo
Bengaluru
Wells Fargo is seeking a Senior Retail Investment Research Analyst to support the U.S. Global Manager Research (GMR) team within Investment Solutions, Wealth Investment Management (WIM).
Responsibilities
Conduct qualitative and quantitative analysis of investment managers, strategies, and products.
Support investment due diligence and ongoing monitoring activities across investment products.
Analyze performance, risk characteristics, portfolio holdings, and market trends.
Prepare presentations, scorecards, and monitoring deliverables.
Maintain research databases and support data-driven analysis and reporting.
Partner with U.S.-based analysts, researchers, and business stakeholders to deliver timely research insights.
Identify process improvement and automation prospects to enhance research efficiency and reporting quality.
Required Qualifications
4+ years of Retail Investment Research experience.
Desired Qualifications
MBA in Finance preferred.
CFA (Levels I-III) preferred.
Experience with investment products.
Solid analytical, quantitative, and communication skills.
Proficiency in Microsoft Excel, PowerPoint, and financial data analysis.
Should be versatile in Shift Timing: 12:30 PM IST - 9:30 PM IST / 1:30 PM IST - 10:30 PM IST.
📌 Senior Retail Investment Research Analyst Bengaluru
🏢 Wells Fargo
📍 Bengaluru