Senior Retail Investment Research Analyst

Senior Retail Investment Research Analyst

About this role:

 

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).

In this role, you will:

 

• 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 opportunities 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.
• Strong analytical, quantitative, and communication skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial data analysis.
• Should be flexible in Shift Timing: 12:30 PM IST - 9:30 PM IST / 1:30 PM IST - 10:30 PM IST.

Posting End Date: 

28 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.