Research individual securities to isolate critical variables and formulate sound investment advice by gathering, reading, and analyzing information
Present commentary and equity sector advice to portfolio management teams within other Wells Fargo lines of business that have established relationships with GSR
Cover at least one equity sector and potentially more
Contribute equity ideas to WFII’s thematic equity recommended lists, develop skills to help manage/co-manage the recommended lists.
Proactively respond to developments/news of high interest to retail financial advisors & clients
Review financial documents, news reports, press releases and regulatory filings and other event notices to determine the scope of the event and any action that needs to be taken by the FA/client
Use AI ‑ powered tools to gather and organize fundamental and economic data
Perform financial analysis
Develop and maintaining databases and forecasts to evaluate appropriate valuations
Write research reports to reflect company, sector, and market developments

4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years' experience in investment research related to equity securities
Experience covering one of the sectors of the market
Experience speaking with Financial Advisors to answer questions and deliver guidance related to individual investment securities
Experience publishing clear and concise research publications on equities for either internal company use or for broader publication
Demonstrated ability to identify and execute on sound investment decisions on individual securities
Knowledge and understanding of investment research, portfolio analysis or quantitative finance
Knowledge and understanding of Investment tools such as Bloomberg or Factset applications
Proficient in MS Excel and MS Word
Detail-oriented with strong analytical and organizational skills
Able to work in a highly collaborative and flexible environment
Chartered Financial Analyst (CFA) and/or MBA

Senior Retail Investment Research Analyst

Key skills