BENGALURU · FULLTIME
Senior Retail Investment Research Analyst
Wells Fargo
Bengaluru · onsite · Posted 2d ago
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Undisclosed4–9 yrsfulltimeBengaluru
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Section · 01
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).
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 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.
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Section · 02
Skills
Due DiligenceAutomationfinancial dataCFAFinancial CrimesInvestment managementInvestment ProductsProcess ImprovementMarket TrendsCommunication SkillsInvestment ResearchcomplianceCustomer Relationshipsfinance
Section · Company
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
Industries
Financial Services
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