Espace Recruteurs

R-229745 Retail Investment Research Senior Manager

Wells Fargo Charlotte, États-Unis
Mise en ligne il y a 1 jour Hybride CDI Competitive
B
Mise en ligne par
Bridget Tennity-todd
Recruiter
Investment Manager Research: Covers jobs responsible for conducting quantitative and qualitative analyses on investment managers and developing research reports. Jobs are responsible for identifying investment opportunities, covering all key sectors of the economy.

 

About this role:

Wells Fargo is seeking a Retail Investment Research Senior Manager in Global Manager Research as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Lead the Asset Class Lead for Alternative Investments within Global Manager Research
  • Manage a team of Investment Research Analysts in the Alternative space
  • Engage and influence stakeholders, internal partners and peers
  • Identify and recommend opportunities for investment decision-making, investment analysis, investment communication, and sales processes
  • Determine appropriate strategy and actions of Retail Investment Research team to meet moderate to high risk deliverables
  • Interpret and develop policies and procedures and compliance requirements
  • Lead and prioritize investment communication initiatives, and frequently represent the firm to clients and prospects
  • Collaborate with and influence all levels of professionals, including managers, clients and prospects
  • Develop and guide a culture of talent development to meet business objectives and strategy


Required Qualifications:

  • 6+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of Management experience


Desired Qualifications:

  • 3+ years' experience working with Alternative Investment Strategies
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Knowledge and understanding of investment research, portfolio analysis or quantitative finance
  • Excellent verbal, written, and interpersonal communication skills
  • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation


Job Expectations:

  • Ability to travel up to 10% of the time
  • Hybrid work schedule with 3 days in the office and 2 days remote

Location:

  • 1 N. Jefferson Ave, Saint Louis, MO 63103
  • 401 S. Tryon Street, Charlotte, NC 28202
  • 1445 Ross Avenue; Dallas, TX 75202

 

Référence  R-229745
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