About this role:

Wells Fargo is seeking a Senior Wealth Investment Solutions Analyst to join the Global Asset Allocation (GAA) team in Wealth and Investment Management. GAA is dedicated to helping advisors achieve long-term investment goals through asset allocation guidance and thematic market research.

Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Partner with investment strategists to present written evaluation and charts including client approved publications
• Produce stock market commentary, market and economic reports for investment professionals and their clients
• Support the Investment Strategists in performing economic and market evaluation
• Contribute to the development of updated commentary for Market Charts
• Support the delivery of thematic-based research

Required Qualifications:

• 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to convey complex market and economic concepts in an easy to digest format
• Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message
• Experience writing, copy-editing and production of investment research
• Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
• Experienced in chart creation and data visualization
• Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or FactSet applications
• Intermediate Microsoft Excel skills with experience in charting, data analysis, and data visualization
• CFA or demonstrated progress towards CFA
• A BS/BA degree or higher in business, finance, statistics or economics
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market Street – Saint Louis, MO 63103
• 550 South Tryon Street – Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

Posting End Date:

*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.