Wells Fargo
Senior Investment Analyst
CHARLOTTE, NC · Senior · Full-time · Posted Oct 29, 2026
- Experience
- 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education. Desired: 4+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers.
- Visa sponsorship
- This position is not eligible for VISA sponsorship.
About the job
Supports the fiduciary oversight of Wells Fargo employee retirement plans by researching and monitoring investment managers, reviewing plan investments, and contributing to reporting and implementation work.
What you'll do
- Conduct due diligence and ongoing qualitative and quantitative reviews of third-party investment managers.
- Monitor plan guidelines, multi-asset portfolios, rebalancing, and liquidity; help implement investment manager changes.
- Develop reporting materials and contribute to projects for the Plans’ investment fiduciary.
What they ask for
- 4+ years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice to have
- Advanced experience sourcing and monitoring third-party investment managers; investment analysis, retirement-plan, asset-allocation, portfolio-construction, or project-management experience.
- Experience with Morningstar Direct and Microsoft Office suite including PowerPoint; familiarity with AI applications.
Tools
Morningstar Direct, Microsoft Office, PowerPoint
AI focus
Familiarity with AI applications is a plus; no specific AI work is described.
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