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Posted: 10/16/2026Senior Retail Investment Research Analyst – Operational Due Diligence
Wells FargoCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Operational Due Diligence and Retail Investment Research, with strong analytical skills and the ability to communicate effectively across various audiences. Proficient in risk analysis and compliance support within investment firms.
Highest-signal resume keywords
Operational Due DiligenceRetail Investment ResearchRisk AnalysisMS Office ProficiencyStrong Analytical Skills
About the role
Key responsibilities & impact- Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
- Assist investment analysts in sourcing and adding strategies to GMR’s recommended list
- Evaluate third-party investment firms through an operational lens
- Draft communications to the field, including communications related to changes in money manager ratings, manager updates, and topical white papers
- Perform risk analysis on third-party investment firms
- Cover a universe of third-party investment firms, following GMR’s stated process
- Support Wells Fargo’s risk and compliance programs, including monitoring, governance, risk identification, escalation, and remediation
Requirements
What you’ll need- 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education
- Experience in money manager research, particularly on the operational due diligence side
- Experience writing commentary for various audiences
- Proficiency with MS Office (Teams, Word, Excel, PowerPoint)
- Ability to create and deliver dynamic presentations to Senior Leaders
- Strong analytical skills with high attention to detail and accuracy
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Excellent verbal, written, and interpersonal communication skills
- Ability to travel up to 15% of the time
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Hybrid work schedule (3 days in office and 2 days remote)
- Ability to travel up to 15% of the time
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational Due DiligenceRetail Investment ResearchRisk AnalysisMoney Manager ResearchData Analysis
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal CommunicationAbility to Prioritize WorkAbility to Work Under Pressure
Tools & Technologies
MS TeamsMS WordMS ExcelMS PowerPoint
Industry Keywords
Investment FirmsRisk and Compliance ProgramsGovernanceRisk IdentificationEscalationRemediation