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Senior Retail Investment Research Analyst - Operational Due Diligence

Wells FargoCharlotte, NC

Posted Oct 20, 2026

What you’d do

Conduct operational due diligence research on new and existing investment firms on the Global Manager Research list, evaluate third-party firms through an operational lens, perform risk analysis, and draft field communications including manager rating changes and white papers. Full time in Charlotte, NC. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

  • 4+ years of retail investment research experience
  • Money manager research experience, operational due diligence side
  • Experience writing commentary for various audiences
  • Risk analysis on third-party investment firms

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