Senior Investment Analyst
Core
Support the named investment fiduciary for Wells Fargo Employee Retirement Plans by overseeing investment managers, performing due diligence, and monitoring plan adherence.
Role type
Senior Investment Analyst (Retirement Plans)
Builds
Investment manager oversight and plan monitoring processes
Domain
Financial Services / Retirement Plans
Deliverable
dashboards & analysis
Required skills
Investment research, due diligence, quantitative analysis, asset allocation, project management, Morningstar Direct
Preferred skills
Statistical analysis, portfolio construction, AI applications
Technologies
Morningstar Direct, Microsoft Office
Responsibilities
Perform initial due diligence and ongoing monitoring of third-party investment managers; Complete structured investment manager reviews using qualitative and quantitative criteria; Support implementation of investment manager changes; Monitor Plans for adherence to guidelines including rebalancing; Develop materials for reporting to the investment fiduciary.