Senior Investment Analyst

About this role:

Wells Fargo is seeking a Senior Investment Analyst as part of the Corporate Plans Investment Team (“Team”) in Investment Solutions for Wealth & Investment Management.

The Team’s responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans (“Plans”), including the Wells Fargo & Company 401(k) Plan and Wells Fargo & Company Cash Balance Plan.

In this role, you will:

• Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design.

• Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures.
• Support initial due diligence, including evaluating new investment managers and ensuring process quality and integrity. 
• Complete structured ongoing investment manager reviews using both qualitative and quantitative criteria, including periodic on-site travel.  
• Contribute to the implementation of investment manager changes, including coordination with internal and external partners.
• Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed.  
• Monitor effectiveness of multi-asset portfolios.
• Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciary.
• Support a wide range of various other projects related the Team’s responsibilities.  

Required Qualifications:

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

Desired Qualifications:

• 4+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers. 
• Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments.
• Advanced financial analytical experience with high attention to detail and accuracy.
• Understanding of qualified retirement plans, including defined benefit and defined contribution plans.
• Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework.
• Project management experience and proven ability to meet deadlines and objectives.
• Experience with Morningstar Direct and Microsoft Office suite including PowerPoint
• Familiarity with AI applications is plus
• Excellent verbal, written, and interpersonal communication

Job Expectations:

• Travel up to 5%
• This position is not eligible for VISA sponsorship
• Relocation assistance is not available and this position and must sit at designated location

Work Locations:

• 550 S. Tryon Street; Charlotte, NC 28202

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.