Associate Fixed Income Portfolio Manager
Wells Fargo•Charlotte, NC
•Onsite
About The Position
Wells Fargo is seeking an Associate Fixed Income Portfolio Manager (Wealth Investment Associate Portfolio Manager) to join the Fixed Income Strategies Team (FIST) within the Wells Fargo Investment Institute (WFII). This team delivers actively managed fixed income portfolios focused on income generation, risk management, and long-term capital appreciation for high-net-worth individuals and institutional-style investors. Strategies span taxable and tax-advantaged solutions, with an emphasis on investment grade securities across sectors and the yield curve.
Requirements
- 6+ months of experience in Wealth Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
- Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire.
- FINRA recognized equivalents will be accepted.
Nice To Haves
- Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
- Investment management knowledge and understanding of the fixed income markets
- Ability to develop partnerships and collaborate with other business and functional areas
- Knowledge of Bloomberg and or BondEdge
- Experience utilizing AI to enhance workflows
Responsibilities
- Support the Fixed Income Strategies Team’s portfolio management, client servicing, and operational processes
- Partner with the portfolio management team in security selection, research and risk management mandates
- Receive direction from senior staff and exercise independent judgment while developing understanding of Investment management function, policies, procedures, and compliance requirements
- Participate with managers in constructing portfolios that are consistent with the assigned strategies
- Contribute to portfolio positioning aligned with macroeconomic trends and fixed income market conditions
Benefits
- Relocation assistance is not available for this position.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
