Vice President; Fixed Income Strategist

Wells Fargo & Company • Charlotte, NC

1d • Onsite

About The Position

Wells Fargo is seeking a Fixed Income Strategist (Vice President) to join our Financial Institutions (FI) Strategy team. This role sits at the intersection of balance sheet strategy and tactical trade execution, acting as a critical bridge between senior strategists, junior analysts and a direct partnership with sales and clients. Learn more about the career areas and lines of business at wellsfargojobs.com.

Requirements

• 5+ years of Securities Strategies experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Registration for FINRA Series SIE must be completed within 90 days of hire date, if it is not available for transfer upon hire.
• Registration for FINRA Series 7 must be completed within 90 days of hire date, if it is not available for transfer upon hire.
• Registration for FINRA Series 63 must be completed within 90 days of hire date, if it is not available for transfer upon hire.
• FINRA recognized equivalents will be accepted.
• Candidates must successfully complete and pass a background check prior to hire.
• Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Nice To Haves

• Expert level knowledge of fixed income products, bond math, bank balance sheets, fixed income sales & trading or asset-liability / treasury.
• Mastery of at least a few of the following (or similar) applications: Bloomberg, Yield Book, Intex, S&P Capital IQ, ZM Desktop.
• Expertise in fixed income bond math in one or many of the following products: MBS, CMO, CMBS, CLO, ABS
• Expertise in bank balance sheets, regulatory impacts, basic accounting principles.
• Strong writing skills and the ability to exercise independent judgment in complex market scenarios.
• Proven experience in AI Prompt Engineering and assessing financial workflows for agentic feasibility.
• Progress towards or completion of the CFA.
• SQL query or Python coding experience

Responsibilities

• Deliver relative value investment analysis across primarily Structured Products. Will also have exposure to Rates, Municipal, and Corporate Credit products as well.
• Optimize bank investment portfolios through complex balance sheet and investment analysis.
• Demonstrate deep structural and analytical knowledge of Fixed Income Products, especially MBS, CMO and CMBS.
• Mentor junior analysts and provide quality control on financial models, publications, and client presentations.
• Own the integration of Workflows and AI Prompt Engineering to automate data extraction from unstructured filings and enhance analytical throughput.
• Ability to adapt communication to effectively engage with sales, trading, and clients including portfolio managers, treasurers and CFOs.
• Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed