Lead Investment Analyst

Wells Fargo•Charlotte, NC

3d•Onsite

About The Position

Wells Fargo is seeking a Lead 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. Play a key role in initial due diligence, including sourcing and 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. Evaluate the design and 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.

Requirements

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

Nice To Haves

5+ 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.
Strong 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, FactSet and Microsoft Office suite including PowerPoint
Familiarity with AI applications is plus
Excellent verbal, written, and interpersonal communication

Responsibilities

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.
Play a key role in initial due diligence, including sourcing and 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.
Evaluate the design and 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.

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