Senior Investment Analyst

Wells Fargo • Charlotte, NC

1d • Onsite

About The Position

Wells Fargo is seeking a Senior Investment Analyst on the Corporate Plans Investment Team within Investment Solutions for Wealth & Investment Management. The Team supports the named investment fiduciary for the Wells Fargo Employee Retirement Plans, including the Wells Fargo & Company 401(k) Plan and Cash Balance Plan.

The role supports oversight of investment managers, adherence to plan objectives, and evaluation of plan design. It includes initial due diligence and ongoing monitoring of third-party investment managers, monitoring plan guidelines and multi-asset portfolios, helping implement manager changes, and preparing materials for fiduciary reporting and other projects. The position requires travel up to 5%, is based at the designated Charlotte, North Carolina location, is not eligible for visa sponsorship, and does not offer relocation assistance.

Requirements

• At least 4 years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Travel up to 5%.
• Must sit at the designated location in Charlotte, North Carolina.
• Not eligible for visa sponsorship.

Nice To Haves

• At least 4 years of advanced experience 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 a proven ability to meet deadlines and objectives.
• Experience with Morningstar Direct and the Microsoft Office suite, including PowerPoint.
• Familiarity with AI applications.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Support the Team in all aspects of its responsibilities, including 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, including mutual funds, collective investment trusts (CITs), and separately managed accounts (SMAs), consistent with established procedures.
• Evaluate new investment managers and ensure the quality and integrity of the due diligence process.
• Conduct structured ongoing investment manager reviews using qualitative and quantitative criteria, including periodic on-site travel.
• Contribute to implementation of investment manager changes by coordinating with internal and external partners.
• Monitor the Plans for adherence to guidelines, including rebalancing and liquidity-raising activities as needed.
• Monitor the effectiveness of multi-asset portfolios.
• Develop, enhance, and deliver materials for scheduled reporting and ad hoc projects for review with the Plans’ investment fiduciary.
• Support other projects related to the Team’s responsibilities.

What This Job Offers

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