Senior Investment Analyst

Wells Fargo Bank • Charlotte, NC

5d • 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 analyst supports the Team’s responsibilities for oversight of investment managers, adherence to plan objectives, and evaluation of plan design. The role also includes contributing to scheduled reporting and ad hoc projects for review with the Plans investment fiduciary, along with other projects related to the Team’s responsibilities.

The position is based at the designated work location, 550 S. Tryon Street, Charlotte, North Carolina. Travel of up to 5% is expected. The role is not eligible for visa sponsorship, and relocation assistance is unavailable.

Requirements

• At least 4 years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• 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 strong 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, including PowerPoint.
• Excellent verbal, written, and interpersonal communication skills.
• Must be able to work at the designated location; the position is not eligible for visa sponsorship.

Nice To Haves

• Familiarity with AI applications.

Responsibilities

• Support the Team in overseeing investment managers, maintaining adherence to the Plans’ objectives, and evaluating plan design.
• Conduct 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 prospective investment managers and help 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 implementing investment manager changes by coordinating with internal and external partners.
• Monitor the Plans’ 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