Senior Investment Risk & Quantitative Analytics Consultant

Wells Fargo • Charlotte, NC

4d • Onsite

About The Position

Wells Fargo is seeking a Senior Investment Risk & Quantitative Analytics Consultant to join the Market Risk and Advanced Analytics team within the Wealth and Investment Management (WIM) Investment Solutions Center of Excellence, acting as a first line of defense for WIM. This role is a key part of the first line of defense, supporting investment risk oversight, solving complex analytical problems, and creating efficiencies. The role performs three core objectives: Manage and administer the deferred compensation hedging program for the firm. Own quantitative processes to support Trust Services Investment Risk controls. Engineer scalable reporting and workflow solutions for WIM Investment Risk.

Requirements

• 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

• 4+ years of experience in quantitative financial markets, portfolio management, or investment risk measurement.
• Experience with portfolio risk systems such as BlackRock Aladdin, MSCI Barra, or similar vendor platforms.
• Demonstrated proficiency with programming languages and analytics tools, including Python, SAS, SQL, Matlab, R, or VBA.
• Experience using Microsoft 365, SharePoint, Tableau, or PowerBI
• Experience designing reporting processes and executing complex, multi-step analytical workflows.
• Strong communication skills, including experience partnering with Technology, Risk, and Senior Portfolio Managers.
• Ability to design scalable processes aligned with enterprise control frameworks such as the Risk Control Self Assessment (RCSA).
• Ability to leverage technology platforms to aggregate, manipulate, and translate data into actionable insights.
• Experience creating committee-level presentations summarizing portfolio risk results for senior stakeholders.
• Bachelor’s or Master’s degree in mathematics, computer science, engineering, economics, or another quantitative discipline.
• Progress towards or completion of Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation.

Responsibilities

• Lead or partner with business teams to identify, measure, assess, manage, and mitigate investment risks across portfolios and strategies.
• Review and analyze complex portfolio risk using quantitative techniques and analytical tools.
• Provide input into investment processes, governance, and oversight, including updates to the Investment Risk Committee on key initiatives and portfolio metrics.
• Resolve complex issues requiring deep knowledge of investment functions, policies, procedures, and compliance requirements.
• Recommend solutions to enhance efficiency, improve profitability, reduce expenses, and support new initiatives.
• Collaborate and consult strategically with peers, partners, and senior leaders to drive issue resolution and achieve key objectives.
• Lead department-wide projects, initiatives, or workstreams, and serve as a mentor to peers.
• Design reporting frameworks and partner cross-functionally to produce and refine investment risk reporting.

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: Senior