Senior Investment Portfolio Analyst

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About this role

Wells Fargo is seeking an Investment Portfolio Analyst to join the Derivatives Risk Management team within the Finance organization. Learn more about the career areas and lines of business at wellsfargojobs.com. The Derivatives Risk Management team is responsible for the development and execution of hedging strategies for the banking book.

The Investment Portfolio, IP, manages the bank’s fixed income securities, roughly $400B in total, and derivatives portfolios. In addition to managing firm wide interest rate risk in partnership with Corporate Treasury, the portfolio is critical in managing the firm’s earnings profile as well as the firm’s capital and liquidity position.

This role will partner heavily across the Portfolio Strategy and Analytics, PSA, Securities Portfolio Management, SPM, Derivatives Risk Management, DRM, teams in Investment Portfolio, and the Balance Sheet and Interest Rate Risk Management, BSIRRM, team in Corporate Treasury.

In this role, you will

• Analyze U.S. and non-U.S. interest rate exposures across the balance sheet in the context of evolving macroeconomic environments
• Synthesize findings into concise presentations and materials for senior management to guide key business and risk management decisions
• Maintain and enhance existing on‑desk market and hedging analytics in Python, Dash, and Excel, with an AI-forward approach to all future development
• Support the application, ongoing maintenance and enhancement of risk evaluation and reporting processes related to hedging strategies
• Exercise independent judgment with guidance from leaders, as needed, on low‑to‑moderately complex deliverables, while building understanding of relevant policies, procedures, controls, and compliance requirements
• Collaborate with peers, risk partners, and other stakeholders to support day‑to‑day activities, share information, and resolve routine issues

Required Qualifications

• 4+ years of Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications

• A BS/BA degree or higher in accounting, finance, or economics
• Analytical experience supporting portfolio management
• Programming ability in Python or SQL and familiarity with data science or similar programming/ database experience
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Experience researching complex issues, distilling information into concise presentations and offering actionable resolutions

Job Expectations

• Willingness to work on-site at stated location on the job opening.
• This position offers a hybrid work schedule.
• This position is not eligible for Visa sponsorship.

Posting Location

550 S Tryon St, Charlotte, NC

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$119,000.00 - $187,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date

29 Jul 2026

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.