Institutional Investment Portfolio Analytics Executive
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
About this role:
Wells Fargo is seeking an Investment Portfolio Management Executive to lead the Portfolio Strategy and Analytics (PSA) team within the Investment Portfolio with responsibility for portfolio-wide analytics including portfolio strategy portfolio allocation measuring and assessing portfolio returns forecasting risk analytics regulatory execution model and technology implementation and executive reporting.
In this role you will:
Set strategic objectives and direction for the PSA Team by attracting developing and retaining a highperforming team.
Partner with executive management across Investment Portfolio and the broader Finance organization to define portfolio objectives and investment strategy including asset allocation analytics benchmarking performance attribution and returns analysis to inform senior leadership and committee decisions.
Oversee endtoend portfolio analytics including supporting investment and hedging decisions. balance income and market value forecasting and monitoring of key portfolio risks (market interest rate credit liquidity capital).
Lead enterprisecritical stress testing and sensitivity capabilities for the Investment Portfolio including CCAR and other stress and scenario analytics and provide analytical support for portfolio actions under stress and recovery scenarios (including Recovery & Resolution Planning).
Own Investment Portfolio reporting to senior stakeholders including executive leadership key management/Board committees (e.g. ALCO and Finance Committee) and Investor Relationsdelivering clear decisionuseful analytics and materials at the right cadence.
Drive innovation in analytics and decision tools by leading the development of new analytical approaches and capabilities that enable evaluation of new investment opportunities and assess portfolio impacts and readiness for strategic initiatives.
Oversee integration of analytics models and technology to deliver scalable consistent solutions across PSA and the broader Investment Portfolio serving as a key coordination point with Technology and Model Risk partners.
Lead PSA Efforts to improve efficiency through workflow redesign and AI/technology enablement.
Required Qualifications:
- 10 years of Portfolio Strategy and Asset Class Allocation Portfolio Analytics experience finance experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
- 6 years of management experience
Required Qualifications for Europe Middle East & Africa only:
- Experience in Asset Class Portfolio Strategy set allocation portfolio analytics regulatory reporting technology data or equivalent demonstrated through one or a combination of the following: work experience training education
- Management experience
Desired Qualifications:
- Deep fixed income analytics expertise including demonstrated ability to evaluate total return risk and P&L dynamics and translate analytics into actionable portfolio strategy and decision support.
- Track record of leading strategic change and modernization including optimizing constraints leveraging technology and improving efficiency through process redesign and execution focus.
- Proven people leadership including experience leading organizations developing talent and driving performance through clear priorities and accountability.
- Strong quantitative/regulatory fluency in a GSIB environment including experience applying GSIB bank regulations to portfolio construction evaluation and stress testing.
- Proven ability to run well-governed financial analytics processes with strong discipline around controls data quality and execution expectations.
- Broad risk management expertise including financial risk management process/control architecture operational risk and model risk management.
- Demonstrated fixed-income strategy leadership with the ability to build alignment and gain consensus among peers/portfolio managers and clearly present strategic tradeoffs and recommendations to senior management.
- Executive presence and communication strength with demonstrated experience communicating with and presenting to executivelevel leadership and key stakeholders.
Job Expectations:
Posting End Date:
23 Apr 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 units risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability 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.
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