Wells Fargo

Associate Fixed Income Portfolio Manager

Wells Fargo$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 6+ months of experience in Wealth Investment Portfolio Management or equivalent
  • FINRA Series 65 or recognized equivalents like CFA preferred
  • Strong understanding of investment management and fixed income markets
  • Ability to collaborate across teams
  • Familiarity with Bloomberg or BondEdge
  • Experience using AI to improve workflows

Responsibilities

  • Support portfolio management and client servicing
  • Partner with senior staff in security selection and risk management
  • Exercise independent judgment in investment management processes
  • Assist in constructing portfolios according to assigned strategies
  • Contribute to portfolio positioning based on market trends

Benefits

  • Opportunities for professional development and licensure
  • Engagement with senior investment professionals
  • Work in a collaborative team environment
  • Potential for career advancement within the firm
  • Ability to gain hands-on experience in the fixed income sector
Full Job Description
In this role, you will:
  • Support the Fixed Income Strategies Team's portfolio management, client servicing, and operational processes
  • Partner with the portfolio management team in security selection, research and risk management mandates
  • Receive direction from senior staff and exercise independent judgment while developing understanding of Investment management function, policies, procedures, and compliance requirements
  • Participate with managers in constructing portfolios that are consistent with the assigned strategies
  • Contribute to portfolio positioning aligned with macroeconomic trends and fixed income market conditions


Required Qualifications:
  • 6+ months of experience in Wealth Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:
  • Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
  • Investment management knowledge and understanding of the fixed income markets
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Knowledge of Bloomberg and or BondEdge
  • Experience utilizing AI to enhance workflows


Job Expectations:
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • This position is not eligible for Visa sponsorship.


Posting Location:
  • 550 South Tryon Street - Charlotte, NC 28202
  • Required location listed above. Relocation assistance is not available for this position.


Posting End Date:

29 Jul 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

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Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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