Wells Fargo

Lead Investment Analyst

Wells Fargo$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Investment Research or related experience
  • 5+ years in a senior role monitoring third-party investment managers
  • Expertise in qualitative and quantitative analysis of investment managers
  • Strong understanding of qualified retirement plans
  • Demonstrated experience in asset allocation and portfolio construction
  • Project management experience with a proven deadline orientation
  • Proficient in Morningstar Direct and Microsoft Office suite

Responsibilities

  • Support investment manager oversight and plan design evaluation
  • Conduct ongoing monitoring and due diligence on investment managers
  • Source and evaluate new investment managers with integrity
  • Perform structured reviews using qualitative and quantitative analysis
  • Assist in implementing changes to investment managers
  • Oversee adherence to investment guidelines for the Plans
  • Contribute to reporting materials and ad hoc projects for fiduciaries

Benefits

  • Comprehensive retirement plans
  • Health insurance options
  • Professional development opportunities
  • Opportunities for structured career advancement
  • Supportive team environment
Full Job Description

About this role:

Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans Investment Team in Investment Solutions for Wealth & Investment Management.

The Team’s responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans, including the Wells Fargo & Company 401(k) Plan and Wells Fargo & Company Cash Balance Plan.

 

This role is ideal for professionals experienced in institutional manager research, investment due diligence, multi‑asset portfolio design, and qualified retirement plan oversight.


In this role, you will:

  • Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design.
  • Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures.
  • Play a key role in initial due diligence, including sourcing and evaluating new investment managers and ensuring process quality and integrity. 
  • Complete structured ongoing investment manager reviews using both qualitative and quantitative criteria, including periodic on-site travel.  
  • Contribute to the implementation of investment manager changes, including coordination with internal and external partners.
  • Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed.  
  • Evaluate the design and monitor effectiveness of multi-asset portfolios.
  • Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciary.
  • Support a wide range of various other projects related the Team’s responsibilities.  


Required Qualifications:

  • 5+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 5+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers. 

Desired Qualifications:

  • Expert experience performing qualitative and quantitative analysis, including statistical and performance analytics, on third-party investment managers.
  • Advanced financial analytical experience with high attention to detail and accuracy.
  • Strong 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 suite including PowerPoint
  • Familiarity with AI applications is plus
  • Excellent verbal, written, and interpersonal communication


Job Expectations:

  • Travel up to 15%
  • This position is not eligible for VISA sponsorship

 

Work Location:

  • 550 S. Tryon Street; Charlotte, NC 28202

Posting End Date: 

17 Aug 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

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

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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