Wells Fargo

Senior Investment Portfolio Analyst

Wells Fargo$119K — $187K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in Investment Portfolio Management or equivalent experience.
  • Bachelor's degree in accounting, finance, or economics preferred.
  • Analytical experience supporting portfolio management is essential.
  • Proficiency in Python or SQL; familiarity with data science is advantageous.
  • Demonstrated ability to work effectively within teams across various organizational levels.

Responsibilities

  • Analyze U.S. and non-U.S. interest rate exposures amid changing macroeconomic conditions.
  • Create concise presentations for senior management to inform business and risk decisions.
  • Enhance market and hedging analytics using Python, Dash, and Excel with an AI focus.
  • Support the maintenance of risk evaluation and reporting for hedging strategies.
  • Exercise independent judgment on moderately complex deliverables with guidance.
  • Collaborate with peers and stakeholders to address routine issues and share information.

Benefits

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

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 . 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. VisitBenefits - 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.

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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