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Senior Investment Portfolio Analyst

Wells Fargo
United Statesfull_timeVerifiedPosted 27 Jul 2026

About the role

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.

Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

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

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Company

Wells Fargo

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