Senior Investment Risk & Quantitative Analytics Consultant

About this role:

Wells Fargo is seeking a Senior Investment Risk & Quantitative Analytics Consultant to join the Market Risk and Advanced Analytics team within Wealth and Investment Management (WIM) Investment Solutions Center of Excellence acting as a first line of defense for WIM.  This role serves as a key part of the first line of defense, supporting investment risk oversight and solving complex analytical and creating efficiencies and performs 3 core objectives:

• Manage and administer the deferred compensation hedging program for firm
• Own quantitative processes to support Trust Services Investment Risk controls
• Engineer scalable reporting and workflow solutions for WIM Investment Risk

In this role, you will:

• Lead or partner with business teams to identify, measure, assess, manage, and mitigate investment risks across portfolios and strategies.
• Review and analyze complex portfolio risk using quantitative techniques and analytical tools.
• Provide input into investment processes, governance, and oversight, including updates to the Investment Risk Committee on key initiatives and portfolio metrics.
• Resolve complex issues requiring deep knowledge of investment functions, policies, procedures, and compliance requirements.
• Recommend solutions to enhance efficiency, improve profitability, reduce expenses, and support new initiatives.
• Collaborate and consult strategically with peers, partners, and senior leaders to drive issue resolution and achieve key objectives.
• Lead department-wide projects, initiatives, or workstreams, and serve as a mentor to peers.
• Design reporting frameworks and partner cross-functionally to produce and refine investment risk reporting.

Required Qualifications:

• 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of experience in quantitative financial markets, portfolio management, or investment risk measurement.
• Experience with portfolio risk systems such as BlackRock Aladdin, MSCI Barra, or similar vendor platforms.
• Demonstrated proficiency with programming languages and analytics tools, including Python, SAS, SQL, Matlab, R, or VBA.
• Experience using Microsoft 365, SharePoint, Tableau, or PowerBI
• Experience designing reporting processes and executing complex, multi-step analytical workflows.
• Strong communication skills, including experience partnering with Technology, Risk, and Senior Portfolio Managers.
• Ability to design scalable processes aligned with enterprise control frameworks such as the Risk Control Self Assessment (RCSA).
• Ability to leverage technology platforms to aggregate, manipulate, and translate data into actionable insights.
• Experience creating committee-level presentations summarizing portfolio risk results for senior stakeholders.
• Bachelor’s or Master’s degree in mathematics, computer science, engineering, economics, or another quantitative discipline.
• Progress towards or completion of Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation.

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• 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 subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Job Location:

• Charlotte, NC

Posting End Date: 

9 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