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Senior Institutional Investment Portfolio Analytics Consultant - Military Veterans

at Wells Fargo

About this role:

Wells Fargo is seeking a Senior Associate in Portfolio Strategy and Analytics to join the Investment Portfolio Strategic Initiatives team. This role will utilize advanced technical and programming skills to enhance analytics processes across the team and will also partner in execution of strategy and forecast processes. The Investment Portfolio group manages Wells Fargo's portfolio of available-for-sale and held-to-maturity securities.

The Strategic Initiatives team drives core analytics for the Investment Portfolio, including CCAR, OCI risk, liquidity risk management, interest rate risk management, CECL, and BOLI.The team also leads strategic actions affecting the securities portfolio, and partners with portfolio management teams within the Investment Portfolio and other groups across the company.

In this role, you will:

  • Utilize advanced technical and programming skills to enhance a variety of analytics processes in the Investment Portfolio
  • Lead or participate in complex portfolio reporting and analytics to inform investment strategy
  • Monitor portfolio risks including credit, interest rate, market, liquidity and capital
  • Lead targeted projects
  • Collaborate and consult across the Investment Portfolio with colleagues and management to generate ad hoc analyses supporting portfolio strategy decisions
  • Engage with key stakeholder groups, internal audit, risk management, and model governance teams on governance and control deliverables


Required Qualifications:
  • 4+ years of Institutional Investment Portfolio Analysis, 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 mathematical finance, computer science, engineering, or other related fields
  • 2+year's experience in Python programming
  • Familiarity with SQL, VBA, and Power BI
  • Strong analytical skills with high attention to detail and accuracy
  • Impeccable reputation for integrity
  • Effective verbal, written, and interpersonal communication skills
  • Ability to work effectively in a team environment
  • Aptitude to manage high-pressure projects and remain well-organized under tight timelines
  • Advanced Microsoft Office (Excel, PowerPoint, Word, and Outlook) skills
  • Ability to research complex issues, distill information into concise presentations and offer actionable resolutions
  • Familiarity with third party fixed income platforms (e.g., PolyPaths, QRM)


Job Expectations:
  • This position offers a hybrid work schedule
  • Required to work in the listed location
  • VISA sponsorship not available for this role


Posting End Date:

28 Nov 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Charlotte, NC

Wells Fargo

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re committed to hiring and retaining military veterans, veterans with disabilities, National Guard, Reservists, and Military Spouses.

As a Wells Fargo employee, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Connection Employee Resource Group, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit wellsfargojobs.com/military. Let’s talk about turning your military experience into a great civilian career.

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