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Posted 10 days ago
Investment Portfolio Analyst
Wells Fargo
Requirements
2+ years Investment Portfolio Management experience, BS/BA in accounting, finance, or economics preferred, Understanding of fixed-income products, Programming ability in Python or SQL
Skills
PythonSQLFinancial Analysis
About the role
Responsibilities
- Support the Investment Portfolio forecast process, including reporting, analysis, and communication of results
- Support the interest rate risk scenario analysis process, including reporting and analysis of various interest rate changes
- Collaborate with analytics, derivatives, securities, management, internal audit, and risk management teams
- Partner with investment teams to support the implementation of new strategies and ensure seamless integration into risk measurements
- Drive business process improvements utilizing Business Intelligence, automation tools, and AI
Requirements
- 2+ years of Investment Portfolio Management experience, or equivalent demonstrated through work experience, training, or education
Preferred Qualifications
- BS/BA degree or higher in accounting, finance, or economics
- Understanding of fixed-income products including mortgage-backed securities, structured products, municipal bonds, interest rate swaps, and US Treasury bonds
- Programming ability in Python or SQL and familiarity with data science or database experience
- Ability to work effectively in a team environment and across all organizational levels
- Experience researching complex issues and distilling information into concise, actionable presentations
About the Company
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.
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Wells Fargo · Charlotte
