Investment Portfolio Analyst at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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Investment Portfolio Analyst

Wells Fargo · Charlotte

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