Corporate and Public Entity Strategy Associate Job at Wells Fargo (Charlotte)

Job Description

The Wells Fargo Fixed Income Strategy Team is seeking an experienced Associate to join our Corporate and Public Entity (CPE) Strategy vertical. This role sits at the intersection of institutional liquidity strategy and tactical trade execution, acting as a critical bridge between senior strategists and junior analysts. Our team provides sophisticated Market Intelligence, Portfolio Segmentation, and Relative Value Analysis to corporate and public entity cash investors – the professionals seated in a Treasury function. The goal is to drive fixed income trade execution by performing rigorous CUSIP-level analyses and partnering closely with Fixed Income Sales, Corporate Banking, and various trading desks (Rates, Municipal, and Corporate Credit).

Job Responsibility

Drive Strategy: Partner with senior strategists to deliver Relative Value analysis across Rates, Credit, and Municipal products
Optimize Institutional Portfolios: Lead Investment Policy Statement (IPS) Optimization and Cash Segmentation projects to help clients achieve optimal liquidity and capital preservation
Facilitate Workflow Leadership: Act as a pivot point for the team, mentoring junior analysts and providing quality control on financial models, CUSIP-specific publications, and client presentations
Integrate AI Force Multipliers: Own the integration of Workflows and AI Prompt Engineering to automate data extraction from unstructured filings and enhance analytical throughput
C-Suite Interaction: Directly consult with C-suite professionals and large institutional audiences (+100 attendees) to present complex fixed income themes
Teamwork: Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers

Requirements

2+ years of Securities Strategies experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for FINRA Series SIE must be completed within 90 days of hire date, if it is not available for transfer upon hire
Registration for FINRA Series 7 must be completed within 90 days of hire date, if it is not available for transfer upon hire
Registration for FINRA Series 63 must be completed within 90 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed

Nice to have

5+ years of Securities Strategies, Fixed Income Research, or Investment Banking/Corporate Banking experience
Technical Expertise: Mastery of the Bloomberg Terminal, Expert-level Excel/PowerPoint, and functional knowledge of SQL
Product Knowledge: Expertise in Rates, Corporate Credit (including Commercial Paper), and Municipal products
AI Literacy: Proven experience in AI Prompt Engineering and assessing financial workflows for agentic feasibility
Communication: Strong writing skills and the ability to exercise independent judgment in complex market scenarios
Progress toward or completion of the CFA or CTP/FRM designation
Familiarity with Public Entity investment statutes, including permissible investment guidelines and collateralization requirements
Experience in Liquidity Tiering for operating vs. strategic reserve funds

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Corporate and Public Entity Strategy Associate

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