Fixed Income Portfolio Manager, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Minneapolis

Category:
Finance

Contract Type:
Employment contract

Salary:

111100.00 - 197500.00 USD / Year

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Job Description:

The Fixed Income Strategies Team is searching for a Fixed Income Portfolio Manager. The Fixed Income Strategies Team (FIST) is part of the Wells Fargo Investment Institute (WFII) within the Investment Solutions organization and provides personalized investment management designed to help clients achieve their goals for income and long-term capital growth within the fixed income allocation of their portfolio. The FIST team specializes in meeting the unique needs of high net worth individuals and institutional-style investors through fully discretionary actively managed fixed income portfolios. The FIST team provides taxable, tax advantaged, and SMA strategies with a focus on investment grade securities across most asset classes / sectors and across the yield curve.

Job Responsibility:

Manages a large book of fixed income portfolios on behalf of high net worth clients, trusts, and institutions
Implementation of tax sensitive and/or taxable fixed income strategies, with somewhat broad investment authority and acting independently within the established VIG (Verification of Investment Guidelines)
Actively participate in team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
Communicate the Fixed Income Strategies Teams current strategy and delivers market updates to the broader Wealth Investment Management (WIM) community
Participates in fixed income outreach to internal partners
Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients and assistance with new business opportunities

Requirements:

4+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
An active Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation
Minimum 4 years of experience in fixed income portfolio management and investing experience
Knowledge of Bloomberg and or BondEdge
Fixed Income Trading or research experience
Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas
Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
Knowledge and understanding of Wells Fargo Advisors and Private Bank operations
Strong analytical skills with high attention to detail and accuracy
Strong conflict resolution skills
Excellent analytical, communication, and leadership skills

Nice to have:

Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
An active Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation
Knowledge of Bloomberg and or BondEdge
Fixed Income Trading or research experience

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
May 01, 2025

Expiration:
May 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Fixed Income Portfolio Manager