CrawlJobs Logo
Wells Fargo Logo Wells Fargo · Finance

Investment Portfolio Analyst

United States, Charlotte · Job Posted May 29, 2026
Apply Position
Job Link Share

Job Description

Wells Fargo is seeking an Investment Portfolio Analyst to join the PSA Balance and Income Analytics team. The Balance and Income Analytics team is responsible for forecasting the investment portfolio income and balance components (e.g. securities runoff and re-deployment). Additionally, the team is responsible for interest rate risk scenario analysis, running 1000+ scenarios a year to assess impacts of various interest rate changes on the portfolio's earnings. The Investment Portfolio (IP) manages the bank's fixed income securities (~$400B in total) and derivatives portfolios. In addition to managing firm wide interest rate risk in partnership with Corporate Treasury, the portfolio is critical in managing the firm's earnings profile as well as the firm's capital and liquidity position. This role will partner heavily across Portfolio Strategy and Analytics (PSA), Securities Portfolio Management (SPM), Derivatives Risk Management (DRM) teams in IP, and the Balance Sheet and Interest Rate Risk Management (BSIRRM) team in Corporate Treasury.

Job Responsibility

  • Support the Investment Portfolio forecast process including reporting, analysis, and communication of results
  • Support the interest rate risk scenario analysis process including reporting, analysis, and communication of results
  • Collaborate and consult with team members on the analytics, derivatives, and securities teams, management, internal audit, risk management and model governance teams
  • Partner with investment teams to support the implementation of new strategies to ensure seamless integration into risk measurements
  • Drive business process improvements utilizing Business Intelligence and other automation tools, and AI

Requirements

  • 2+ years of Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • A BS/BA degree or higher in accounting, finance, or economics
  • An 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 similar programming/ database experience
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Experience researching complex issues, distilling information into concise presentations and offering actionable resolutions
Wells Fargo - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Investment Portfolio Analyst

8 matching positions

Investment Analyst/Senior Investment Analyst

We are seeking an Investment Analyst/Senior Investment Analyst to join our team ...
Location
Location
Czech Republic , Praha
Salary
Salary:
Not provided
sportvision.cz Logo
Sport Vision Czechia s.r.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, economics, real estate, or a related field
  • Minimum of 2 - 5 years of experience in real estate, investment management, private equity, Big 4, or financial analysis
  • Strong financial modelling, valuation, and reporting skills with advanced Excel and MS Office proficiency
  • Solid understanding of real estate fundamentals, including development budgets and financing structures, cash flows
  • Ability to work independently and collaboratively, with strong communication skills to engage with multiple stakeholders
  • Ability to manage multiple assets and deadlines in a dynamic, fast-paced environment
  • Fluent knowledge of both - Czech and English languages
Job Responsibility
Job Responsibility
  • Conduct ongoing financial analysis, cash flow forecasting, and scenario modelling to evaluate the performance of existing investments
  • Monitor asset-level KPIs, budgets, and business plans, identifying risks, variances, and value-creation opportunities
  • Prepare financial reports, valuations, and performance summaries for internal management, investment committees, and external partners
  • Support asset management activities across development, leasing, financing and exit phases
  • Coordinate with internal teams and external advisors (appraisers, lenders, auditors, consultants, property managers)
  • Participate in periodic asset reviews and support strategic decision-making, including hold/sell analyses and capital allocation
  • Assist in managing joint ventures, including tracking partner obligations, distributions, and compliance with agreements
  • Contribute to portfolio-level analysis, reporting, and continuous improvement of asset management processes
What we offer
What we offer
  • Annual bonuses
  • 5 Recovery Days on top of standard vacation
  • Meal allowance
  • Contribution to public transport
  • Perfect office location - Florentinum, Praha 1
  • Flexible working hours and partial home office
  • Multisport card
  • Friendly and cooperative environment in a sustainable real estate development company
  • Opportunity to work on international projects and collaborate with renowned urban and architectural studios
  • Regular teambuilding and employee events
  • Fulltime
Read More
Arrow Right

Investment Analyst/Senior Investment Analyst

We are seeking an Investment Analyst/Senior Investment Analyst to join our team ...
Location
Location
Czech Republic , Praha
Salary
Salary:
Not provided
sportvision.cz Logo
Sport Vision Czechia s.r.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, economics, real estate, or a related field
  • Minimum of 2 - 5 years of experience in real estate, investment management, private equity, Big 4, or financial analysis
  • Strong financial modelling, valuation, and reporting skills with advanced Excel and MS Office proficiency
  • Solid understanding of real estate fundamentals, including development budgets and financing structures, cash flows
  • Ability to work independently and collaboratively, with strong communication skills to engage with multiple stakeholders
  • Ability to manage multiple assets and deadlines in a dynamic, fast-paced environment
  • Fluent knowledge of both - Czech and English languages
Job Responsibility
Job Responsibility
  • Conduct ongoing financial analysis, cash flow forecasting, and scenario modelling to evaluate the performance of existing investments
  • Monitor asset-level KPIs, budgets, and business plans, identifying risks, variances, and value-creation opportunities
  • Prepare financial reports, valuations, and performance summaries for internal management, investment committees, and external partners
  • Support asset management activities across development, leasing, financing and exit phases
  • Coordinate with internal teams and external advisors (appraisers, lenders, auditors, consultants, property managers)
  • Participate in periodic asset reviews and support strategic decision-making, including hold/sell analyses and capital allocation
  • Assist in managing joint ventures, including tracking partner obligations, distributions, and compliance with agreements
  • Contribute to portfolio-level analysis, reporting, and continuous improvement of asset management processes
What we offer
What we offer
  • Annual bonuses
  • 5 Recovery Days on top of standard vacation
  • Meal allowance
  • Contribution to public transport
  • Perfect office location - Florentinum, Praha 1
  • Flexible working hours and partial home office
  • Multisport card
  • Friendly and cooperative environment in a sustainable real estate development company
  • Opportunity to work on international projects and collaborate with renowned urban and architectural studios
  • Regular teambuilding and employee events
  • Fulltime
Read More
Arrow Right

Investment Analyst - Rapidly Growing Living Platform

Global REIT with a rapidly expanding portfolio of Operational Living assets acro...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
madisonberkeley.com Logo
Madison Berkeley
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Economics or a similar analytical discipline
  • At Analyst level minimum of 1 year, and at Senior Analyst a minimum of 2 years’ + experience in commercial real estate, healthcare real estate, lending, investment banking, investment sales, or a related field
  • Strong real estate financial modelling skills, including valuations, returns and waterfall structures
  • Experience working on transactions
  • Advanced Excel proficiency
  • Strong analytical, communication, and relationship-building abilities.
Job Responsibility
Job Responsibility
  • Support the full transaction cycle for acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing
  • Prepare cash flow models for all stages of the real estate cycle
  • Participate in site visits to assess competitive landscape and market
  • Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings
  • Participate in the structuring, due diligence, and legal process of transactions
  • Prepare and analyze investment data to form strategic plans both at the property and the portfolio level.
What we offer
What we offer
  • Competitive base salary + annual bonus
  • Generous paid time off and holidays
  • Equity purchase programme
  • Pension scheme and profit-sharing
  • Tuition support
  • Comprehensive medical, dental and vision benefits
  • Strong support for professional development
  • A fast-growing platform with clear opportunities for progression
  • Fulltime
Read More
Arrow Right

Junior Investment Analyst

The Junior Investment Analyst reports to the Head of Investment Management and w...
Location
Location
United Kingdom , Bath
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Educated to degree level or equivalent, either academically or professionally
  • A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred
  • An understanding of the financial services sector and regulatory context
  • Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
  • Superior organisational, operational and administrative skills
  • Exceptional attention to detail
  • Strong communication skills, both verbal and written
  • The ability to work as part of a team and maintain a positive, resilient and flexible approach to work
Job Responsibility
Job Responsibility
  • Construct and maintain both simple and complex spreadsheets
  • Identify and improve efficiencies with regards to current processes
  • Maintenance and development of Chase de Vere's Investment Proposition
  • Maintaining and developing the company's core investment fund panels
  • Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
  • Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
  • Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
  • Working with external research companies, product providers for collating regular and ad-hoc information requests
  • Assisting in the administration of the Investment Proposition across multiple investment platforms
  • Producing and maintaining process documents for role responsibilities
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
Mexico , Boca del Rio
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of experience in credit risk analysis or corporate banking
  • Experience in financial analysis, accounting, and valuation
  • Knowledge of accounting and corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Adds value and contributes to the success of the team
  • Understands and challenge various risk factors including stress testing, collateral risk and volatility, concentration risks, and liquidity
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analyses with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Middle Office Portfolio Analyst

Our client, a leading investment management firm in the Twin Cities, is seeking ...
Location
Location
United States , Minneapolis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, accounting, or a related business discipline
  • 2+ years of relevant financial services experience with exposure to Real Estate, Private Equity or Alternative Investments
  • Strong analytical abilities and meticulous attention to detail
  • Preferred knowledge of capital markets and related financial instruments
  • Experience with transaction legal documentation
  • Understanding of lending, and loan servicing
  • Skilled in cash forecasting and funding
  • Proven ability to handle multiple priorities and thrive in cross-functional team settings
Job Responsibility
Job Responsibility
  • Partner with various teams to support the closing of new investment transactions
  • Manage funding and financing processes for future transactions
  • Validate and reconcile monthly portfolio reports for accuracy and compliance
  • Coordinate transactions exits
  • Document investment transactions and submit requests for inter-entity cash transfers
  • Oversee cash flow management across investment relationships
  • Provide operational support and supervision to internal partners
  • Prepare periodic and ad hoc reporting related to illiquid assets
  • Work closely with global colleagues and service providers to enhance data and reporting processes
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Investment Analyst

On behalf of one of Europe’s leading international industrial and logistics real...
Location
Location
Spain , Madrid
Salary
Salary:
Not provided
babelprofiles.com Logo
Babel Profiles
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Economics, Finance, or Business
  • 3–4 years of relevant investment experience with a clear understanding of Real Estate concepts
  • Deep analytical skills, tech-savvy, and advanced Excel capabilities
  • Organized, systematic, and proven ability to meet deadlines
  • Shows a curious, proactive attitude with a mindset focused on process improvement and automation
Job Responsibility
Job Responsibility
  • Source, underwrite, and assess potential logistics real estate acquisitions in Spain
  • Understand the calculations used by the company and how the company assesses investments
  • build and maintain cash flow models
  • Prepare letters of intent, real estate market research reports, due diligence documents, internal investment memos, HUM (Heads of Terms), ICM (Investment Committee Memos), and other business administration paperwork in advance of real estate transactions
  • Prepare management presentations and strategic reports to support capital deployment decisions and portfolio strategy
  • Build relations with real estate agents, public administrations, local players, and potential clients. Keep track of client/prospect interactions
  • Manage leads and follow up through daily CRM use to update and stay on task until deals are closed
  • Assess comparable reports, property value(s), and market conditions through research, outreach, data, site tours, and gathering relevant market intelligence
  • Oversee weekly/bimonthly conference calls regarding acquisition checklists to ensure items are completed on time during due diligence and closing of acquisitions/dispositions
What we offer
What we offer
  • Permanent Contract
  • Attractive annual bonus
  • Hybrid working model
  • Meal allowance
  • Budget for training and continuous development opportunities
  • Language courses
  • Company events, team building, and networking opportunities
  • A collaborative and international working environment
  • Fulltime
Read More
Arrow Right

Investment Analyst

Location
Location
United Kingdom , London
Salary
Salary:
Not provided
mintselection.com Logo
Mint Selection
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1-3 years’ experience gained in an investment banking, private equity, management consulting, or a comparable environment (others Developers/IPPs)
  • Experience working in a dynamic, transaction-based environment
  • Commercial exposure to the Renewable / Infrastructure sector would be useful
  • Strong quantitative, analytical skills, financial modelling, excel, and power point capabilities
  • Strong communication and stakeholder management skills
  • Outstanding academic record with a degree in a relevant discipline
Job Responsibility
Job Responsibility
  • Supporting project FID processes across pipeline of projects in UK and Europe
  • Support initial investment review and screening of prospective investment opportunities
  • Working on debt funding for the pipeline of projects (liaising with lenders, reviewing bank models, coordinating due diligence and transaction execution)
  • Building, maintaining and analysing detailed financial and valuation models
  • Preparation of regular memos, slide decks and transaction materials for board approval
  • Monitoring and reporting on the portfolio/pipeline
  • Forming of strong internal relationships across the business, including development, project delivery, asset management and finance teams with some exposure to senior management
  • Proactively analyse the financial impact of individual project risk, regulatory changes, and the economic environment on the group’s portfolio
  • Supporting potential M&A activity
  • Fulltime
Read More
Arrow Right