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Wells Fargo Logo Wells Fargo · Finance

Investment Portfolio Analyst

United States, Charlotte · Job Posted May 29, 2026
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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
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