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Lead Investment Analyst - Corporate Plans

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Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans Investment Team in Investment Solutions for Wealth & Investment Management. The Team’s responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans, including the Wells Fargo & Company 401(k) Plan and Wells Fargo & Company Cash Balance Plan. This role is ideal for professionals experienced in institutional manager research, investment due diligence, multi‑asset portfolio design, and qualified retirement plan oversight.

Job Responsibility:

  • Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design
  • Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures
  • Play a key role in initial due diligence, including sourcing and evaluating new investment managers and ensuring process quality and integrity
  • Complete structured ongoing investment manager reviews using both qualitative and quantitative criteria, including periodic on-site travel
  • Contribute to the implementation of investment manager changes, including coordination with internal and external partners
  • Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed
  • Evaluate the design and monitor effectiveness of multi-asset portfolios
  • Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciary
  • Support a wide range of various other projects related the Team’s responsibilities

Requirements:

  • 5+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 5+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers
  • Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
  • Advanced financial analytical experience with high attention to detail and accuracy
  • Strong understanding of qualified retirement plans, including defined benefit and defined contribution plans
  • Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework
  • Project management experience and proven ability to meet deadlines and objectives
  • Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
  • Excellent verbal, written, and interpersonal communication

Nice to have:

Familiarity with AI applications is plus

Additional Information:

Job Posted:
March 12, 2026

Expiration:
March 23, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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