Wells Fargo

Senior Portfolio Manager

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Montana • North Carolina • United States

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Job Level

Senior

About the role

  • Develop, recommend, and direct execution of investment programs across Wealth and Investment Management lines of businesses
  • Manage a significant number of individual securities and mutual funds
  • Ensure assigned centralized portfolios are consistent with guidance on asset allocation strategy
  • Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio
  • Act as a Liaison or subject matter expert with Global Manager Research for specific asset classes and contributes to portfolio improvement and development
  • Serve as a subject matter expert for specific asset classes and contributes to portfolio improvement
  • Support the investment communication efforts and present information to internal advisors and teams

Requirements

  • 5+ years of Wealth Investment Portfolio Management experience, 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
  • CFA (or CFA candidate), other related designations
  • A passion for investments and financial markets
  • A background in security research and selection
  • Ability to be flexible and adaptable in an evolving environment
  • Strong quantitative and qualitative analysis skills
  • Ability to collaborate with team members in a collegial setting
  • Experience working with research tools such as FactSet and Bloomberg
  • Excellent verbal, written and interpersonal communication skills
  • Strong Microsoft Office skills
  • Experience with Morningstar, Bloomberg, Factset, etc.
Benefits
  • Hybrid Work Schedule
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Wealth Investment Portfolio Managementsecurity researchquantitative analysisqualitative analysisasset allocation strategyportfolio constructionrisk management
Soft Skills
flexibilityadaptabilitycollaborationcommunication
Certifications
CFACFA candidate