Lead Investment Analyst

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 supports 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.

About the role

This role is ideal for professionals experienced in institutional manager research, investment due diligence, multi-asset portfolio design, and qualified retirement plan oversight.

Responsibilities

• Support the team in all aspects of its responsibilities, including 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 to 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.

Qualifications

• Expert experience performing qualitative and quantitative analysis, including statistical and performance analytics, on third-party investment managers.
• 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 and Microsoft Office suite including PowerPoint.
• Familiarity with AI applications is a plus.
• Excellent verbal, written, and interpersonal communication skills.

Job Expectations

• Travel up to 15%.
• This position is not eligible for VISA sponsorship.

Work Location: 550 S. Tryon Street, Charlotte, NC 28202