About this role:Wells Fargo is seeking a Senior Wealth Investment Solutions Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:- Support the Investment Strategists in performing economic and market evaluation
- Develop strategies that entail the evaluation of investment positioning and risk scenarios
- Forecast market changes and other models or quantitative examination to support investment positioning
- Lead the development of strategies for use across lines of business
- Partner with investment strategists to present written evaluation and charts including client approved publications
Required Qualifications:- 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Experienced in chart creation and data visualization.
- Ability to convey complex market and economic concepts in an easy to digest format.
- Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message.
- Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
- Knowledge and understanding of investment research, portfolio analysis or quantitative finance
- Ability to work effectively, as well as independently, in a team environment
- Excellent verbal, written, and interpersonal communication skills
- Relationship Management Expertise
- Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or Factset applications
- Advanced Microsoft Excel skills, knowledge of R, Python and Tableau a plus
- A BS/BA degree or higher in business, finance, statistics or economics
- CFA or demonstrated progress towards CFA
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:3 Oct 2025
* Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
