Associate, Corporate and Public Entity Strategy

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.

About this role:

The Wells Fargo Fixed Income Strategy Team is seeking an experienced Associate to join our Corporate and Public Entity (CPE) Strategy vertical. This role sits at the intersection of institutional liquidity strategy and tactical trade execution, acting as a critical bridge between senior strategists and junior analysts.

Our team provides sophisticated Market Intelligence, Portfolio Segmentation, and Relative Value Analysis to corporate and public entity cash investors – the professionals seated in a Treasury function. The goal is to drive fixed income trade execution by performing rigorous CUSIP-level analyses and partnering closely with Fixed Income Sales, Corporate Banking, and various trading desks (Rates, Municipal, and Corporate Credit).

In this role, you will:

• Drive Strategy: Partner with senior strategists to deliver Relative Value analysis across Rates, Credit, and Municipal products.
• Optimize Institutional Portfolios: Lead Investment Policy Statement (IPS) Optimization and Cash Segmentation projects to help clients achieve optimal liquidity and capital preservation.
• Facilitate Workflow Leadership: Act as a pivot point for the team, mentoring junior analysts and providing quality control on financial models, CUSIP-specific publications, and client presentations.
• Integrate AI Force Multipliers: Own the integration of Workflows and AI Prompt Engineering to automate data extraction from unstructured filings and enhance analytical throughput.
• C-Suite Interaction: Directly consult with C-suite professionals and large institutional audiences (+100 attendees) to present complex fixed income themes.
• Teamwork: Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers.
   

Required Qualifications:

• Experience: 5+ years of Securities Strategies, Fixed Income Research, or Investment Banking/Corporate Banking experience.

Desired Qualifications:

• Technical Expertise: Mastery of the Bloomberg Terminal, Expert-level Excel/PowerPoint, and functional knowledge of SQL.
• Product Knowledge: Expertise in Rates, Corporate Credit (including Commercial Paper), and Municipal products.
• AI Literacy: Proven experience in AI Prompt Engineering and assessing financial workflows for agentic feasibility.
• Communication: Strong writing skills and the ability to exercise independent judgment in complex market scenarios.
• Progress toward or completion of the CFA or CTP/FRM designation.
• Familiarity with Public Entity investment statutes, including permissible investment guidelines and collateralization requirements.
• Experience in Liquidity Tiering for operating vs. strategic reserve funds.

Job Expectations:

• Registration for FINRA Series SIE must be completed within 90 days of hire date, if it is not available for transfer upon hire.
• Registration for FINRA Series 7 must be completed within 90 days of hire date, if it is not available for transfer upon hire.
• Registration for FINRA Series 63 must be completed within 90 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Ability to travel as needed
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Location:

• 550 S. Tryon St. - Charlotte, North Carolina 28202

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells 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.