Associate Fixed Income Portfolio Manager

About this role:

Wells Fargo is seeking an Associate Fixed Income Portfolio Manager (Wealth Investment Associate Portfolio Manager) to join the Fixed Income Strategies Team (FIST) within the Wells Fargo Investment Institute (WFII).

This team delivers actively managed fixed income portfolios focused on income generation, risk management, and long-term capital appreciation for high-net-worth individuals and institutional-style investors. Strategies span taxable and tax-advantaged solutions, with an emphasis on investment grade securities across sectors and the yield curve.

Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Support the Fixed Income Strategies Team’s portfolio management, client servicing, and operational processes
• Partner with the portfolio management team in security selection, research and risk management mandates
• Receive direction from senior staff and exercise independent judgment while developing understanding of Investment management function, policies, procedures, and compliance requirements
• Participate with managers in constructing portfolios that are consistent with the assigned strategies
• Contribute to portfolio positioning aligned with macroeconomic trends and fixed income market conditions

Required Qualifications:

• 6+ months of experience in Wealth Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
• Investment management knowledge and understanding of the fixed income markets
• Ability to develop partnerships and collaborate with other business and functional areas
• Knowledge of Bloomberg and or BondEdge
• Experience utilizing AI to enhance workflows

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• 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.
• This position is not eligible for Visa sponsorship.

Posting Location:

• 550 South Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

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.