Vice President; Fixed Income Strategist

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:

Wells Fargo is seeking a Fixed Income Strategist (Vice President) to join our Financial Institutions (FI) Strategy team.  This role sits at the intersection of balance sheet strategy and tactical trade execution, acting as a critical bridge between senior strategists, junior analysts and a direct partnership with sales and clients. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Drive Strategy: Deliver relative value investment analysis across primarily Structured Products.  Will also have exposure to Rates, Municipal, and Corporate Credit products as well.
• Optimize bank investment portfolios through complex balance sheet and investment analysis.
• Demonstrate deep structural and analytical knowledge of Fixed Income Products, especially MBS, CMO and CMBS.
• Facilitate Workflow Leadership: Mentor junior analysts and provide quality control on financial models, 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.
• Strong Communication: Ability to adapt communication to effectively engage with sales, trading, and clients including portfolio managers, treasurers and CFOs.
• Teamwork: Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers.
   

Required Qualifications:

• 5+ years of Securities Strategies experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Expert level knowledge of fixed income products, bond math, bank balance sheets, fixed income sales & trading or asset-liability / treasury.
• Mastery of at least a few of the following (or similar) applications: Bloomberg, Yield Book, Intex, S&P Capital IQ, ZM Desktop.
• Expertise in fixed income bond math in one or many of the following products: MBS, CMO, CMBS, CLO, ABS
• Expertise in bank balance sheets, regulatory impacts, basic accounting principles.
• Strong writing skills and the ability to exercise independent judgment in complex market scenarios.
• Proven experience in AI Prompt Engineering and assessing financial workflows for agentic feasibility.
• Progress towards or completion of the CFA.
• SQL query or Python coding experience

Job Expectations:

• This role is not eligible for VISA sponsorship
• Client visits are ad-hoc and can be up to 15-20% of work time.
• Ability to work in office five days per week on the Charlotte trading floor
• 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.
• 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, Charlotte, NC 28202

Salary range:

$159,000-$254,000

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.