Senior Investment Risk & Quantitative Analytics Consultant

About this role:

Wells Fargo is seeking a Senior Investment Risk & Quantitative Analytics Consultant to join the Market Risk and Advanced Analytics team within Wealth and Investment Management (WIM) Investment Solutions Center of Excellence acting as a first line of defense for WIM. This role serves as a key part of the first line of defense, supporting investment risk oversight and solving complex analytical and creating efficiencies and performs 3 core objectives:

• Manage and administer the deferred compensation hedging program for firm
• Own quantitative processes to support Trust Services Investment Risk controls
• Engineer scalable reporting and workflow solutions for WIM Investment Risk

In this role, you will:

• Lead or partner with business teams to identify, measure, assess, manage, and mitigate investment risks across portfolios and strategies.
• Review and analyze complex portfolio risk using quantitative techniques and analytical tools.
• Provide input into investment processes, governance, and oversight, including updates to the Investment Risk Committee on key initiatives and portfolio metrics.
• Resolve complex issues requiring deep knowledge of investment functions, policies, procedures, and compliance requirements.
• Recommend solutions to enhance efficiency, improve profitability, reduce expenses, and support new initiatives.
• Collaborate and consult strategically with peers, partners, and senior leaders to drive issue resolution and achieve key objectives.
• Lead department-wide projects, initiatives, or workstreams, and serve as a mentor to peers.
• Design reporting frameworks and partner cross-functionally to produce and refine investment risk reporting.

Required Qualifications:

• 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of experience in quantitative financial markets, portfolio management, or investment risk measurement.
• Experience with portfolio risk systems such as BlackRock Aladdin, MSCI Barra, or similar vendor platforms.
• Demonstrated proficiency with programming languages and analytics tools, including Python, SAS, SQL, Matlab, R, or VBA.
• Experience using Microsoft 365, SharePoint, Tableau, or PowerBI
• Experience designing reporting processes and executing complex, multi-step analytical workflows.
• Strong communication skills, including experience partnering with Technology, Risk, and Senior Portfolio Managers.
• Ability to design scalable processes aligned with enterprise control frameworks such as the Risk Control Self Assessment (RCSA).
• Ability to leverage technology platforms to aggregate, manipulate, and translate data into actionable insights.
• Experience creating committee-level presentations summarizing portfolio risk results for senior stakeholders.
• Bachelor’s or Master’s degree in mathematics, computer science, engineering, economics, or another quantitative discipline.
• Progress towards or completion of Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation.

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• 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 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.

Job Location:

• Charlotte, NC

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.