Wells Fargo · 3 hours ago
Senior Portfolio Manager
CHARLOTTE, NC
Full-time
Hybrid
Senior Level
5+ years expWells Fargo is seeking a Senior Portfolio Manager in Wealth and Investment Management. The role involves collaborating with a skilled portfolio management team to guide complex investment strategies and oversee a diverse suite of model portfolios, ensuring effective portfolio construction and risk management.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Develop, recommend, and direct execution of investment programs across Wealth and Investment Management lines of businesses
Manage a significant number of individual securities and mutual funds
Ensure assigned centralized portfolios are consistent with guidance on asset allocation strategy
Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio
Act as a Liaison or subject matter expert with Global Manager Research for specific asset classes and contributes to portfolio improvement and development
Serve as a subject matter expert for specific asset classes and contributes to portfolio improvement
Support the investment communication efforts and present information to internal advisors and teams
Qualification
Required
5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
A BS/BA degree or higher in accounting, finance or economics
CFA (or CFA candidate), other related designations
A passion for investments and financial markets
A background in security research and selection
Ability to be flexible and adaptable in an evolving environment
Strong quantitative and qualitative analysis skills
Ability to collaborate with team members in a collegial setting
Experience working with research tools such as FactSet and Bloomberg
Excellent verbal, written and interpersonal communication skills
Strong Microsoft Office skills
Experience with Morningstar, Bloomberg, Factset, etc
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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