Senior Portfolio Manager
About The Position
About this role: Wells Fargo is seeking a Senior Portfolio Manager in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com. This is a multi‑faceted opportunity to collaborate with a focused, exceptionally skilled portfolio management team operating at the highest level of investment excellence. We are seeking a seasoned, well‑rounded Portfolio Manager with a demonstrated track record of successfully guiding complex investment strategies and overseeing a diverse suite of model portfolios. The ideal candidate will bring deep expertise, sound judgment, and a sophisticated understanding of portfolio construction—someone ready to lead with confidence, elevate our investment solutions, and contribute meaningfully to the ongoing evolution of our portfolio management capabilities In this role, you will: 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
Requirements
- 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
Nice To Haves
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
