Wells Fargo
Financial Services
LeadInvestmentAnalyst-CorporatePlans
Neural analysis suggests this role is
optimal for Lead candidates.
“Lead Investment Analyst - Corporate Plans at Wells Fargo. Skills: Investment analysis, Manager research, Portfolio design. Support oversight of investment managers. Monitor adherence to plans' objectives”
Industry & Context.
Quantitative analysis; Statistical analysis; Performance analytics
Travel up to 15%
What They're Looking For.
Must Have
5+ years Investment Research experience
Nice to Have
5+ years senior role sourcing managers, Experience performing qualitative and quantitative analysis, Advanced financial analytical experience, Understanding of qualified retirement plans, Experience with asset allocation, Project management experience, Experience with Morningstar Direct, Experience with FactSet, Experience with Microsoft Office suite, Familiarity with AI applications
What You'll Do.
Support oversight of investment managers
Monitor adherence to plans' objectives
Perform initial due diligence
Monitor third-party investment managers
Source new investment managers
Evaluate new investment managers
Ensure process quality
Ensure process integrity
Complete investment manager reviews
Conduct on-site travel
Contribute to implementation of changes
Coordinate with partners
Monitor plans for guideline adherence
Monitor rebalancing activities
Monitor liquidity raising activities
Evaluate multi-asset portfolios
Develop reporting materials
Enhance reporting materials
Deliver reporting materials
Support ad hoc projects
How You'll Work.
Team & Collaboration
Coordination with internal partners; Coordination with external partners
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Process & Methodology
Project management
Full Job Description
**About this role:** Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans Investment Team in Investment Solutions for Wealth & Investment Management. The Team’s responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans, including the Wells Fargo & Company 401(k) Plan and Wells Fargo & Company Cash Balance Plan. This role is ideal for professionals experienced in institutional manager research, investment due diligence, multi‑asset portfolio design, and qualified retirement plan oversight. ****In this role, you will:**** * Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design. * Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures. * Play a key role in initial due diligence, including sourcing and evaluating new investment managers and ensuring process quality and integrity. * Complete structured ongoing investment manager reviews using both qualitative and quantitative criteria, including periodic on-site travel. * Contribute to the implementation of investment manager changes, including coordination with internal and external partners. * Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed. * Evaluate the design and monitor effectiveness of multi-asset portfolios. * Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciary. * Support a wide range of various other projects related the Team’s responsibilities. ****Required Qualifications:**** * 5+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, trai
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