Wells Fargo

Financial Services

LeadInvestmentAnalyst-CorporatePlans

$155–225k ~AI est. Charlotte, North Carolina, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Quantitative analysis; Statistical analysis; Performance analytics

Eligibility Requirements

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

Free ATS check

Applying for this Lead Investment Analyst - Corporate Plans role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Wells Fargo?

Real rants from real employees. Read before you apply.

Read Company Rants →