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.
- 5+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers.
- Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments.
- Advanced financial analytical experience with high attention to detail and accuracy.
- Strong understanding of qualified retirement plans, including defined benefit and defined contribution plans.
- Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework.
- Project management experience and proven ability to meet deadlines and objectives.
- Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
- Familiarity with AI applications is plus
- Excellent verbal, written, and interpersonal communication
- Travel up to 15%
- This position is not eligible for VISA sponsorship
- 550 S. Tryon Street; Charlotte, NC 28202
4 May 2026
*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.
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
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Parental & Family Support — Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
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Retirement Support — Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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