Lead Portfolio Strategy Analyst
at Wells Fargo
Charlotte, North Carolina, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 23 Nov, 2024 | Not Specified | 29 Aug, 2024 | 5 year(s) or above | Finance,Economics,Communication Skills,Power Bi,Excel,Powerpoint,Interest Rate Swaps,Business Acumen,Python,Collaboration,Analytical Skills,Risk Governance,Sql,Outlook,Municipal Bonds,Training,Microsoft Office | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
APPLICANTS WITH DISABILITIES
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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
Required Qualifications:
- 5+ years of Institutional Investment Portfolio Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio
Desired Qualifications:
- A BS/BA degree or higher in accounting, finance, economics, engineering, or other related fields
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Ability to manage high-pressure projects and remain well-organized under tight timelines
- Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Impeccable reputation for integrity, accuracy, consistency, big-picture orientation, and business acumen
- Understanding of fixed-income mathematics and products including mortgage-backed securities, structured products, municipal bonds, interest rate swaps and US Treasury bonds
- Experience with model risk governance at a financial institution
- Experience researching complex issues, distilling information into concise presentations and offering actionable resolutions
- Programming ability in Python and SQL, and familiarity with Power BI
- Experience with third party fixed income platforms (e.g., PolyPaths, QRM
Responsibilities:
Wells Fargo is seeking a Portfolio Strategy and Analytics Vice President to join the Investment Portfolio Strategic Initiatives team. This role is responsible for leading the Securities Valuation Forecasting and CCAR workstream within the Investment Portfolio. The Strategic Initiatives team drives core analytics for the Investment Portfolio, including CCAR, OCI risk, liquidity risk management, interest rate risk management, CECL, and BOLI. The team also leads strategic actions affecting the securities portfolio, and partners with portfolio management teams within the Investment Portfolio and other groups across the company.
In this role, you will:
- Lead the securities valuation forecasting workstream, generating and reporting on securities portfolio OCI (Other Comprehensive Income) and RWA (Risk Weighted Assets), impacting capital expectations and risk appetite.
- Manage the CCAR workstream for the Investment Portfolio, coordinating closely within the group to generate the OCI forecasts and with other groups across the company on core deliverables.
- Drive technological advancement of existing and new systems supporting valuation and related analytics.
- Engage across the Investment Portfolio and key stakeholder groups to generate ad hoc analyses supporting portfolio strategy decisions and other key regulatory deliverables.
- Manage governance infrastructure for highly controlled processes through model life-cycle governance, control execution, and interfacing with second and third line of defense teams to support effective challenge and audit responsibilities.
Required Qualifications:
- 5+ years of Institutional Investment Portfolio Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- A BS/BA degree or higher in accounting, finance, economics, engineering, or other related fields
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Ability to manage high-pressure projects and remain well-organized under tight timelines
- Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Impeccable reputation for integrity, accuracy, consistency, big-picture orientation, and business acumen
- Understanding of fixed-income mathematics and products including mortgage-backed securities, structured products, municipal bonds, interest rate swaps and US Treasury bonds
- Experience with model risk governance at a financial institution
- Experience researching complex issues, distilling information into concise presentations and offering actionable resolutions
- Programming ability in Python and SQL, and familiarity with Power BI
- Experience with third party fixed income platforms (e.g., PolyPaths, QRM)
Job Expectations:
- This position offers a hybrid work schedule
- Required to work in the listed location
- VISA sponsorship not available for this role
REQUIREMENT SUMMARY
Min:5.0Max:10.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Accounting finance economics engineering or other related fields
Proficient
1
Charlotte, NC, USA