Senior Manager for Investment Portfolio Management

About this role:

Wells Fargo is seeking a Treasury Senior Manager for Investment Portfolio Management

In this role, you will:

• Manage and develop teams responsible for complex analytics on components of companywide key treasury finance metrics
• Oversee the monitoring and evaluation of global market conditions, funding, asset and liability management, liquidity risk management, capital management, financial performance management, capital, and related activities
• Lead all aspects of a critical treasury finance function
• Ensure deliverables are completed and compliant with various treasury risk management regulatory requirements
• Lead implementation of complex projects and initiatives
• Lead team to achieve objectives
• Interact with leaders to provide support and drive strategic initiatives for the business
• Recommend and ensure compliance and risk management requirements for supported area and work with other stakeholders to implement key risk initiatives
• Collaborate and influence all levels of professionals including leaders
• Interface with external agencies, regulatory bodies or industry forums
• Participate in industry and peer groups to influence the standard setting process
• Manage allocation of people and financial resources for Treasury
• Develop and guide a culture of talent development to meet business objectives and strategy

• Portfolio Management & Analysis

- Oversee financial research, analysis, and structuring of investment portfolios, collaborating closely with US-based teams.

- Drive model lifecycle management –validation, implementation, performance monitoring, and remediation.

- Lead scenario analysis, stress testing, and ensure all portfolios are aligned with risk appetite frameworks.

• Model Governance, development, Monitoring & Validation

- Lead robust model governance, ensuring alignment with internal policies, regulatory standards, and industry best practices.

- Drive independent model validation, including quant review of models across asset classes (fixed income, derivatives, structured products, etc.)

- Enhance and automate model validation processes leveraging new technologies and data-driven techniques

• Risk & Data Management

- Ensure effective risk oversight, documentation, risk reporting, and the monitoring of compensating controls where necessary.

- Facilitate regular data quality management and reporting for the investment portfolio.

• Driving the execution of business and technology transformation strategies

- support the implementation of streamlined business processes and end-user products for Trading, Securities Portfolio Management and Analytics, Mortgage Modeling, Hedging.

- Collaborate and consult with members of the Business Execution team and team leaders to advance strategic initiatives and achieve organizational objectives

• Team Leadership & Stakeholder Engagement

- Mentor and lead quantitative analysts, overseeing project execution, resource planning, and the dissemination of analytics best practices.

- Act as the point of contact for internal and external stakeholders (auditors, business support teams) regarding portfolio, model, and risk matters

- Drive process improvement and operational efficiency, leveraging global best practices

Required Qualifications:

• 6+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications

• Advanced degree in Finance, Economics, Statistics, Mathematics, Engineering, or related field. MBA, CFA, FRM, or equivalent certification preferred
• Strong experience (at least 6+ years) in investment portfolio management, banking, or asset management, including at least 4 years in a leadership function.
• Deep expertise in model development, validation, quantitative analytics, and risk management for large portfolios.
• Strategic AI Awareness: Ability to understand and leverage AI technologies to drive business transformation, improve decision-making, and enhance operational efficiency.
• Hands-on experience with scenario analysis, risk modeling, credit analysis, and regulatory compliance.
• Proven ability to lead teams, manage portfolio performance, and drive technological/process enhancements.
• Advanced statistical, financial modeling, and data analytics skills. Proficient with relevant software (Python, R, Bloomberg, Factset, SQL, etc)
• Strong communication skills for presenting technical and business insights to diverse audiences, including senior management and regulators.
• Encourages experimentation with AI tools (e.g., generative AI, automation platforms) to foster innovation and continuous improvement
• Experience working at/with global banks, especially in offshore centers for US/UK institutions.
• Knowledge of international accounting standards and regulatory regimes (Basel III/IV, CCAR, FRTB, etc.)
• Demonstrated success in building stakeholder consensus and driving high-impact portfolio or model validation initiatives at scale.

Posting End Date: 

*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.