Securities Strategies Program Analyst

Wells Fargo

Wells Fargo

IT
Charlotte, NC, USA
Posted 6+ months ago

About this role:

Wells Fargo is seeking a Securities Strategies Analyst in Fixed Income Strategy. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Fixed Income Strategy is expanding strategic support for corporate and public entity clients. The Strategy team provides custom solutions for institutional fixed income investors utilizing portfolio analytics, balance sheet and cash management consultation, investment strategies and market intelligence.

The Analyst will support senior strategists in producing various analytical reports, data analysis and aggregation, interacting with sales & trading and creating power point presentations. The job requires the ability to work quickly and accurately with large amounts of data, and to present the results in a clear and concise format. The Analyst will participate in a collaborative process of generating ideas, sharing market intelligence, and reviewing peer work product. This is a client-facing role that requires partnership with internal team members across multiple departments to provide best in class service.

The successful candidate will:

  • Assemble, maintain and analyze large amounts of data to identify trends and themes.

  • Maintain knowledge of current market events, especially those which impact the front-end of the fixed income market.

  • Create power point presentations for specific product offerings as well as in response to client requests.

  • Analyze fixed income products and identify cross sector and intra-sector relative value.

  • Run client portfolio analytics and analyze client portfolios.

  • Interact closely with fixed income sales and trading at all levels and across all products CIB trades.

  • Create deliverables as directed for client requests.

  • Assist in the creation of fixed income thematic pieces on instruments CIB trades, especially instruments in which corporate and public entity clients are active.

  • Utilize third party and internal analytical systems to optimize client analytic requests.

  • Enhance the suite of offerings for internal and external constituents


Required Qualifications:

  • 6+ months of Securities Strategies experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Excellent verbal, written, and interpersonal communication skills.

  • Proficiency in Microsoft Office applications including excel based-fixed income modeling, pivot tables, data aggregation/sorting, PowerPoint presentations, and Word document group writing and editing.

  • Developing knowledge of fixed income markets and products is required. Products include, but not limited to, treasuries, agency debt, money market funds, mortgage-backed securities, corporates, commercial paper, and municipals. Career development opportunities will be available to develop product knowledge.

  • Proficiency in one of the following applications is required: Python, SQL, VBA, SharePoint, or other data visualization applications including tableau and qlikview. Career development opportunities will be available to learn additional skills.

  • The position requires a high level of initiative and the ability to work within a fast-paced team environment.

  • Strong organizational skills and the ability to manage multiple projects simultaneously.

  • Precise attention to detail is essential.

  • The candidate must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same.

Job Expectations:

  • Registration for FINRA SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Posting Location:

  • 550 S. Tryon Street, Charlotte, NC

Posting End Date:

9 Dec 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.