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Lead Investment Analyst
Wf
CHARLOTTE, NCPosted Aug 7, 2026 · 4h ago
Full-timeLeadOn-siteBanking
About this role
Wells Fargo is seeking a Lead Investment Analyst to join the Corporate Plans Investment Team. This role supports the fiduciary for employee retirement plans, focusing on investment manager research, due diligence, and portfolio oversight. You will monitor investment managers, evaluate plan design, and contribute to reporting and project development.
What we are looking for
6- Support oversight of investment managers for employee retirement plans
- Perform due diligence and ongoing monitoring of third-party investment managers
- Evaluate multi-asset portfolio design and effectiveness
- Develop and deliver reporting materials for investment fiduciary
- 5+ years of Investment Research experience
- 5+ years sourcing and monitoring third-party investment managers
Skills mentioned
1Microsoft Office
Work authorization
No visa sponsorship is available.
