Global Investment Strategy Associate

About this role:

Wells Fargo is seeking a Global Investment Strategy Associate (Wealth Investment Solutions Associate) to join the Wells Fargo Investment Institute. The Global Investment Strategy (GIS) team offers investment guidance to investment professionals and clients.  The GIS team strives to deliver accurate, timely and easy-to-understand investment strategy and research to help investors identify potential opportunities in financial, real estate, and commodity markets, and in hedge fund and private capital strategies.

The associate partners with senior investment analysts and strategists formulating asset allocation guidance, tracking performance of model portfolios, and contributing to a variety of reports for internal and external audiences covering topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance.

In this role, you will:

• Participate in performing economic and market evaluation to support the formulation of asset allocation guidance under the guidance of senior analysts
• Track model portfolio performance and contribute to a variety of reports for both internal and external audiences
• Develop charts and support portfolio optimization and other quantitative analysis
• Prepare and present team analysis and recommendations to various audiences
• Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
• Support, develop, and recommend strategies
• Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

Required Qualifications:

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

Desired Qualifications:

• Bachelor’s degree or higher in Business, Finance, Economics, or a related field
• Strong analytical skills, with the ability to synthesize complex findings into clear, executive‑level communications
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively both independently and in a collaborative team environment
• Intermediate Microsoft Excel skills
• Knowledge and understanding of investment research, including portfolio analysis and/or quantitative finance
• Experience using investment research platforms, such as Bloomberg, Morningstar, or FactSet
• Experience with data analysis and visualization tools, including R, Python, and Tableau
• Knowledge of digital currencies and related financial markets
• CFA

Job Expectations:

• This position is not eligible for Visa sponsorship.

Posting Locations:

• 550 S. Tryon Street - Charlotte, NC 28202
• 2801 Market Street - St. Louis, MO 63103
• Required locations listed above. Relocation assistance is not available for this position

Posting End Date: 

29 Mar 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.