Senior Manager - 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.