Wells Fargo

Associate Fixed Income Portfolio Manager

The Associate Fixed Income Portfolio Manager role at Wells Fargo focuses on supporting the portfolio management team in creating fixed income strategies for clients. Key requirements include at least 6 months of relevant experience and completion of FINRA Series 65 or equivalent. This position emphasizes collaboration and understanding macroeconomic trends in portfolio management.

Date - JobBoardly X Webflow Template
Posted on:
 
May 26, 2026

About this role:

Wells Fargo is seeking an Associate Fixed Income Portfolio Manager (Wealth Investment Associate Portfolio Manager) to join the Fixed Income Strategies Team (FIST) within the Wells Fargo Investment Institute (WFII).

This team delivers actively managed fixed income portfolios focused on income generation, risk management, and long-term capital appreciation for high-net-worth individuals and institutional-style investors. Strategies span taxable and tax-advantaged solutions, with an emphasis on investment grade securities across sectors and the yield curve.

In this role, you will:

  • Support the Fixed Income Strategies Team’s portfolio management, client servicing, and operational processes
  • Partner with the portfolio management team in security selection, research and risk management mandates
  • Receive direction from senior staff and exercise independent judgment while developing understanding of Investment management function, policies, procedures, and compliance requirements
  • Participate with managers in constructing portfolios that are consistent with the assigned strategies
  • Contribute to portfolio positioning aligned with macroeconomic trends and fixed income market conditions

Required Qualifications:

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

Desired Qualifications:

  • Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
  • Investment management knowledge and understanding of the fixed income markets
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Knowledge of Bloomberg and or BondEdge
  • Experience utilizing AI to enhance workflows

Job Expectations:

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • This position is not eligible for Visa sponsorship.

Pay Transparency

N/A

Benefits

Benefits may include medical, dental, and vision coverage; paid time off; retirement plans; and educational assistance.

Application Window

8 Jun 2026