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Investment Portfolio Senior Lead Securities Quantitative Model Solutions Specialist

ExperiencedNo visa sponsorship

Posted 15 days ago

No clicks

**Investment Portfolio Senior Lead: Securities Quant Model Specialist** Drive AI adoption, lead quantitative model development, and solve complex challenges across Wells Fargo's Investment Portfolio. Key responsibilities include: advising senior leadership, building systematic strategies, conducting research, developing automated trading algorithms, and collaborating cross-functionally. Required: 7+ years in Securities Quantitative Analytics, with a strong foundation in portfolio management, financial modeling, and relevant technical/AI tools. Foster team upskilling and drive innovative, company-wide strategies. Wells Fargo values equal opportunity and maintains a drug-free workplace.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Canada, United States

Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Securities Quantitative Model Solutions Specialist as a contributing member of the Investment Portfolio Product Team to design, develop and/or drive implementation of technical solutions and advance AI adoption across the organization.

The Wells Fargo Investment Portfolio (IP) manages the Companys Available-For-Sale (AFS) and Held-To-Maturity (HTM) securities and loan portfolios, and the Reinsurance and Bank Owned Life Insurance (BOLI) businesses as part of the Finance group. IP also provides strategic and analytical balance sheet support to the bank, as well as a centralized, street-facing trade execution and hedging function and centralized mortgage modeling for the enterprise.


In this role, you will:

  • Advise senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across Securities Quantitative Analytics
  • Combine mathematical programming and market expertise, to build and generate systematic strategies
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas companywide
  • Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
  • Use quantitative and technological techniques to solve complex business problems
  • Conduct research on trading cost models, liquidity models, risk models, portfolio construction methodology, and signal generation
  • Provide vision, direction and expertise to more experienced leadership on implementing innovative and significant business solutions that are large-scale cross-functional or companywide strategies
  • Develop automated trading algorithms, create cutting-edge derivative pricing models and empirical models, to provide insight into market behavior
  • Engage with all levels of professionals and managers companywide and serve as an expert advisor to leadership
  • Work constructively in collaboration with business, model development, model validation, and information technology


Required Qualifications:

  • 7+ years of Securities Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Management and work experience leading small development teams acting as a Product Owner - solution design; translating business needs into solution ideas
  • Relevant industry business subject matter expertise (portfolio management (with focus on mortgage products), forecasting, financial modeling, hedging, risk analytics) transferable the investment portfolio management use cases
  • Technical/AI tool fluency (practical, not theoretical) to promote and drive team to upskill and influence deepening business knowledge and expertise
  • Learning agility & curiosity (1st adopters), rapid prototyping & experimentation
  • Experience working with model developers to define and implement advanced analytical solutions 
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Posting End Date: 

7 May 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 units 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.


Investment Portfolio Senior Lead Securities Quantitative Model Solutions Specialist

Compensation

Not specified

City: Not specified

Country: Canada, United States

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

15 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Investment Portfolio Senior Lead: Securities Quant Model Specialist** Drive AI adoption, lead quantitative model development, and solve complex challenges across Wells Fargo's Investment Portfolio. Key responsibilities include: advising senior leadership, building systematic strategies, conducting research, developing automated trading algorithms, and collaborating cross-functionally. Required: 7+ years in Securities Quantitative Analytics, with a strong foundation in portfolio management, financial modeling, and relevant technical/AI tools. Foster team upskilling and drive innovative, company-wide strategies. Wells Fargo values equal opportunity and maintains a drug-free workplace.

Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Securities Quantitative Model Solutions Specialist as a contributing member of the Investment Portfolio Product Team to design, develop and/or drive implementation of technical solutions and advance AI adoption across the organization.

The Wells Fargo Investment Portfolio (IP) manages the Companys Available-For-Sale (AFS) and Held-To-Maturity (HTM) securities and loan portfolios, and the Reinsurance and Bank Owned Life Insurance (BOLI) businesses as part of the Finance group. IP also provides strategic and analytical balance sheet support to the bank, as well as a centralized, street-facing trade execution and hedging function and centralized mortgage modeling for the enterprise.


In this role, you will:

  • Advise senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across Securities Quantitative Analytics
  • Combine mathematical programming and market expertise, to build and generate systematic strategies
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas companywide
  • Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
  • Use quantitative and technological techniques to solve complex business problems
  • Conduct research on trading cost models, liquidity models, risk models, portfolio construction methodology, and signal generation
  • Provide vision, direction and expertise to more experienced leadership on implementing innovative and significant business solutions that are large-scale cross-functional or companywide strategies
  • Develop automated trading algorithms, create cutting-edge derivative pricing models and empirical models, to provide insight into market behavior
  • Engage with all levels of professionals and managers companywide and serve as an expert advisor to leadership
  • Work constructively in collaboration with business, model development, model validation, and information technology


Required Qualifications:

  • 7+ years of Securities Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Management and work experience leading small development teams acting as a Product Owner - solution design; translating business needs into solution ideas
  • Relevant industry business subject matter expertise (portfolio management (with focus on mortgage products), forecasting, financial modeling, hedging, risk analytics) transferable the investment portfolio management use cases
  • Technical/AI tool fluency (practical, not theoretical) to promote and drive team to upskill and influence deepening business knowledge and expertise
  • Learning agility & curiosity (1st adopters), rapid prototyping & experimentation
  • Experience working with model developers to define and implement advanced analytical solutions 
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Posting End Date: 

7 May 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 units 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.