Cfa Equity Portfolio Management Jobs (NOW HIRING)

About this role:

Wells Fargo is seeking an Equity Portfolio Manager (Wealth Investment Portfolio Manager) to construct and manage diversified investment portfolios of customized equity portfolios for High-net-worth and Ultra-high-net-worth clients across Wealth and Investment Management lines of business. This role is responsible for implementing portfolio strategies, managing asset allocations, and ensuring portfolios remain aligned with client objectives, risk tolerance, and investment guidelines.

The Equity Portfolio Manager partners with investment strategists, relationship managers, and other internal groups to deliver portfolio solutions that support long-term client outcomes. This role requires sound investment judgment, attention to detail, and the ability to evaluate market conditions and portfolio positioning while balancing risk and return objectives.

The successful candidate will manage a broad range of investment vehicles, while ensuring centralized portfolios remain consistent with strategic and tactical asset allocation guidance.

In this role, you will:

• Construct and manage optimized tax-aware portfolio solutions for client accounts across Wealth and Investment Management lines of business.

• Exercise independent judgment on portfolio management deliverables and day-to-day investment decisions.

• Manage a large volume of accounts tailored to individual client's needs.

• Monitor portfolio positioning, performance, and risk exposures to support client investment objectives.

• Partner with internal groups to construct and manage optimal portfolio solutions for client accounts.

• Implement portfolio changes and rebalancing activities based on market conditions, investment guidance, and client requirements.

• Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities.

• Deliver disciplined execution tailored to each client's needs for tax optimized transitions.

Required Qualifications:

• 2+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 65 examination, or a FINRA-recognized equivalent, sufficient to qualify for applicable registration requirements.

• Chartered Financial Analyst (CFA) designation or active progress toward completion of the CFA Program.

• Experience constructing and managing portfolios that include individual securities, mutual funds, and exchange-traded funds.

• Knowledge of portfolio construction, asset allocation, and investment risk management principles.

• Understanding of equity, fixed income, and multi-asset investment strategies.

• Strong analytical skills and the ability to interpret market trends and portfolio performance.

• Ability to exercise sound judgment and make investment decisions within established guidelines.

• Experience collaborating with advisors, investment strategists, relationship managers, and other wealth management professionals.

• Demonstrated proficiency in utilizing automated systems for asset allocation, reconciliation, and trading, including platforms such as Moxy, Fiserv, SEI, Aladdin Wealth, and InvestCloud.

• Strong communication and relationship management skills.

• Degree in Finance, Economics, Business, or a related field.

Job Expectations:

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or equivalent must be completed within a 90-day time period following commencement of employment if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

• Specific compliance policies may apply regarding outside activities or personal investing. Affected employees will be expected to provide required information and comply with applicable policy requirements.

• Hybrid schedule (3 days in office / 2 days remote). 100% telework or remote work location unavailable.

• This position is not eligible for Visa sponsorship

Work Location:

• 550 S. Tryon Street - Charlotte, NC 28202

• Required location listed above. Relocation assistance is not available.

Posting End Date:

*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, visitDisability 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.