Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation) * Municipal fixed income ...
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation) * Municipal fixed income ...
The Fixed Income Strategies Team (FIST) is part of the Wells Fargo Investment Institute (WFII ... Analyst designation) * Proven ability to generate strong investment performance and deliver ...
The Fixed Income Strategies Team (FIST) is part of the Wells Fargo Investment Institute (WFII ... Analyst designation) * Proven ability to generate strong investment performance and deliver ...
Associate, Fixed Income Trade Support
Minneapolis, MN · Hybrid
$50K - $80K/yr
Serve as a Fixed Income Trade Support subject matter expert on projects. Projects & Testing - 20 ... Analysis, Securities Laws, Standard Operating Procedure (SOP), Trade Client Reporting, Trade ...
Associate, Fixed Income Trade Support
Minneapolis, MN · Hybrid
$50K - $80K/yr
Serve as a Fixed Income Trade Support subject matter expert on projects. Projects & Testing - 20 ... Analysis, Securities Laws, Standard Operating Procedure (SOP), Trade Client Reporting, Trade ...
Advanced problem identification, analytical and resolution skills required to support escalated ... Tasks, Fixed Income Investments, Group Problem Solving, Interpersonal Relationship Management ...
Advanced problem identification, analytical and resolution skills required to support escalated ... Tasks, Fixed Income Investments, Group Problem Solving, Interpersonal Relationship Management ...
Advanced problem identification, analytical and resolution skills required to support escalated ... Tasks, Fixed Income Investments, Group Problem Solving, Interpersonal Relationship Management ...
Advanced problem identification, analytical and resolution skills required to support escalated ... Tasks, Fixed Income Investments, Group Problem Solving, Interpersonal Relationship Management ...
Senior Treasury Analyst
Minneapolis, MN · On-site
$80K - $100K/yr
The role provides well-supported analysis and recommendations on fixed-income investment portfolio strategy, funding alternatives, liquidity management, derivatives and hedging strategies, and ...
Quick apply
Senior Treasury Analyst
Minneapolis, MN · On-site
$80K - $100K/yr
The role provides well-supported analysis and recommendations on fixed-income investment portfolio strategy, funding alternatives, liquidity management, derivatives and hedging strategies, and ...
Senior Treasury Analyst
Minneapolis, MN · On-site
$80K - $100K/yr
The role provides well-supported analysis and recommendations on fixed-income investment portfolio strategy, funding alternatives, liquidity management, derivatives and hedging strategies, and ...
Quick apply
Senior Treasury Analyst
Minneapolis, MN · On-site
$80K - $100K/yr
The role provides well-supported analysis and recommendations on fixed-income investment portfolio strategy, funding alternatives, liquidity management, derivatives and hedging strategies, and ...
USBAM Senior Research Analyst
Minneapolis, MN · On-site
$121K - $121K/yr
Direct experience analyzing traditional asset classes, including equities and fixed income; multi-asset experience preferred. Preferred Skills/Experience Professional Credentials & Expertise * CFA ...
USBAM Senior Research Analyst
Minneapolis, MN · On-site
$121K - $121K/yr
Direct experience analyzing traditional asset classes, including equities and fixed income; multi-asset experience preferred. Preferred Skills/Experience Professional Credentials & Expertise * CFA ...
Fixed Income Underwritings * Corporate bonds * Municipal bonds * ABS * Brokered CDs * Rule 144A ... Support accounting analysis for complex transactions, new products, and non-routine events.
Fixed Income Underwritings * Corporate bonds * Municipal bonds * ABS * Brokered CDs * Rule 144A ... Support accounting analysis for complex transactions, new products, and non-routine events.
Associate Analyst, High-Yield
$100K - $130K/yr
Collaborate with colleagues across fixed income, equities, data science, and sustainable research. * Provide support for senior analysts as they identify investment opportunities. Required ...
Associate Analyst, High-Yield
$100K - $130K/yr
Collaborate with colleagues across fixed income, equities, data science, and sustainable research. * Provide support for senior analysts as they identify investment opportunities. Required ...
Senior Trade Specialist
Minneapolis, MN · On-site
$66K - $91K/yr
Execute fixed-income orders timely, accurately and within all industry and firm rules and regulations. Analyze current market volatility, market structures, and other relevant characteristics and ...
Senior Trade Specialist
Minneapolis, MN · On-site
$66K - $91K/yr
Execute fixed-income orders timely, accurately and within all industry and firm rules and regulations. Analyze current market volatility, market structures, and other relevant characteristics and ...
Associate Analyst, High-Yield
Minneapolis, MN · On-site
$100K - $130K/yr
Collaborate with colleagues across fixed income, equities, data science, and sustainable research. * Provide support for senior analysts as they identify investment opportunities. Required ...
Associate Analyst, High-Yield
Minneapolis, MN · On-site
$100K - $130K/yr
Collaborate with colleagues across fixed income, equities, data science, and sustainable research. * Provide support for senior analysts as they identify investment opportunities. Required ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production ...
Sr. Accountant
Minneapolis, MN · Hybrid
$77K - $97K/yr
... fixed income underwriting activities (corporate bonds, municipal bonds, ABS, Broker CDs and Rule 144A offerings) * Assist with securities borrowing and lending transactions * Record and analyze ...
Sr. Accountant
Minneapolis, MN · Hybrid
$77K - $97K/yr
... fixed income underwriting activities (corporate bonds, municipal bonds, ABS, Broker CDs and Rule 144A offerings) * Assist with securities borrowing and lending transactions * Record and analyze ...
Private Placement Investment Analyst (Hybrid)
Saint Paul, MN · Hybrid
$75K - $165K/yr
As a member of the team, you will work closely with senior analysts and portfolio managers to ... fixed income credit through work experience or internships * Progress toward or interest in ...
Private Placement Investment Analyst (Hybrid)
Saint Paul, MN · Hybrid
$75K - $165K/yr
As a member of the team, you will work closely with senior analysts and portfolio managers to ... fixed income credit through work experience or internships * Progress toward or interest in ...
Private Placement Investment Analyst (Hybrid)
Saint Paul, MN · Hybrid
$75K - $165K/yr
As a member of the team, you will work closely with senior analysts and portfolio managers to ... fixed income credit through work experience or internships * Progress toward or interest in ...
Private Placement Investment Analyst (Hybrid)
Saint Paul, MN · Hybrid
$75K - $165K/yr
As a member of the team, you will work closely with senior analysts and portfolio managers to ... fixed income credit through work experience or internships * Progress toward or interest in ...
Product Manager Sr - Capital Markets Group
$91K - $202K/yr
The Fixed Income Product Manager Sr. is accountable for the strategy, delivery, and performance of ... analytics to offer customers a differentiated product experience. * Uses knowledge of emerging ...
Product Manager Sr - Capital Markets Group
$91K - $202K/yr
The Fixed Income Product Manager Sr. is accountable for the strategy, delivery, and performance of ... analytics to offer customers a differentiated product experience. * Uses knowledge of emerging ...
CFA - Level 1 Tutor
Minneapolis, MN · Remote
$40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
Minneapolis, MN · Remote
$40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
Fixed Income Analyst Internship information
What are some typical projects or tasks a Fixed Income Analyst Intern might work on during their internship?
What are the key skills and qualifications needed to thrive as a Fixed Income Analyst Intern, and why are they important?
What is a Fixed Income Analyst Internship?
What is the difference between Fixed Income Analyst Internship vs Fixed Income Analyst?
| Aspect | Fixed Income Analyst Internship | Fixed Income Analyst |
|---|---|---|
| Required Credentials | Typically pursuing or recent graduate, some finance or economics background | Bachelor's degree in finance, economics, or related field; often requires some experience |
| Work Environment | Internship programs, often in investment firms or banks, with mentorship | Full-time role in asset management, investment banking, or financial services |
| Employer & Industry Usage | Used as a training position for students or entry-level candidates | Professional role with ongoing responsibilities in fixed income markets |
The Fixed Income Analyst Internship is a temporary, training-focused position for students or recent graduates, providing exposure to fixed income markets. In contrast, the Fixed Income Analyst is a full-time professional role with ongoing responsibilities, requiring more experience and offering greater responsibility in analyzing and managing fixed income securities.
Full-time
Medical, Life, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Wells Fargo rating
7.8
Based on 687 frontline employees who took The Breakroom Quiz
65th of 141 rated banks
Job description
About this role:
The Fixed Income Strategies Team is searching for a Portfolio Manager - Municipal Fixed Income (Senior Wealth Investment Portfolio Manager).
The Fixed Income Strategies Team (FIST) is part of the Wells Fargo Investment Institute (WFII) and provides fixed income investment management designed to generate income and long term capital growth. Our team specializes in meeting the unique needs of High-net-worth individuals and institutional-style investors through fully discretionary actively managed fixed income portfolios. The FIST team provides taxable, tax advantaged, SMA strategies with a focus on investment grade securities across most asset classes / sectors and across the yield curve.
Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
Participate in fixed income outreach to internal partners
Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients
Required Qualifications:
4+ 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:
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
Municipal fixed income trading, research or portfolio management experience
Municipal Cash Management experience a plus
Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas
Knowledge of Bloomberg and or BondEdge
Knowledge of coding languages (VBA, Python, R, SQL)
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
Posting Locations:
550 South 4th Street - Minneapolis, MN 55415
550 South Tryon Street - Charlotte, NC 28202
Required location listed above. Relocation assistance is not available for this position
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$100,000.00 - $179,000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
21 Jun 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.
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.
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About Wells Fargo
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune's 2022 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
San Francisco, CA, US
Year founded
1852