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Head of Risk Aggregation, Reporting and Capital – CIB Markets Portfolio Management

Wells Fargo

Head of Risk Aggregation, Reporting and Capital – CIB Markets Portfolio Management

full-timePosted: Aug 27, 2026Updated: Sep 3, 2026NC, CHARLOTTE

Job Description

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading. Learn more about the career areas and lines of business at wellsfargojobs.com. About this role:Wells Fargo is seeking the Head of Risk Aggregation, Reporting and Capital to lead the capital management, regulatory reporting, risk aggregation, and portfolio analytics functions for the Markets division. Reporting to the Head of Markets Portfolio Management, this leader will establish and oversee a centralized function responsible for delivering a comprehensive view of counterparty and lending exposures across Equities, Commodities, Credit, Macro, Municipals, and Structured Products Group (SPG).This role is critical to enhancing balance sheet optimization, regulatory reporting, capital efficiency, and portfolio transparency across the Markets platform. The successful candidate will partner closely with senior leaders across Markets, Finance, Product Control, Sales, Technology, the COO organization, and Independent Risk Management to drive strategic initiatives, strengthen governance, and advance the division's data and technology agenda.In this role, you will:Build and lead a centralized risk aggregation function that provides an integrated view of counterparty, lending, and portfolio exposures across all Markets businessesDevelop and oversee portfolio reporting and analytics, including risk, returns, concentration, utilization, and performance metrics across Markets Portfolio Management coverage teamsLead regulatory reporting activities for the Markets division, including Basel submissions, FR 2052a reporting, Basel III Endgame implementation, and other regulatory initiativesPartner with business leaders and deal teams to evaluate capital-efficient transaction structures and optimize balance sheet utilization through RWA, capital, and returns analysisDeliver comprehensive management reporting and executive dashboards, including Power BI solutions used to monitor balance sheet usage, pipeline activity, risk appetite, portfolio concentrations, and strategic objectivesCollaborate with Finance, Product Control, Sales, Technology, COO, and Independent Risk Management teams to establish a consistent data framework and enhance data quality, governance, and reporting capabilitiesDrive the Markets Portfolio Management data and technology strategy, including automation, advanced analytics, and the implementation of AI-enabled solutionsEstablish governance frameworks, operating routines, and execution disciplines for a newly centralized function while ensuring alignment with enterprise risk and business objectivesLead, develop, and mentor a team responsible for capital management, regulatory reporting, portfolio analytics, and strategic reporting, fostering a high-performance and collaborative cultureServe as a senior advisor to Markets leadership by providing insights on portfolio performance, emerging risks, capital allocation, and strategic decision-makingRequired Qualifications:10+ years of CIB Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education4+ years of management or leadership experienceDesired Qualifications:Experience across Markets products, including prime, stock loan/borrow, equity swaps, FCM, OTC derivatives, repo/reverse repo, TRS, TBA, structured financing and term margin loansExperience evaluating Basel treatment across securitization, wholesale, counterparty and market riskKnowledge of RWA calculation drivers and experience reviewing SSFA and SFA submissionsCapital advisory experience, including capital-efficient structuring and portfolio returns analysisExperience with balance sheet forecasting, CCAR stress testing, concentration limit forecasting, and CTC and SCCL submissionsExperience building Power BI management reporting and dashboardsExperience developing AI use cases for underwriting, portfolio management and reportingStructured products origination or underwriting experience a plusExperience leading teams across multiple locations, including offshore and Wells Fargo India resourcesAbility to synthesize complex analysis into executive level communicationsAbility to build a function from the ground upProficient in Excel and PowerPointJob Expectations:Visa sponsorship is not availableAbility to travel domestically and internationallyThis position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.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.Posting Location: 550 S Tryon St. - Charlotte, North Carolina 28202Posting End Date: 6 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo 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.

Locations

  • NC, CHARLOTTE

Skills Required

  • RWA calculation driversintermediate
  • balance sheet forecastingintermediate
  • Power BI management reportingintermediate
  • Excelintermediate

Required Qualifications

  • 10+ years of CIB Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (experience, 10 years)
  • 4+ years of management or leadership experience (experience, 4 years)
  • Experience across Markets products, including prime, stock loan/borrow, equity swaps, FCM, OTC derivatives, repo/reverse repo, TRS, TBA, structured financing and term margin loans (experience)
  • Experience evaluating Basel treatment across securitization, wholesale, counterparty and market risk (experience)
  • Knowledge of RWA calculation drivers and experience reviewing SSFA and SFA submissions (experience)
  • Capital advisory experience, including capital-efficient structuring and portfolio returns analysis (experience)
  • Experience with balance sheet forecasting, CCAR stress testing, concentration limit forecasting, and CTC and SCCL submissions (experience)
  • Experience building Power BI management reporting and dashboards (experience)
  • Experience developing AI use cases for underwriting, portfolio management and reporting (experience)
  • Structured products origination or underwriting experience a plus (experience)
  • Experience leading teams across multiple locations, including offshore and Wells Fargo India resources (experience)
  • Ability to synthesize complex analysis into executive level communications (experience)
  • Ability to build a function from the ground up (experience)
  • Proficient in Excel and PowerPoint (experience)
  • a. Third-Party recordings are prohibited unless authorized by Wells Fargo. (experience)
  • b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. (experience)

Responsibilities

  • Build and lead a centralized risk aggregation function that provides an integrated view of counterparty, lending, and portfolio exposures across all Markets businesses
  • Develop and oversee portfolio reporting and analytics, including risk, returns, concentration, utilization, and performance metrics across Markets Portfolio Management coverage teams
  • Lead regulatory reporting activities for the Markets division, including Basel submissions, FR 2052a reporting, Basel III Endgame implementation, and other regulatory initiatives
  • Partner with business leaders and deal teams to evaluate capital-efficient transaction structures and optimize balance sheet utilization through RWA, capital, and returns analysis
  • Deliver comprehensive management reporting and executive dashboards, including Power BI solutions used to monitor balance sheet usage, pipeline activity, risk appetite, portfolio concentrations, and strategic objectives
  • Collaborate with Finance, Product Control, Sales, Technology, COO, and Independent Risk Management teams to establish a consistent data framework and enhance data quality, governance, and reporting capabilities
  • Drive the Markets Portfolio Management data and technology strategy, including automation, advanced analytics, and the implementation of AI-enabled solutions
  • Establish governance frameworks, operating routines, and execution disciplines for a newly centralized function while ensuring alignment with enterprise risk and business objectives
  • Lead, develop, and mentor a team responsible for capital management, regulatory reporting, portfolio analytics, and strategic reporting, fostering a high-performance and collaborative culture
  • Serve as a senior advisor to Markets leadership by providing insights on portfolio performance, emerging risks, capital allocation, and strategic decision-making

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