About this role
Wells Fargo is seeking a
Wealth Client Performance Analytics Associate
In this role, you will
- Lead or participate in supporting financial advisor by providing analytics on existing and prospective clients within Wealth Client Analytics
- Review and analyze investment performance results for use in developing reports for clients, pension consultants, and internal management.
- Perform intensive market research to track new leads and follow ups.
- Verify accuracy of portfolio and benchmark performance results and monitors performance trends
- Respond to client request and conduct special analyses.
- Collect data and analyze investment performance results for use in developing reports for clients or internal management.
- Lead team to meet urgent deliverables while leveraging solid understanding of performance analysis
- Collaborate and consult with peers, managers, marketing staff, and clients.
- Develop with marketing, performance reports, for client presentations.
Required Qualifications
- 6+ months of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education.
Desired Qualifications
- 6+ years experience using portfolio performance systems (Performer, First Rate, etc.)
- Experience working with High-Net-Worth clients.
- Broad knowledge of investments including complex asset groups (Alternatives, Real Assets, and Options) and understanding of impact to investment performance
- Ability to identify and articulate issues, risks, and propose solutions to various levels of staff and management.
- Ability to manage multiple and competing priorities, meet deadlines, and work under pressure in a dynamic and complex environment.
Job Expectations
- Strong collaboration and partnering skills.
- Intermediate proficiency with Microsoft Excel.
- Excellent communication and interpersonal skills to collaborate with cross-functional teams.
Posting End Date
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 USAll 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.
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.
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