Wells Fargo · 22 hours ago
Senior Investment Portfolio Control Consultant
CHARLOTTE, NC
Full-time
Hybrid
Mid, Senior Level
4+ years expWells Fargo is seeking a Senior Investment Portfolio Control Consultant to support the Private Wealth Businesses within the Wealth and Investment Management Investment Risk team. This role involves leading efforts to identify, assess, manage, and mitigate investment risks while collaborating with various business groups to achieve goals.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk
Review and analyze portfolio risk
Serve as a subject matter expert for measuring and managing investment risk
Perform complex activities related to assessing portfolio risk exposures
Independently resolve moderately complex issues
Lead team to monitor and manage investment risk deliverables while leveraging solid understanding of the effectiveness of portfolio asset allocation strategies
Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals
Potentially lead projects, teams or serve as a mentor for less experienced staff
Qualification
Required
4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Emphasis in identifying investment risks and developing remediation plans
Experience working with Trust or Fiduciary investments
Proven analytical skills with high attention to detail and accuracy
Demonstrated ability to plan, organize, and prioritize work in a dynamic and complex environment
Experience building effective partnerships to achieve goals to meet deadlines
Intermediate Microsoft Office Skills, including Excel
A BS/BA degree or higher in finance, accounting, or economics
Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
Excellent verbal, written, and interpersonal communication skills
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-02-04
2026-02-04
2026-02-03
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