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Wells Fargo · 21 hours ago

Investment Portfolio Control Consultant

CHARLOTTE, NC

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Wells Fargo is seeking an Investment Portfolio Control Consultant to support the Private Wealth Businesses within the Wealth and Investment Management (WIM) Investment Risk team. This role involves identifying, assessing, managing, and mitigating investment risks while collaborating with various stakeholders to ensure compliance with fiduciary standards.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Partner with the relevant business group across the organization to identify, assess, manage and mitigate current and emerging investment risk

Review and analyze basic portfolio risk and serves as a subject matter expert for measuring and managing investment risk

Exercise independent judgment to guide medium risk deliverables

Present recommendations for resolving moderately complex activities related to assessing portfolio risk exposures

Collaborate and consult with functional colleagues, internal and external partners and stakeholders regarding investment risk

Qualification

Investment portfolio controlInvestment risk assessmentTrustFiduciary investmentsAnalytical skillsMicrosoft ExcelFinance degreePartnership buildingPlanning skillsPrioritization skillsCFA designationCommunication skillsOrganizational skillsInterpersonal skillsAttention to detail

Required

2+ 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 MS 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

Glassdoor3.6

Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Founded in 1852

San Francisco, California, USA

10001+ employees

http://www.wellsfargo.com

Funding

Current Stage

Public Company

Total Funding

unknown

1978-10-06IPO

Leadership Team

Charlie Scharf

CEO

Fernando Rivas

CEO of Corporate & Investment Banking

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Company data provided by crunchbase