Investment Portfolio Control Consultant jobs in United States
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Wells Fargo · 14 hours ago

Investment Portfolio Control Consultant

positionCHARLOTTE, NC
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ 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
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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

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
dateFounded in 1852
location
San Francisco, California, USA
people-size10001+ employees
web-link
http://www.wellsfargo.com

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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