About this role:

Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant.

In this role, you will:

Lead or participate in supporting financial advisor by providing analytics on existing and prospective clients within Wealth Client AnalyticsReview and analyze investment performance results for use in developing reports for clients, pension consultants, and internal managementPerform intensive market research to track new leads and follow upVerify accuracy of portfolio and benchmark performance results and monitors performance trendsRespond to client request and conduct special analysesCollect data and analyze investment performance results for use in developing reports for clients or internal managementLead team to meet urgent deliverables while leveraging solid understanding of performance analysisCollaborate and consult with peers, managers, marketing staff, and clientsDevelop with marketing, performance reports, for client presentationsServe as mentor

Required Qualifications:

4+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

overall 10+ years of experience and should have knowledge in Performance Analysis6+ years' experience using portfolio performance systems (Performer, First Rate, etc.)Experience working with High-Net-Worth clientsBroad knowledge of investments including complex asset groups (Alternatives, Real Assets, and Options) and understanding of impact to investment performanceAbility to identify and articulate issues, risks, and propose solutions to various levels of staff and managementAbility to manage multiple and competing priorities, meet deadlines, and work under pressure in a dynamic and complex environmentStrong collaboration and partnering skillsIntermediate proficiency with Microsoft Excel

Posting End Date: 

30 Oct 2024

*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 US: 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.

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 Disabilities

To 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.