Wells Fargo Senior Wealth Client Performance Analytics Consultant 

India, Telangana, Hyderabad 

352949553

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 up
• 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
• Serve 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 Analysis
• 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
• Strong collaboration and partnering skills
• Intermediate proficiency with Microsoft Excel

30 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.