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Wells Fargo Senior Wealth Client Performance Analytics Consultant 
India, Telangana, Hyderabad 
352949553

12.08.2024


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.