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.