Senior Wealth Client Performance Analytics Consultant

About this role:

Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance Reporting Team within Wealth and Investment Management. This team provides client investment performance reporting solutions across complex account structures and groups for ultra-high net worth clients.

The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, verify portfolio accuracy, conduct intensive market research, monitor performance trends, and meet deliverables while leveraging solid understanding of performance analysis.

Learn more about our career areas and lines of business at wellsfargojobs.com.

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, US:

• 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:

• 4+ years experience using portfolio performance systems (Performer, First Rate, etc.)

• 2+ years experience working with Ultra 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 the organization and business partners

• Ability to manage multiple and competing priorities, meet deadlines, and work under pressure in a dynamic and complex environment

• Strong analytical and critical thinking skills, combined with high attention to detail and accuracy

• Demonstrated ability to manage tactical or strategic initiatives

• Successful completion of Certificate in Investment Performance Measurement (CIPM) designation

• Excellent verbal, written, and interpersonal communication skills

• Advanced proficiency with Microsoft Excel

Job Posting Locations:

• Charlotte, North Carolina

Posting End Date:

9 May 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.