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Senior Wealth Client Performance Analytics Consultant
Location:
Charlotte, NC
Description:
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 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, 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 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 the organization and business partnersAbility to manage multiple and competing priorities, meet deadlines, and work under pressure in a dynamic and complex environmentStrong analytical and critical thinking skills, combined with high attention to detail and accuracyDemonstrated ability to manage tactical or strategic initiativesSuccessful completion of Certificate in Investment Performance Measurement (CIPM) designationExcellent verbal, written, and interpersonal communication skillsAdvanced proficiency with Microsoft Excel Job Posting Locations: Charlotte, North Carolina Posting End Date: 23 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.PDN-9bccfe5b-7a2c-4f9f-9610-63f5c7a8cdb8
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More About this Listing: Senior Wealth Client Performance Analytics Consultant
Senior Wealth Client Performance Analytics Consultant is a Consulting Jobs Consultant Job at Wells Fargo located in Charlotte NC. Find other listings like Senior Wealth Client Performance Analytics Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
Senior Wealth Client Performance Analytics Consultant is a Consulting Jobs Consultant Job at Wells Fargo located in Charlotte NC. Find other listings like Senior Wealth Client Performance Analytics Consultant by searching Oodle for Consulting Jobs Consultant Jobs.