Investment Portfolio Control Consultant

Wells Fargo

Saint Louis, MO, US
Not specified; not specified; not specified
Hybrid
2+ years investment portfolio control experience
Leverage third-party tools like blackrock alladin
Conduct proactive outreach to reduce client risk
Wells Fargo is seeking an Investment Portfolio Control Consultant to join their FA Directed Portfolio Analysis team, which focuses on monitoring investment risk for financial advisors. The role involves collaborating with advisors, providing portfolio analytics, and utilizing various data sources to manage investment risk effectively

Job Summary

  • The role involves working directly with Financial Advisors to monitor investment risk and provide portfolio analytics support.
  • Team members are responsible for identifying, assessing, managing, and mitigating current and emerging investment risks across client accounts.
  • This position requires producing daily, monthly, quarterly, and annual investment risk reports for Senior Management.

Matching Summary

Match Score: 85

Wells Fargo is seeking an Investment Portfolio Control Consultant to join their FA Directed Portfolio Analysis team, which focuses on monitoring investment risk for financial advisors. The role involves collaborating with advisors, providing portfolio analytics, and utilizing various data sources to manage investment risk effectively.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 2+ years investment portfolio control experience
  • Leverage third-party tools like Blackrock Alladin
  • Conduct proactive outreach to reduce client risk

Nice-to-have

  • Strong analytical skills with high attention to detail
  • Experience leading projects with third party vendors
  • Ability to prioritize work under pressure

Key Requirements

  • 2+ years of investment portfolio control experience
  • FINRA Series 7 and Series 66 registration
  • BS/BA degree in accounting, finance, or related field
  • CFA designation or progress toward designation

Work Rights

Not specified

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