Wealth Client Performance Analytics Associate
2 weeks ago
Job Profile Summary :
Wells Fargo is seeking a
Senior Wealth Client Performance Analytics Consultant for the Investment Performance Reporting Team within Wealth and Investment Management.
Covers jobs which collect data, analyze investment performance results, and conduct intensive market research for use in developing reports and presentations for clients or internal management.
Verifies accuracy of portfolio.About this role:
Wells Fargo seeking a wealth client performance Analytics consultant...
- 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 ups.
- 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.
Required Qualifications:
- 5+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training etc.
- 5+ years experience using portfolio performance systems (Performer, First Rate, etc.)
- Knowledge of the different advisory products
- Experience working with High-NetWorth 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.
Job Posting Location:
- Hyderabad, Telangana.
Shift:
-
8 am to 5pm CST
Posting End Date:
5 Mar 2024
Job posting may come down early due to volume of applicants.
We Value Diversity
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.
Applicants with Disabilities
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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