Wealth Investment Solutions Associate

3 months ago

Bengaluru Karnataka, India Wells Fargo Full time

**About this role**:
Wells Fargo is seeking a Wealth Investment Solutions Associate within the Global Asset Allocation group that exists in The Investment Solutions Center of Excellence in the Wealth Investment Management division. The Global Asset Allocation team is dedicated to helping investors achieve their long-term investment goals through asset allocation guidance and thematic market research.

**In this role, you will**:

- Participate with Investment Strategists in performing economic and market evaluation across lines of businesses
- Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
- Support, develop, and recommend strategies
- Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

**Required Qualifications**:

- 6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in Wealth Investment Solutions, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:

- ** High attention to detail and accuracy**:

- ** Proficiency in MS Office (Word, Excel, Visio, PowerPoint)**:

- ** Ability to manage multiple and competing priorities**:

- ** A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation**:

- ** Excellent verbal, written, and interpersonal communication skills**:

- ** Knowledge and understanding of investment research, portfolio analysis or quantitative finance**:

- ** Solid critical thinking skills**:

- ** Ability to convert raw data into presentation format**

**Job Expectations**:

- ** Follow processes and procedures to complete end-to-end tasks such as updating spreadsheets and delivering files to appropriate recipients**:

- ** Collect information from multiple groups within Global Securities Research and organize the data for monthly performance reporting**:

- ** Compile fundamental and economic data**:

- ** Develop and maintain databases**

**Desired Qualifications**:

- ** High attention to detail and accuracy**:

- ** Proficiency in MS Office (Word, Excel, Visio, PowerPoint)**:

- ** Ability to manage multiple and competing priorities**:

- ** A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation**:

- ** Excellent verbal, written, and interpersonal communication skills**:

- ** Knowledge and understanding of investment research, portfolio analysis or quantitative finance**:

- ** Solid critical thinking skills**:

- ** Ability to convert raw data into presentation format**

**Job Expectations**:

- ** Follow processes and procedures to complete end-to-end tasks such as updating spreadsheets and delivering files to appropriate recipients**:

- ** Collect information from multiple groups within Global Securities Research and organize the data for monthly performance reporting**:

- ** Compile fundamental and economic data**:

- ** Develop and maintain databases**

**Posting End Date**:
26 Sep 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.

**Wells Fargo Recruitment and Hiring Requirements**:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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