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Wealth Client Performance Analytics Associate

1 month ago

Bengaluru Karnataka, India Wells Fargo Full time

**About this role**:
Wells Fargo is seeking a **Wealth Client Performance Analytics Associate** for the Investment Performance Reporting Team within Wealth and Investment Management. This team provides client investment performance reporting solutions across complex account structures and groups for High-Net-Worth Clients.

**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 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**:

- 6+ months of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

**Desired Qualifications**:

- 6+ years experience using portfolio performance systems (Performer, First Rate, etc.)
- Experience working with 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 staff and management.
- Ability to manage multiple and competing priorities, meet deadlines, and work under pressure in a dynamic and complex environment.

**Job Expectations**:

- Strong collaboration and partnering skills.
- Intermediate proficiency with Microsoft Excel.
- Excellent communication and interpersonal skills to collaborate with cross-functional teams.

**Posting End Date**:
**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.