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Wealth Investment Solutions Analyst

Company: Wells Fargo
Location: Charlotte
Posted on: August 7, 2022

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Wealth Investment Solutions Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at . In this role, you will:

  • Participate with Investment Strategists in evaluating the opportunity set for various alternative investment strategies, as well as global macro-economic trends
  • Develop models or other quantitative evaluation to support economic and market research
  • Create investment frameworks to use in analyzing investment and risk scenarios
  • Forecast market changes
  • Support, develop, and recommend investment strategies across lines of businesses
  • Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publicationsRequired Qualifications:
    • 2+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
      • A BS/BA degree or higher in business, finance, or economics
      • A Chartered Alternative Investment Analyst (CAIA) designation or progress towards
      • Ability to synthesize complex analytical findings into executive level communications
      • Ability to work effectively, as well as independently, in a team environment
      • Advanced Microsoft Excel skills, knowledge of R, Python and Tableau a plus
      • Excellent verbal, written, and interpersonal communication skills
      • Knowledge and understanding of alternative investment research, portfolio analysis or quantitative finance
      • Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or Factset applications 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, or status as a protected veteran. 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.

Keywords: Wells Fargo, Charlotte , Wealth Investment Solutions Analyst, Professions , Charlotte, North Carolina

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