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
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- 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
- 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
- Knowledge and understanding of Investment tools such as Bloomberg or Factset application
- Solid critical thinking skills
- Ability to convert raw data into presentation format
- 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
- 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
- Knowledge and understanding of Investment tools such as Bloomberg or Factset application
- Solid critical thinking skills
- Ability to convert raw data into presentation format
- 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
26 Sep 2024
*Job posting may come down early due to volume of applicants.
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, status as a protected veteran, or any other legally protected characteristic.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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