Alternative Investments Business Associate

at  Wells Fargo

Charlotte, NC 28202, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 May, 2025Not Specified05 Feb, 2025N/APowerpoint,Hedge Funds,Alternative Investments,Excel,Interpersonal Skills,Economics,Finance,Analytical Skills,TrainingNoNo
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Description:

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

  • 2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Working knowledge of private capital investments, hedge funds, and other alternative investments
  • Demonstrated analytical skills with high attention to detail and accuracy
  • Intermediate proficiency in Microsoft Office products (Excel, PowerPoint, Word)
  • A BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field
  • Demonstrated ability to communicate in a clear and concise manner for written documentation
  • Professional verbal and interpersonal skill

Responsibilities:

Wells Fargo is seeking a Product Manager - Alternative Investment for Alternative Investment Products as part of Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

  • Provide updates and other reporting responsibilities related to marketing collateral and other support materials for alternative investments business
  • Production of product materials and other support materials including customized client proposals, performance reports, product positioning papers, industry updates, ad-hoc sales support requests and other monthly and quarterly reporting responsibilities
  • Support new product launches, product closings and other platform changes
  • Work with external investment managers to obtain marketing collateral updates and other fund communications
  • Manage the compliance approval process across the firm for marketing materials
  • Support various projects related to the overall objectives of the department and strategic initiatives of the firm
  • Interact with internal partners including sales, marketing, legal, and operations

Required Qualifications:

  • 2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Working knowledge of private capital investments, hedge funds, and other alternative investments
  • Demonstrated analytical skills with high attention to detail and accuracy
  • Intermediate proficiency in Microsoft Office products (Excel, PowerPoint, Word)
  • A BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field
  • Demonstrated ability to communicate in a clear and concise manner for written documentation
  • Professional verbal and interpersonal skills

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule

Work Location:

  • 550 S Tryon Street - Charlotte, NC 28202


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Business administration economics accounting finance or other business-related field

Proficient

1

Charlotte, NC 28202, USA