Lead Investment Portfolio Control Consultant

at  Wells Fargo

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:

• 5+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• 5+ years of quantitative financial market theory, portfolio management, and investment risk measurement
• 2+ years of working knowledge with Blackrock Aladdin
• 2+ years of working knowledge with one or more of the following computing packages - Python, SAS, or SQL
• Bachelor’s or Master’s in one of the following concentrations: mathematics, computer science, engineering, economics, or a similarly numerate field
• An active Chartered Financial Analyst (CFA) designation or Financial Risk Manager (FRM) designation
• Experience communicating effectively with partners, such as Technology and Senior Risk Portfolio Manager

Wells Fargo is seeking a Lead Investment Portfolio Control Consultant in Investment Risk as part of Wealth & Investment Management (WIM). This role is located within Investment Solutions Center of Excellence acting as a first line of defense for WIM. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Lead or partner with the relevant business group to identify, measure, assess, manage and mitigate current and emerging investment risk
• Review and analyze complex portfolio risk using quantitative methods
• Provide input into complex investment processes and governance, including updating Investment Risk Committee on key initiatives and portfolio metrics
• Resolve complex issues requiring strong understanding of the function, policies, procedures and compliance requirements
• Recommend solutions to improve efficiency, profitability, to reduce expense, and drive new initiatives
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Lead department wide projects and initiatives, teams or serve as a peer mentor

Required Qualifications:

• 5+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of quantitative financial market theory, portfolio management, and investment risk measurement
• 2+ years of working knowledge with Blackrock Aladdin
• 2+ years of working knowledge with one or more of the following computing packages - Python, SAS, or SQL
• Bachelor’s or Master’s in one of the following concentrations: mathematics, computer science, engineering, economics, or a similarly numerate field
• An active Chartered Financial Analyst (CFA) designation or Financial Risk Manager (FRM) designation
• Experience communicating effectively with partners, such as Technology and Senior Risk Portfolio Managers

Job Expectations:

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

Work Location:

• 550 South Tryon Street - Charlotte, NC 28202