Wells Fargo-posted 4 months ago
Full-time • Mid Level
Charlotte, NC
1,001-5,000 employees
Credit Intermediation and Related Activities

Wells Fargo is seeking an Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth and Investment Management (WIM). In this role, you will partner with the relevant business group across the organization to identify, assess, manage and mitigate current and emerging investment risk. You will review and analyze basic portfolio risk and serve as a subject matter expert for measuring and managing investment risk. You will exercise independent judgment to guide medium risk deliverables and present recommendations for resolving moderately complex activities related to assessing portfolio risk exposures. Additionally, you will design, develop and test quantitative or analytic models or tools to help monitor and manage investment risk, collaborating and consulting with functional colleagues, internal and external partners and stakeholders regarding investment risk.

  • Partner with the relevant business group across the organization to identify, assess, manage and mitigate current and emerging investment risk
  • Review and analyze basic portfolio risk and serve as a subject matter expert for measuring and managing investment risk
  • Exercise independent judgment to guide medium risk deliverables
  • Present recommendations for resolving moderately complex activities related to assessing portfolio risk exposures
  • Design, develop and test quantitative or analytic models or tools to help monitor and manage investment risk
  • Collaborate and consult with functional colleagues, internal and external partners and stakeholders regarding investment risk
  • 2+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ 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 numerical field
  • Progress towards or an active Chartered Financial Analyst (CFA) designation or Financial Risk Manager (FRM) designation
  • 1+ year of experience communicating effectively with partners, such as Technology and Senior Risk Portfolio Managers
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