Lead Investment Portfolio Control Consultant

About this role:

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
• Design reporting framework and engage collaboratively to produce or contribute to investment risk reporting

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

Posting End Date:
5 Jan 2025
*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.

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.

Applicants with Disabilities

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

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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.