Investment Portfolio Control Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Investment Portfolio Control Associate for the Wealth and Investment Management (WIM) Investment Risk team. The WIM Investment Risk team is responsible for the design, implementation, and execution of the WIM Investment Risk program which sets the standards and requirements for investment activities when acting as fiduciary. Programs include investment portfolio, product and individual security risk monitoring. This role supports the Fiduciary and Trust Services business, including the high-net-worth and ultra-high-net-worth client segments.

Job Responsibility:

Partner with business groups to identify, assess, manage and mitigate current and emerging investment risk
Review and analyze basic portfolio risk and serve as 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 to help monitor and manage investment risk
Collaborate and consult with functional colleagues, internal and external partners and stakeholders regarding investment risk

Requirements:

2+ years of investment portfolio control experience or equivalent demonstrated through work experience, training, military experience, or education
Emphasis in identifying investment risks and developing remediation plans
Experience working with Trust or Fiduciary investments
Proven analytical skills with high attention to detail and accuracy
Demonstrated ability to plan, organize, and prioritize work in a dynamic and complex environment
Experience building effective partnerships to achieve goals to meet deadlines
Intermediate Microsoft Office Skills, including Excel
A BS/BA degree or higher in finance, accounting, or economics
Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
Excellent verbal, written, and interpersonal communication skills

Nice to have:

Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
Experience working with Trust or Fiduciary investments
Emphasis in identifying investment risks and developing remediation plans

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Portfolio Control Consultant