Investment Portfolio Control Consultant Job at Wells Fargo (Charlotte)

New

Senior Investment Portfolio Control Consultant

Wells Fargo is seeking a Senior Investment Portfolio Control Consultant to suppo...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

February 16, 2026

Requirements

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

Job Responsibility

Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk
Review and analyze portfolio risk
Serve as a subject matter expert for measuring and managing investment risk
Perform complex activities related to assessing portfolio risk exposures
Independently resolve moderately complex issues
Lead team to monitor and manage investment risk deliverables while leveraging solid understanding of the effectiveness of portfolio asset allocation strategies
Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals
Potentially lead projects, teams or serve as a mentor for less experienced staff

Fulltime

Structurer

Markets strategic investment deal lead - responsible for sourcing, executing and...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Investment structuring, negotiation and execution
Company research, landscape analysis and valuation – especially early stage companies
Understanding of emerging technologies, innovation & digital disruption
Knowledge of Markets businesses and ability to apply this to investment strategies
A network of contacts in Markets Tech, Fintech, Corporate VC and/or venture capital industry. Willingness to establish additional contacts through industry networking
Strong financial reporting and accounting background
Superior financial modelling skills and acumen
Strong verbal and written communication skills including preparation of investment memos and analysis
Strong financial and non-financial risk management skills
Ability to work unsupervised and adjust priorities quickly as circumstances dictate

Job Responsibility

Identify and execute on new strategic investment opportunities relevant to Citi capital markets strategy
Develop internal and external sourcing network for identifying and evaluating new opportunities
Lead or co-lead all aspects of equity venture investment transactions including sourcing, due diligence, strategic analysis, financial analysis and modelling, deal structuring, deal negotiation, and deal documentation review
Develop and prepare investment materials for the Investment Committee that outline the strategic benefits of investment, investment terms, and other relevant information for potential investments
Conduct portfolio management of existing investments, including support for governance, administration and portfolio lifecycle events
Monitor operational and financial performance of portfolio companies
facilitate quarterly performance analysis for individual companies and full investment portfolio
Lead internal control function engagement for covered investments
Proactively work with portfolio companies and internal stakeholders to execute on partnership and growth strategies
Support broader team investment and management activities, building strong working relationships with investing team members across the division.

What we offer

Commitment to providing an inclusive workplace
Commitment to equal opportunity and affirmative action
Potential internal mobility and career advancement opportunities.

Fulltime

IT Business Lead Analyst

The IT Business Lead Analyst is a senior-level position responsible for liaising...

Location

India , Pune; Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in business analysis or systems analysis
business analysis, with proven experience in Investment products (Mutual Funds, Fixed Income, Equities, Alternative Investments etc) or in building Investment advisory platforms (Risk Profiling, Suitability assessment, Investment portfolio performance reporting, Investment products on digital channels, Insurance products sales etc)
experience working with - Brokerage products, mutual funds, fixed income, investment advisory etc. is preferred
demonstrated ability to effectively use complex analytical, interpretive and problem-solving techniques
proven interpersonal, diplomatic and influencing skills
consistently demonstrate clear and concise written and verbal communication

Job Responsibility

Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment
consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
evaluate new IT developments and evolving business requirements and recommend appropriate systems alternatives and/or enhancements to current systems by analyzing business processes, systems and industry standards
provide in-depth and sophisticated analyses with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
supervise day-to-day staff management issues, including resource management, work allocation, mentoring/coaching and other duties and functions as assigned
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Psi treasury luxembourg avp

As part of the Finance team, you'll help shape Barclays' financial strategy thro...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Understanding of client investment objectives, risk tolerance, and market preferences
Analysis of market conditions, economic trends, and regulatory developments to identify potential structuring opportunities
Development and design of innovative financial products
Structure transactions that effectively allocate risk and reward among various stakeholders
Estimation of the pricing and valuation of structured products using complex financial modelling and valuation techniques
Assessment of the credit, market, and operational risks associated with structured products
Development of risk management strategies
Drafting and review of legal documentation for structured transactions
Assistance in negotiating and finalising legal documentation with clients and counterparties
Management of the performance of structured product portfolios

Job Responsibility

Design and structure complex financial products, such as derivatives, structured notes, and securitisations, to meet the specific needs of clients and market conditions

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Wellness rooms
On-site cafeterias
Fitness centers
Tech-equipped workstations
Flexible working arrangements
Hybrid working

New

Senior Lead Credit Risk Officer

Wells Fargo is seeking a Senior Lead Credit Risk Officer to join the CIB Credit ...

Location

United States , New York; Charlotte

Salary:

185000.00 - 300000.00 USD / Year

Wells Fargo

Expiration Date

February 10, 2026

Requirements

7+ years of Credit Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
A BS/BA degree or higher in accounting, finance, or economics
Strong credit and financial analysis skills
Demonstrated ability to operate independently and effectively build relationships within a matrixed environment to influence outcomes within Corporate & Investment Banking
Proven ability to monitor risk exposures at the group, line of business and product levels
Ability to identify and monitor current and emerging risks and take appropriate action when business activities exceed established risk appetite levels
Excellent verbal, written, and interpersonal communication skills
Experience in designing and executing robust processes and controls
Ability to influence and consult strategically across a large organization and with various levels of leadership/stakeholders
Collaborative mindset with ability to work in a dynamic environment with changing priorities

Job Responsibility

Monitor, assess and report on asset quality and portfolio trends, with a focus on initiative-taking and forward-looking indicators
Provide credible challenge of line of business credit products, programs, and risk limits
Advise senior leadership to develop and implement strategies, programs and policies with a direct and significant impact on credit risk appetite
Lead the strategy and resolution of highly complex and unique challenges to drive the company credit culture, appetite, and business performance requiring in-depth evaluation across multiple areas or companywide
Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions
Collaborate and consult with peers, colleagues, and business portfolio managers to resolve issues efficiently and effectively and ad hoc requests
Interact with Audit, Legal, external agencies, and regulatory bodies on credit risk related topics

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Accountant Senior - Investments

Performs complex accounting processes, creates budgets and pro formas for design...

Location

United States , Tucson

Salary:

Not provided

Tucson Medical Center

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance
Four (4) - six (6) years years accounting, investment analysis and/or auditing experience
Ability to create, interpret, and work with financial data
Ability to define problems, draw valid conclusions, and present resolution
Knowledge of and ability to improve processes and policy
Display advanced skills including organizing tasks, providing written and verbal communication, researching records and reports, use of computer applications and systems to include: Word, EXCEL, Outlook and accounting software

Job Responsibility

Performs complex accounting processes, creates budgets and pro formas
Responsible for analyzing and reporting the organizations investments with portfolio in accordance with GAAP, regulatory requirements and internal policy
Responsible for accurate accounting for investment transactions, supports financial audits and collaborate with Treasury and other finance teams as well as the external investment managers
Evaluates processes and provides recommendations regarding internal control or process efficiency
Understands complex accounting issues and can make recommendations regarding correct Generally Accepted Accounting Principles (GAAP) treatment
Analyzes business operations and provides consultation for optimum system utilization
Sr. Accounting Analyst will assist also be responsible for other accounting related activities and responsibilities in month-end close
Works effectively with all levels within the organization
acts as a liaison with staff to assess their needs and provide information and support as needed
Advise and support team members to set priorities and utilize problem-solving techniques

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4 years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Investment Portfolio Control Consultant

Wells Fargo

Location:
United States , Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 04, 2026

Expiration:
February 16, 2026

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