Senior Investment Portfolio Control Consultant Job at Wells Fargo (Charlotte)

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

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

!

Senior Valuation Associate – Alternative Investments

A leading global investment firm with over $50B in assets under management is se...

Location

United States , Boston

Salary:

90000.00 - 110000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Strong understanding of financial statements (balance sheet, income statement, cash flows)
Familiarity with capital markets, corporate securities, and capital structures
experience with financial modeling
Strong financial statement analysis skills
Ability to prioritize multiple responsibilities under tight deadlines with superior organizational skills
Ability to interpret complex legal documents
Excellent oral and written communication skills
2+ years of accounting/finance experience with exposure to valuation techniques (DCF, market comparables)
Background in private credit, valuation consulting, or Big 4 accounting firm
Preference for prior credit/direct lending experience

Job Responsibility

Perform quarterly valuation analyses on companies and securities using internal valuation models
Monitor portfolio company performance, including financial spreading and analytics
Communicate trends and performance drivers to senior management and report on credit metrics
Liaise with deal teams, finance/operations teams, and external valuation consultants
Synthesize data to support, challenge, and reconcile conclusions, including back-testing and stress-testing
Recommend enhancements to valuation processes and methodologies in line with best practices
Manage external valuation audit processes, including internal controls

What we offer

bonus and best-in-class benefits

Fulltime

New

Corporate Real Estate Finance Director

This role leads the Corporate Real Estate Finance function, driving the transfor...

Location

United States , CHARLOTTE, North Carolina / IRVING, Texas

Salary:

215000.00 - 355000.00 USD / Year

Wells Fargo

Expiration Date

February 12, 2026

Requirements

8+ years of Finance experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience

Job Responsibility

Define and implement requirements for integrated financial reporting, forecasting, budgeting, and occupancy allocation for the Real Estate portfolio
Lead the development of new processes and tools to support monthly forecast updates, variance analysis, and annual budget planning
Establish scalable, efficient approaches to long‑term capital and expense planning, including multi‑year scenario and sensitivity analysis
Model balance sheet and income statement impacts of fixed asset depreciation, lease terms, and long‑term portfolio decisions
Streamline and automate real estate financial reporting and analysis to reduce cycle time, strengthen controls, and improve data quality
Synthesize complex financial, operational, and economic data into concise insights and executive‑level presentations
Partner with senior leaders and executives to influence real estate strategy, investment decisions, and enterprise outcomes
Lead the Real Estate Finance team providing complex financial advisory services impacting all business lines companywide
Direct and develop managers and senior consultants to deliver forecasting, pricing support, key metric analysis, and financial viability assessments
Identify opportunities to improve efficiency and effectiveness across core finance services, including management reporting and forecasting

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

Senior Valuation Associate

Senior Valuation Associate - Alternative Investments. A leading global investmen...

Location

United States , Boston

Salary:

90000.00 - 110000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Strong understanding of financial statements (balance sheet, income statement, cash flows)
Familiarity with capital markets, corporate securities, and capital structures
Experience with financial modeling
Strong financial statement analysis skills
Ability to prioritize multiple responsibilities under tight deadlines with superior organizational skills
Ability to interpret complex legal documents
Excellent oral and written communication skills
2+ years of accounting/finance experience with exposure to valuation techniques (DCF, market comparables)
Background in private credit, valuation consulting, or Big 4 accounting firm
Preference for prior credit/direct lending experience

Job Responsibility

Perform quarterly valuation analyses on companies and securities using internal valuation models
Monitor portfolio company performance, including financial spreading and analytics
Communicate trends and performance drivers to senior management and report on credit metrics
Liaise with deal teams, finance/operations teams, and external valuation consultants
Synthesize data to support, challenge, and reconcile conclusions, including back-testing and stress-testing
Recommend enhancements to valuation processes and methodologies in line with best practices
Manage external valuation audit processes, including internal controls

What we offer

bonus
best-in-class benefits

Fulltime

Vice President, Legal

The Vice President, Legal will play a key leadership role within the company’s g...

Location

Canada , Richmond

Salary:

Not provided

Wenco (a Hitachi Construction Machinery...

Expiration Date

Until further notice

Requirements

Juris Doctor (J.D.) or LLB from an accredited law school
Admission to the Bar in British Columbia or another Province in Canada
Minimum 12+ years legal experience at recognized law firm or previous in-house counsel experience, with minimum 2 years in a leadership or management role
Strong knowledge of technology, intellectual property, contract and employment law, and regulatory compliance
Experience with compliance, including privacy and data law requirements, preferably across multiple jurisdictions
Experience with M&A transactions, including responsibility for commercial strategy, negotiation, and integration is preferred
Previous experience in a company with global operations (multi-national, cross-border)
Deep understanding of business, commercial, and technology law, with the ability to translate legal concepts into practical business solutions
Demonstrated experience drafting and negotiating a wide range of agreements, including employment and complex B2B contracts
Proven ability to manage complex, high-impact legal matters and deliver sound, forward-looking advice to senior leadership

Job Responsibility

Lead and mentor a team of legal and compliance professionals
Support the General Counsel in setting the strategic direction for the Legal and Compliance function globally
Provide accurate, relevant and timely advice to the Board of Directors, its parent company, executive and management on a variety of legal matters
Oversee the legal and commercial aspects of mergers, acquisitions, investments, and other strategic transactions
Partner with senior leadership on risk management, governance, and corporate initiatives
Serve as a trusted advisor to business units and management on legal, regulatory, and commercial strategy
Develop, manage, and oversee the annual legal department budget
Oversee, develop and continuously improve the delivery of legal services for operational efficiency
Prepare, review, and negotiate a wide range of complex commercial, licensing, technology agreements
Provide guidance on employment, commercial and corporate governance matters across regions

Fulltime

Senior Sales Leader - North Central Operation for Global Major Accounts

Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way...

Location

United States , Chicago

Salary:

228500.00 - 553000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree, advanced university or Master's degree preferred
5-10 years of sales and progressive management experience
10-15 years of industry experience - Network Sales
Demonstrated results in growing a business or expanding a market

Job Responsibility

Accountable for business growth, company market share and revenue increases
Coordinates all company sales activities in the area-of-control
Sets quota and goals for organizations
Develops tactics to generate new sales
Provides input to team on overall sales strategy, cost optimization, and disciplined process management
Ensures optimum sales coverage through direct and partner sales resources and different routes to markets
Develops sales resources and management talent to ensure a pipeline of qualified sales talent to support future growth
Builds lasting, consultative relationships with customer accounts
Proactive change management
Coach and support sales teams and leadership in developing key and/or difficult account opportunities

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Director - AI

The Director -AI in Delivery leads multiple teams and managers, ensuring each gr...

Location

United States

Salary:

168400.00 - 252600.00 USD / Year

3Cloud

Expiration Date

Until further notice

Requirements

12+ years of experience delivering solutions in a primary domain such as application development, cloud platform engineering, DevOps, or data and analytics, including significant work at enterprise scale
7+ years of experience in solution architecture and leading development or engineering teams, including multi-team or multi-workstream efforts at program scale
Proven ability to oversee delivery of complex, enterprise-scale AI/ML programs
Deep expertise across most of the following: Agents & Orchestration – leveraging Semantic Kernel, LangChain, or similar frameworks to design intelligent workflows
applying tool/function calling, planner and agent-based patterns, and workflow automation engines
Search & Retrieval – implementing solutions with vector databases such as Azure AI Search, Pinecone, FAISS, or Milvus
applying hybrid search methods, re-ranking strategies, and selecting embedding models for accuracy and performance
Evaluation, Quality & LLM Operations – establishing offline and online evaluation approaches
using golden datasets, hallucination and groundedness validation, toxicity and safety testing
building telemetry and feedback loops

Job Responsibility

Maintain a clear view of each team member's delivery commitments, growth plans, and internal contributions
Develop and grow team members through regular coaching, clear expectations, and constructive feedback. Build a culture of trust, inclusion, and collaboration
Monitor team health, morale, and workload balance, acting early to address engagement or performance concerns in partnership with practice leadership
Maintain regular one-to-one connections with each team member, provide clear feedback, and help them remove blockers related to client work, pursuits, or internal initiatives
Oversee staffing and resource alignment across teams, balancing utilization, development goals, client needs, and sustainable workloads
Communicate practice priorities and organizational objectives clearly, ensuring teams understand how their work contributes to broader organizational goals
Define interview standards and mentorship strategies, training others to apply them consistently and improving hiring outcomes and talent growth at scale
Create and maintain development plans for team members, including stretch assignments, shadowing, certifications, and opportunities for external visibility
Lead or support performance reviews, promotion recommendations, and compensation input for your teams, using consistent standards that reflect both impact and behavior
Represent your teams in leadership forums, communicate expectations and decisions clearly back to the group, and bring forward patterns, risks, and successes that should shape practice strategy

What we offer

Flexible work location with a virtual first approach to work!
401(K) with match up to 50% of your 6% contributions of eligible pay
Generous PTO providing a minimum of 15 days in addition to 9 paid company holidays and 2 floating personal days
Two medical plan options to allow you the choice to elect what works best for you!
Option for vision and dental coverage
100% employer paid coverage for life and disability insurance
Paid leave for birth parents and non-birth parents
Option for Healthcare FSA, HSA, and Dependent Care FSA
$67.00 monthly tech and home office allowance
Utilization and/or discretionary bonus eligibility based on role

Fulltime

Senior Investment Portfolio Control Consultant

Wells Fargo

Location:
United States , Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 04, 2026

Expiration:
February 16, 2026

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Job Description:

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Expiration:
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