Charlotte, NC30+ days ago
In this role, you will: 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 Required Qualifications: 4+ 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: 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 Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. 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.