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Portfolio Specialist

Employer
Wells Fargo
Location
Beverly Hills, California
Salary
Salary plus benefits
Closing date
May 29, 2022

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Job Details

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.  

About this role:

Wells Fargo is seeking a Portfolio Specialist to join our Private Wealth Investment Management group as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Assist senior investment managers in handling investment management activities related to account administration, portfolio trading responsibilities, and preparation of meeting materials for a group of clients
  • Manage simple to moderately complex investment portfolio activities for investment management accounts, fiduciary irrevocable and revocable trust accounts
  • Review and analyze operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Perform investment research, keep informed of developments in investment management industry and confer with client’s tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems
  • Support Portfolio Managers in executing investment strategies leveraging individual securities, pooled vehicles, open architecture platforms, and alternative investments to maximize returns commensurate with an acceptable level of risk for the client
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with Wealth & Investment Management colleagues, internal partners, and stakeholders, including internal as well as external customers within Wealth & Investment Management functional area
  • Assists in business development through sales/marketing while leveraging partnership opportunities throughout the firm

Required Qualifications:

  • 2+ years of Wealth Investment Strategy Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

     

Desired Qualifications:

  • Ability to research, trend, and analyze data
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
  • Excellent verbal, written, and interpersonal communication skills
  • A BS/BA degree or higher in Finance or Economics
  • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
  • Knowledge of basic trust/fiduciary concepts

Posting Location:

  • 433 N Camden Dr. – Beverly Hills, CA

     

Company

Our people are our competitive advantage. Wells Fargo's 150,000 team members come from diverse backgrounds and cultures offering a unique understanding of our customers. Learn more about our approach to making Wells Fargo the company everyone wants to work for. Every two years, Wells Fargo team members participate in an independent employee satisfaction survey called Voice of the Team, and management uses those results to prioritize initiatives and continuously improve our work environment. By creating an inclusive workplace that’s diverse in age, education, ethnic origin, lifestyle, ability, race, religion, and sexual orientation, we benefit our business, our customers, and our communities. And it makes it a great work environment. We’ve received numerous awards, but we believe that achieving diversity is a journey, not a destination. Read more about diversity at Wells Fargo. Our Commitment to Community Wells Fargo, the Wells Fargo Foundation, and our thousands of team member volunteers genuinely care about our communities and take time to make a difference. We’re proud to lend a hand and touch individual lives. The progressive culture and dedicated team members of Wells Fargo lead to our continuous success as a diversified financial services company. Rated the only publicly traded "Aaa" bank in the U.S., Moody's Investors Service Ranked among the top 50 in revenue among all companies in all industries, Fortune Ranked the 12th largest U.S. corporation in a composite ranking of revenue, profit, assets and market value, Forbes 23rd among all companies in all industries based on sales, profit, and stockholder return, BusinessWeek

Company info
Location
Wells Fargo
1700 Lincoln Street, 48th Floor
Denver
CO
80203
US

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