Portfolio Specialist

Wells Fargo
Los Angeles, California
Salary plus benefits
Apr 28, 2022
May 28, 2022
Job Function
Wealth Management
Employment Type
Full Time

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:

  • Provide support to Senior Portfolio Managers related to account administration, portfolio trading responsibilities, and preparation of meeting materials
  • 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
  • Perform investment research, keep informed of developments in investment management industry and confer with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems
  • Provide client services to internal and external ultra-high net worth customers in account management, operations, documentation, issue resolution, and technical support
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, and are related to lower risk tasks and deliverables with narrow impact within Wealth Investment Strategy Products functional area
  • Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Wealth Investment Strategy Products functional area, policies, procedures, and compliance requirements
  • Provide information to Wealth Investment Strategy Products managers, colleagues, and stakeholders, including internal as well as external customers
  • Assists in business development through sales/marketing while leveraging partnership opportunities throughout the firm

Required Qualifications:

  • 6+ months 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:

  • 707 Wilshire Blvd – Los Angeles, CA

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