Job Description

About this role:



Wells Fargo is seeking a Wealth Investment Solutions Associate to assist in the development of investment related publications. This role will also be responsible for cross-checking data for accuracy and for retention of relevant documentation.



In this role, you will: • Participate with Investment Strategists in performing economic and market evaluation across lines of businesses
• Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
• Support, develop, and recommend strategies
• Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

Required Qualifications: • 6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only: • Experience in Wealth Investment Solutions, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications: • High attention to detail and accuracy
• Proficiency in MS Office (Word, Excel, Visio, PowerPoint)
• Ability to manage multiple and competing priorities
• A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of investment research, portfolio analysis or quantitative finance
• Knowledge and understanding of Investment tools such as Bloomberg or Factset application
• Solid critical thinking skills
• Ability to convert raw data into presentation format

Posting End Date:


31 Oct 2024

•Job posting may come down early due to volume of applicants.




We Value Diversity



At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.



Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.



Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.



Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.



Applicants with Disabilities



To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .



Drug and Alcohol Policy



Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.



Wells Fargo Recruitment and Hiring Requirements:



a. Third-Party recordings are prohibited unless authorized by Wells Fargo.



b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.