Portfolio Analyst FI 1
Company: Wells Fargo
Location: San Francisco
Posted on: April 10, 2021
|
|
Job Description:
Job DescriptionImportant Note: During the application process,
ensure your contact information (email and phone number) is up to
date and upload your current resume when submitting your
application for consideration. To participate in some selection
activities you will need to respond to an invitation. The
invitation can be sent by both email and text message. In order to
receive text message invitations, your profile must include a
mobile phone number designated as 'Personal Cell' or 'Cellular' in
the contact information of your application. 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.Wealth &
Investment Management, or WIM, is one of the United States' leading
providers of financial and investment services. WIM provides a full
range of personalized wealth management, investment, and retirement
products and services to meet clients' unique needs and help them
achieve financial goals. Our mission is to help clients pursue
their financial goals with confidence. We accomplish this by:*
Building enduring client relationships through sound, thoughtful,
and objective advice* Developing individualized plans for clients
to help meet their financial objectives* Helping clients build,
manage, preserve, and transition their financial resources and
wealthWIM serves clients through the following businesses:* Wells
Fargo Private Bank serves high-net-worth individuals and families.*
Abbot Downing serves ultra-high-net-worth individuals and families.
* Wells Fargo Advisors provides investment advice and guidance to
clients through more than 13,200 full-service financial advisors
and referrals from more than 5,450 licensed bankers. * Wells Fargo
Asset Management brings together a strategic balance of investment
capabilities to serve the investment needs of institutions,
financial advisors, and individuals worldwide.Through Wells Fargo
Private Bank and Abbot Downing, WIM is also a leading provider of
trust, investment, and fiduciary services, including personal trust
services and a number of specialized wealth services designed to
meet the diverse needs of high-net-worth clients.The position is
within Wells Fargo Asset Management (WFAM) an institutional asset
management firm. Wells Fargo recently announced the sale of Wells
Fargo Asset Management to GTCR LLC and Reverence Capital Partners,
L.P.. The sale is expected to close in the second half of 2021. We
are continuing to recruit for open positions supporting Asset
Management but want to ensure you are aware that when the sale
closes this position will be transferred to the new company. If you
begin working at Wells Fargo, you should expect to transfer with
the sale to the new company, with similar employment terms and
conditions following your Wells Fargo start date.The position is
with the Multi Sector US High Yield Fixed Income team located in
either Menomonee Falls, WI or San Francisco, CA. The successful
candidate will work with the portfolio team, supporting the
portfolio managers in the management of client accounts.Specific
duties include:* Assist in day to day portfolio activities
including monitoring and maintaining portfolio data base analytics,
monitoring cash balances and cash flow activity, produce/distribute
daily reports and perform analysis on portfolios, including
attribution.* Perform various client facing duties including
preparing reporting and marketing materials, review and edit
requests for proposals, assist relationship management team members
with ad hoc client requests.* Work with portfolio managers and
client relations to draft performance attribution reports.* Assist
portfolio managers and traders to create and manage portfolios and
model portfolios* Assist traders and portfolio managers with
inputting trade orders into order management system and booking
trades.* Assist traders with managing trade settlement process and
phone lines.* Work with portfolio managers, traders and other team
member on ad hoc projects as appropriate and some occasional
administrative items like scheduling and supplies management.*
Daily interaction with the firm's operations groups such as risk
management, relationship management, consultant relations,
performance measurement and portfolio operations to complete
routine duties and ad hoc requests.* Formulate and recommend ideas
for process improvements and efficiency gains.* Administrative
responsibilities such as ordering supplies, scheduling, answering
traders' phones.* Become proficient in portfolio management systems
and processes used by the Multi Sector US High Yield Fixed Income
team.* Demonstrate consistent outstanding teamwork and
communication within the Multi Sector US High Yield Fixed Income
team.Required Qualifications* 1+ year of investment research
experienceDesired Qualifications* Experience working with research
tools such as: FactSet, Bloomberg, and Barra* Fixed income markets
experience* Strong quantitative and qualitative analysis skills;
including statistics* Microsoft Excel experience designing and
running macros* Excellent verbal, written, and interpersonal
communication skills* Ability to work effectively, as well as
independently, in a team environment* Strong organizational, multi
tasking, and prioritizing skills* Intermediate Microsoft Office
(Word, Excel, Outlook, and PowerPoint) skills* Experience creating
PowerPoint presentations including charts and graphs for investment
clients* Ability to work in a fast paced deadline driven
environment* Chartered Financial Analyst (CFA) designation or
demonstrated progress toward the designationOther Desired
Qualifications* 1+ years of client service/client
administration/accounting or equivalent experience in the
investment industry * Proficient in working with large data sets
and complex spreadsheets in Excel* Basic understanding of
investments or client portfolio reporting* Strong independent
thinking skills, demonstrated problem solving skills* Solid
understanding of investment products, operations, and servicing
requirements* Experience in communicating with institutional
investors, consultants and/or internal sales* Familiarity or
proficiency in use of Bloomberg, Charles River and/or Factset*
Programming and/or data base management skills a plus* Strong
independent thinking skills, demonstrated problem solving skills*
BA/BS Degree in Business, Accounting, Mathematics, Economics,
Engineering, Finance, Computer Science, or PhysicsDisclaimerAll
offers for employment with Wells Fargo are contingent upon the
candidate having successfully completed a criminal background
check. Wells Fargo will consider qualified candidates with criminal
histories in a manner consistent with the requirements of
applicable local, state and Federal law, including Section 19 of
the Federal Deposit Insurance Act.Relevant military experience is
considered for veterans and transitioning service men and
women.Wells Fargo is an Affirmative Action and Equal Opportunity
Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual
Orientation.Benefits SummaryBenefitsVisit
https://www.wellsfargo.com/about/careers/benefits--for benefits
information.
Keywords: Wells Fargo, San Francisco , Portfolio Analyst FI 1, Professions , San Francisco, California
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Professions JobsTechnician - Fiber Installer Description: LOOKING FOR A COMPANY THAT VALUES YOUR POTENTIAL A job with AT T as an Outside Plant Technician can provide you with exactly that Take advantage of our paid training and wide range of career possibilities. (more...) Company: AT&T Location: West Sacramento Posted on: 04/17/2021 Business Systems Analyst II Description: JOB REQUISITION Business Systems Analyst II LOCATION SAN RAMON JOB DESCRIPTION Are you looking to demonstrate your business operational and technical experience Are you looking for a challenge Do you (more...) Company: Robert Half Location: San Ramon Posted on: 04/17/2021 Fiber Construction Technician Description: LOOKING FOR A COMPANY THAT VALUES YOUR POTENTIAL br br A job with AT T as an Outside Plant Technician can provide you with exactly that br br Take advantage of our paid training and wide range (more...) Company: AT&T Location: Woodland Posted on: 04/17/2021 Loaders / Unloaders / Material Handlers Description: br br With Staff Management - SMX, you'll get a weekly paycheck, learn new skills, meet new people, and work with a great management team in a clean and safe environment. We have a variety of entry (more...) Company: Staff Management SMX Location: Woodland Posted on: 04/17/2021 Technician Description: We are seeking an entry level manufacturing technician who will be expected to use a combination of mechanical and electrical hand-on skills in the productions department. The ideal candidate Company: RheoSense Inc. Location: San Ramon Posted on: 04/17/2021 Class A Drivers Description: Position Description br br Stop your job search br br Now hiring for immediate openings for Class A drivers, and want you to join our team in Woodland, CA br br Apply Now br br Paid (more...) Company: Ryder System Location: Woodland Posted on: 04/17/2021 Business Intelligence Analyst II (Temporary) Description: JOB REQUISITION Business Intelligence Analyst II Temporary LOCATION SAN RAMON JOB DESCRIPTION As a Business Intelligence Analyst II, your specific responsibilities will include: Prepare, validate, and (more...) Company: Robert Half Location: San Ramon Posted on: 04/17/2021 Field Service Technician Description: We actively look for prospects who: Are passionate about client success. Enjoy collaborating with others. Strive to exceed expectations. Move boldly in the quest for superior and best in market solutions. (more...) Company: BlueCrest Location: West Sacramento Posted on: 04/17/2021 Cable Technician Description: 5,000.00 Retention bonus offered for Installation Technician Premises Technician . Not applicable to internal employees. Apply today to learn more Premises Technicians starting pay is 30.40 63,200 (more...) Company: AT&T Location: Santa Cruz Posted on: 04/17/2021 Parts Clerk Description: br br Position Summary: br A Penske parts clerk is responsible for inventory control, executing shop administrative tasks, and organizing day-to-day functions. br br Major Responsibilities: (more...) Company: Penske Location: Woodland Posted on: 04/17/2021 |