Investment Portfolio Control Consultant

About this role:
Wells Fargo is seeking an Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth and Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:

• Partner with the relevant business group across the organization to identify, assess, manage and mitigate current and emerging investment risk
• Review and analyze basic portfolio risk and serves as a subject matter expert for measuring and managing investment risk
• Exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving moderately complex activities related to assessing portfolio risk exposures
• Design, develop and test quantitative or analytic models or tools to help monitor and manage investment risk
• Collaborate and consult with functional colleagues, internal and external partners and stakeholders regarding investment risk

Required Qualifications:

• 2+ 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:

• 2+ years of quantitative financial market theory, portfolio management, and investment risk measurement
• 2+ years of working knowledge with Blackrock Aladdin
• 2+ years of working knowledge with one or more of the following computing packages - Python, SAS, or SQL
• Bachelor's or Master's in one of the following concentrations: mathematics, computer science, engineering, economics, or a similarly numerical field
• Progress towards or an active Chartered Financial Analyst (CFA) designation or Financial Risk Manager (FRM) designation
• 1+ year of experience communicating effectively with partners, such as Technology and Senior Risk Portfolio Managers

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities 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. Information will be shared about expectations during the recruitment process
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Location:

• 144039-NC-550 S Tryon Charlotte, NC

Posting End Date:
28 Jul 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.