W
WfInvestment Portfolio Control Consultant
SAINT LOUISonsitemid$15K – $137K
Posted today · via Workday
About this role
About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for an Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in SAINT LOUIS. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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