Associate Portfolio Management Specialist

Company: Wells Fargo
Location: Mc Lean
Posted on: August 7, 2022

Job Description:

About this role: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. Wells Fargo is seeking an Associate Portfolio Management Specialist.In this role, you will:

• Support Portfolio Managers who manage portfolios for high net worth customers.
• Specific responsibilities include assistance with preparation of client presentations, account maintenance, research for client inquiries, resolution of portfolio exceptions, trading in accounts with oversight by Portfolio Manager
• Ensure adherence to policies and procedures within Wealth Investment Management.
• Receive direction from supervisor and exercise judgement within defined parameters while developing understanding portfolio management
• Coordinate client experience with other partners within Wealth and Investment Management.Required Qualifications, US:
  • 6+ months of Wealth Investment Strategy Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
    • Proficient in Microsoft Office tools
    • Experience in Wealth Management
    • Experience supporting investment managers or portfolio managers or other Wealth Relationship/Managers
    • Working towards CFA 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, or status as a protected veteran. 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.

Keywords: Wells Fargo, Washington DC , Associate Portfolio Management Specialist, Executive , Mc Lean, DC