Investment Portfolio Control Consultant

Job description

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. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: - Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors t...