Lead Investment Portfolio Control Consultant

Job description

About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Lead Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment performance of Advisors that have discretion and a fiduciary responsibility. This group also provides portfolio analytics support to 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. This role collaborates with Senior Consultants, Financial Advisors, and Account Oversight Team. Responsibilities include supporting Financial Advisors in the required resolution processes of select client accounts. This role leverages sophisticated third-party tools and internal reporting to provide guidance on investment portfolio risk and performance. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: - Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. - Utilizes multiple com...