Investment Portfolio Control Consultant

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Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.
About this role:
Wells Fargo is seeking an Investment Portfolio Control Associate for the Wealth and Investment Management (WIM) Investment Risk team.
The WIM Investment Risk team is a unit within the WIM Investment Solutions Center of Excellence. WIM Investment Risk is responsible for
the design, implementation, and execution of the WIM Investment Risk program which sets the standards and requirements for investment
activities when acting as fiduciary. Programs include investment portfolio, product and individual security risk monitoring. This role supports
the Fiduciary and Trust Services business, including the high-net-worth and ultra-high-net-worth client segments. Learn more about the
career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (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 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:

• Emphasis in identifying investment risks and developing remediation plans
• Experience working with Trust or Fiduciary investments
• Proven analytical skills with high attention to detail and accuracy
• Demonstrated ability to plan, organize, and prioritize work in a dynamic and complex environment
• Experience building effective partnerships to achieve goals to meet deadlines
• Intermediate Microsoft Office Skills, including Excel
• A BS/BA degree or higher in finance, accounting, or economics
• Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/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.

Posting End Date:
17 Oct 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.