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About the Role

Wells Fargo is seeking a Wealth Client Investment Analytics Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. This role will collaborate with Financial Advisors and their clients, delivering advanced investment analysis, judgment-based recommendations, and implementation strategies that directly influence client portfolio construction and outcomes.

Responsibilities

• Analyze and consult on low to moderately complex implementation strategies including allocation adjustments, sequencing plans, and tax aware execution and rebalancing through judgment-based investment analysis, including performance attribution, risk evaluation, and policy alignment
• Present recommendations exercising independent judgment on low to moderately complex research, scenario modeling, and product/manager evaluations to present recommendations and documenting due diligence rationale
• Serve as a strategic advisor to influence low to moderately complex portfolio decision making, explain analyses, clarify investment tradeoffs, and support recommendation delivery
• Prepare materials for allocation changes, rebalancing activities, and trade proposals
• Produce analytics, attribute summaries, and maintain documentation supporting compliance and audit needs

Requirements

• 2+ years of investment research, portfolio analysis, and performance analytics or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Skills

• Proficiency with Excel
• Portfolio analytics tools
• Advanced investment analytics platforms
• Excellent communication skills, with the ability to translate complex investment topics into clear, actionable insights for partners and clients

Location

• 555 California St Ste 2400 & 2300 San Francisco, California 94104

Work Type

• Onsite

Experience Level

• 2+ years

Education Level

• Professional investment credentials preferred, including CFA (earned or in progress); CAIA or CIPM considered beneficial.

Salary/Compensations

• $92,000.00 - $145,000.00

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

About the Company

• 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.

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.
• 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.