Wealth Investment Solutions Associate (Bengaluru)

Wealth Investment Solutions Associate (Bengaluru)

30 Jul
|
Wells Fargo
|
Bengaluru

30 Jul

Wells Fargo

Bengaluru

About this role:
Wells Fargo is seeking a Wealth Investment Solutions Associate to assist in the development of investment related publications. This role will also be responsible for cross-checking data for accuracy and for retention of relevant documentation.

In this role, you will:
- Participate with Investment Strategists in performing economic and market evaluation across lines of businesses
- Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
- Support, develop, and recommend strategies
- Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

Required Qualifications:
- 6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:
- Experience in Wealth Investment Solutions,



or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
- High attention to detail and accuracy:
- Proficiency in MS Office (Word, Excel, Visio, PowerPoint):
- Ability to manage multiple and competing priorities:
- A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation:
- Excellent verbal, written, and interpersonal communication skills:
- Knowledge and understanding of investment research, portfolio analysis or quantitative finance:
- Solid critical thinking skills:
- Ability to convert raw data into presentation format

Posting End Date:
31 Oct 2024
Job posting may come down early due to volume of applicants.

We Value Diversity

Employees support our focus on building strong customer relationships balanced with a solid risk mitigating and compliance-driven culture which firmly establishes

📌 Wealth Investment Solutions Associate (Bengaluru)
🏢 Wells Fargo
📍 Bengaluru

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