Investment Analyst - Houston, TX

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth and ultra high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The Investment Analyst analyzes portfolio holdings and allocation exposures to recommend to senior investment staff any adjustments of those positions relative to the stated investment objective and the current investment strategy. Supports senior investment staff with active recommendations relative to the merits of one holding versus another within a portfolio context and current market conditions. Performs investment research and keeps well informed of economic and market events. May focus on one aspect of investment universe and disseminate findings. Analyzes existing and prospective client portfolios and prepares tailored recommendations. Supports client management responsibilities including portfolio rebalancing, asset allocation and location, asset and cash transfers, investment policy and quality assurance issues. May manage moderately complex investment portfolios in close connection with senior investment staff on related client accounts. Interfaces with manager research, securities research, various investment committees, mid-office support teams, administrative and risk/compliance efforts as they relate to client accounts. Active and proficient with all investment analytical tools, portfolio construction systems and procedures. Coordinates production of performance reports and client presentation materials.

• 3+ years of investment management experience

• High net worth client experience
• Portfolio Exception System (PES) or ClientLink experience
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• A BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field

• Progress toward or willingness to embark upon CFA designation
• Proficiency with SEI, MOXY, Navigator, WealthIQ, Performer IQ, TMT and other Wells Fargo systems
• Prior experience supporting Senior Portfolio Managers serving high net worth and ultra-high net worth clients

• Ability to travel up to 10% of the time

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.