Client Performance Analyst

6 days ago


Beverly Hills, California, United States WELLS FARGO BANK Full time
About this Role

We are seeking a highly skilled Client Performance Analyst to join our team at Wells Fargo Bank. As a key member of our Wealth and Investment Management team, you will play a critical role in supporting our Financial Advisors and driving business growth.

Key Responsibilities
  • Support Financial Advisors: Provide in-depth analytics and market research to help our Financial Advisors identify new business opportunities and track existing clients.
  • Analyze Investment Performance: Collect and analyze data to develop reports on investment performance, helping our clients make informed decisions.
  • Verify Portfolio Performance: Ensure the accuracy of all portfolio and benchmark performance results, monitoring trends and identifying areas for improvement.
  • Client Support: Respond to client requests and conduct special projects and analyses to meet their needs.
  • Business Development: Participate in product category meetings and create pitch book presentations to support client meetings.
Requirements
  • Performance Analysis Experience: 2+ years of experience in performance analysis, or equivalent demonstrated through work experience, training, military experience, or education.
  • FINRA Registration: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
Desired Qualifications
  • Analytical Skills: Strong analytical skills with high attention to detail and accuracy.
  • Client Services Experience: Experience in client services, with a focus on providing excellent customer service.
  • Brokerage Knowledge: Knowledge and understanding of brokerage systems and applications.
  • Financial Analysis: Experience in financial analysis, with a focus on driving business growth and identifying new opportunities.
  • Communication Skills: Excellent verbal, written, and interpersonal communication skills.
  • Teamwork: Ability to work effectively in a team environment, with a focus on collaboration and adaptability.
Job Expectations
  • FINRA License: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
  • Compliance: Compliance with state law registration and licensing requirements is mandatory.
  • Background Screening: This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.

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