Opportunity Description
**About this role:**
Wells Fargo is seeking a Client Performance Analyst 1 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role you will:**
+ Support a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up.
+ Collect data and analyze investment performance results for use in developing reports for clients or internal management.
+ Verify accuracy of all portfolio and benchmark performance results and monitor performance trends.
+ Respond to client requests and conduct special projects/analyses.
+ May participate in product category meetings and may create pitch book presentations and materials for existing and prospective client meetings.
**Required Qualifications:**
+ 2+ years of Perfo...
Wells Fargo is seeking a Client Performance Analyst 1 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role you will:**
+ Support a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up.
+ Collect data and analyze investment performance results for use in developing reports for clients or internal management.
+ Verify accuracy of all portfolio and benchmark performance results and monitor performance trends.
+ Respond to client requests and conduct special projects/analyses.
+ May participate in product category meetings and may create pitch book presentations and materials for existing and prospective client meetings.
**Required Qualifications:**
+ 2+ years of Perfo...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position