Wells Fargo Abbot Downing Investment Analyst in Atlanta, Georgia

  • It starts with you.* Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

  • Wells Fargo & Company* (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Abbot Downing: Abbot Downing is a boutique business within Wells Fargo that serves individuals and families with investable assets of at least $50 million or net worth of $100 million, as well as their endowments and foundations. Abbot Downing strives to build long-standing relationships by helping clients preserve and grow wealth, address the impact of wealth across generations and leave a legacy of purpose.

This posting is for an Investment Analyst position within our Southeast Region, operating out of our Atlanta, Georgia location.

  • 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.

Required Qualifications:

  • 3+ years of investment management experience

Desired Qualifications:

  • High net worth client experience

  • Portfolio Exception System (PES) or ClientLink experience

  • Intermediate Microsoft Office skills

  • Excellent verbal, written, and interpersonal communication skills

  • A Masters of Business Administration (MBA)

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5338585&PostingSeq=1.

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.

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.