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Wells Fargo Work Values
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Daily Duties at Wells Fargo:
Determined asset allocation, built portfolios, prepared investment policy statements, traded and prepared investment performance reviews. Supported office with compliance, including fiduciary Reg 9 reviews. Focused on clients with over $50 MM in liquid assets.
What they like about Wells Fargo:
The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.
Tags
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, High Net Worth Individuals, Banking, Online Research, Publications, Asset Management, Investment Strategy, Due Diligence, Proposal Writing, Investment Selection, Investment Compliance, Multi Family Office, Investment Policy Statements, Offshore Investments
Skills
Technology Solutions, Software Implementation, Requirements Analysis & Specification, Leadership , Client Focused, Portfolio Management, Fiduciary (Compliance with Reg 9), Trading Systems (e.g SEI Moxy), Custody Systems (Trust 3000, Trustware), Adobe Professional, Performance Tracking Systems (e.g. Performer IQ, Performer), FactSet, Bloomberg, Asset Allocation Tools (e.g. Wealth IQ), Manager Research Tools (e.g. PEP by Callan), Can contribute individually and work with a team
Information about Wells Fargo
Company Rank: 4.0 out of 5
Average length of employment : 5 years
Average salary of employees: $0
These are some of the questions we asked our climbers about their experiences with Wells Fargo:
| 05| | ||
| Were your performance expectations clearly communicated? | 4.0 |
|
| Were you recognized for meeting or exceeding expectations? | 4.0 |
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| Did you feel like your personal contribution was important? | 4.0 |
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| Was your career path clearly outlined and discussed? | 4.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Wells Fargo had these interests:
| Magazines | |
|---|---|
Bloomberg Markets |
Articles about prominent investment personalities and investment trends. |
| CFA Magazine |
Bi monthly publication that covers industry trends, advocacy efforts by CFA Institute, and opinions from prominent charter holders. |
| Websites | |
| My LinkedIn Profile http://www.linkedin.com/pub/ursula-auger-cfa-cfp®/2/3ba/901/ |
My LinkedIn profile, shows my experience, groups I follow and news |
| Wall Street Journal http://www.wsj.com |
Online edition of Wall Street Journal |
