About the role

Associate Fiduciary Specialty Asset Manager supporting closely held asset management within Wells Fargo's Wealth & Investment Management division. Collaborating with clients and internal teams on asset management strategies.

Responsibilities

Participate or provide support for a closely held asset portfolio comprised primarily of minority interests but also some more complex assets within Fiduciary Specialty Asset Products
Negotiate sales, vote proxies, review financial statements, value closely held interests based on accepted valuation standards, participate in owner meetings, review partnership, operating and shareholder agreements, communicate with entity stakeholders including managers, clients, accountants, and attorneys
Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-to-medium risk tasks and deliverables
Provide closely held asset management in accordance with the governing instruments, fiduciary laws, bank policies and procedures
Receive direction from supervisor and exercise independent judgment while developing understanding of functions, policies, procedures, and compliance requirements
Collaborate and consult with managers, functional colleagues and stakeholders, including internal and external customers

6+ months of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience with wealth management and asset management
Knowledge of finance, accounting and business valuation
Knowledge of estate planning
Relationship management and asset management experience in an environment serving private, high net worth clients
Demonstrated ability to develop and enhance client relationships leading to increased revenue
Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
Proven ability to build and maintain relationships and work effectively in a team environment
Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Strong verbal, written, and interpersonal communication skills
Strong organizational, multi tasking, and prioritizing skills
Ability to quickly learn and develop advanced level use of software systems utilized by Closely Held Asset Management Services