Analista de PCP Senior responsible for strategic planning and control of production in innovative industry. Ensuring balance between demand, productivity capacity, stocks, and service level.
About the role
- Senior Equity Analyst evaluating investment strategies for wealth management at Wells Fargo. Collaborating with investment strategists to enhance portfolio guidance based on market insights.
Responsibilities
- Support the Investment Strategists in performing economic and market evaluation
- Develop strategies that entail the evaluation of investment positioning and risk scenarios
- Forecast market changes and other models or quantitative examination to support investment positioning
- Lead the development of strategies for use across lines of business
- Partner with investment strategists to present written evaluation and charts including client approved publications
Requirements
- 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor’s Degree or higher
- CFA or demonstrated progress towards preferred
- Excellent verbal, written, and interpersonal communication skills
- Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
- Experience simplifying complex topics for retail investors and their investment professionals.
- Strong quantitative skills
- Experience with television and print media
- Demonstrated success in unstructured and stressful situations
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
Job type
Experience level
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Degree requirement
Location requirements
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