- Wells Fargo (Charlotte, NC)
- …net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, verify portfolio accuracy, conduct ... Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth...portfolio performance systems (Performer, First Rate, etc.) + 2 + years experience working with Ultra High Net Worth… more
- Bank of America (Charlotte, NC)
- Product Consultant Charlotte, North Carolina;New York, New York; Seattle, Washington; San Francisco, California; Plano, Texas; Richmond, Virginia; Boston, ... framework. They will also leverage data to construct actionable analytics at the deal level, while also reporting on...at the deal level, while also reporting on macro portfolio spread trends for senior leadership. The Pricing Associate… more