Analyst

About the Role

The Performance Analyst role at Wells Fargo Advisors is a full-time position based in the Los Angeles El Segundo office. The Performance Analyst will support a nationally recognized financial advisor team by gathering, analyzing, and interpreting market, client, and portfolio data to inform recommendations and reporting.

Key Responsibilities

• Prepare analytical reports and dashboards.
• Assist with investment and risk analyses.
• Support project initiatives.
• Ensure data accuracy and regulatory compliance in all deliverables.
• Collaborate with cross-functional teams.
• Contribute to process improvements.
• Communicate insights in a clear, structured manner to both technical and non-technical audiences.
• Manage multiple priorities, meet deadlines, and maintain high standards of confidentiality and professionalism.

Requirements & Tech Stack

• Co-Pilot
• Excel (advanced functions)
• PowerPoint
• Basic reporting or business intelligence platforms.

Qualifications

• Strong analytical and quantitative skills, including experience with data analysis, financial modeling, and interpreting market or portfolio metrics.
• Proficiency with productivity and data tools.
• Solid communication skills, with the ability to present findings clearly in written reports, presentations, and verbal discussions.
• Knowledge of financial markets, investment products, and risk concepts.
• Prior experience in wealth management, banking, or financial services is beneficial.
• Detail-oriented mindset with a focus on accuracy, documentation, and adherence to regulatory and compliance requirements.
• Ability to work effectively in a hybrid environment, collaborate with diverse teams, and manage time and competing priorities independently.
• Bachelor’s degree in finance, economics, business, mathematics, statistics, or a related field.
• Relevant certifications (e.g., CFA Level I, FINRA licenses) are a plus.