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Wells Fargo Operations Analyst 5 in Boston, Massachusetts

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice

o Developing individualized plans for clients to help meet their financial objectives

o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.

o Abbot Downing serves ultra-high-net-worth individuals and families.

o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.

o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $504 billion in assets under management as of January 12, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

This position is within Wells Fargo Asset Management (WFAM) - Wells Capital Management (WellsCap). As a registered investment advisory firm, we focus on managing equity, fixed income and blended portfolios for a variety of institutional clients both in the US and abroad.

This position will require working in a team to manage daily maintenance of market and benchmark data for all holdings across the various internal systems as well as providing production support for trading, accounting, compliance and risk systems. This position will work closely with IT and other teams as part of projects as well as day-to-day responsibilities. In addition, this person will have the opportunity to cross-train and support other functions across the Portfolio Operations team such as corporate actions and proxy functions, and possibly contribute to strategic and tactical recommendations with business managers. This position requires the ability to work well within a team as well as independently. The ability to prioritize tasks and stay focused as well as a high attention to detail in a fast paced environment is a must.

Responsibilities include, but may not be limited to:

Partnering with group managers to design and implement strategic analysis to meet group or company goals. Performs (or oversees) complex statistical analysis and applies analysis to initiatives that support business strategies. Makes independent decisions on matters with some financial impact and risk. Possesses broad-based technical and business knowledge to anticipate emerging issues and recommend subsequent strategies and business directions. May manage or participate on large cross-group projects.

Additional responsibilities include:

  • Ability to understand data flow across multiple systems and participate in end to end testing.

  • Participating in ad-hoc projects and process improvements and working with business and technology groups to define business requirements

  • Identifying areas within processes that can be improved or streamlined

  • Ability to write detailed and well articulated procedures

Required Qualifications

  • 7+ years of operations analysis experience demonstrated through work or military experience

Desired Qualifications

  • Ability to research, compile, and perform complex analysis on critical operational data

  • Extensive knowledge and understanding of operations policies and procedures

  • Ability to independently develop strategic recommendations on operational data

  • Ability to partner with, and lead other functions on operations-related projects

  • Excellent verbal, written, and interpersonal communication skills

  • Outstanding technical and critical thinking skills

  • Leadership skills

  • Advanced Microsoft Office skills

  • Intermediate Microsoft Excel skills

  • Intermediate Microsoft Access skills

  • Strong analytical skills with high attention to detail and accuracy

  • Ability to gather, organize, and interpret data

  • Strong organizational, multi-tasking, and prioritizing skills

  • Ability to work effectively in virtual environment where key team members and partners are in various time zones and locations

Other Desired Qualifications

  • Candidates should have a working knowledge of equity, fixed income and derivative securities, and experience with benchmark data.

  • Some knowledge of securities valuation is required also as the team works closely with the Securities Pricing Team.

  • Experience with Markit Enterprise Data Management (EDM)Software, Charles River (CRD) and Advent (APX) systems.

  • Experience with pre and post trade compliance a plus

  • Exceptional analytical and critical thinking skills

  • Ability to effectively handle multiple, simultaneous responsibilities

  • Ability to prioritize issues/problems as they arise

Street Address

CA-SF-Financial District: 525 Market St - San Francisco, CA

WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI

MA-Boston: 125 High Street - Boston, MA


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


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Company: Wells Fargo

Req Number: 5576723-1

Updated: 2021-05-13 01:52:53.331 UTC

Location: Boston,MA