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Operations Analyst 5 (Wells Fargo Asset Management)

Wells Fargo | Menomonee Falls WI 53052 USA | Full Time | Posted: 06/14/2019

Job Descriptiontop

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

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

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals.

We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty.

With more than $476 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.

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 security pricing and proxy voting for all holdings across the various internal WellsCap systems.  This position will also work closely with accounting, IT and portfolio management teams as part of projects as well as day-to-day responsibilities.  This involves learning and understanding the proxy and pricing processes, WellsCap proxy and pricing policies, and following proxy and pricing procedures.

Partners 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.

Required Qualifications

  • 7+ years of operations analysis 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
  • Ability to work effectively in virtual environment where key team members and partners are in various time zones and locations
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to gather, organize, and interpret data
  • Strong analytical skills with high attention to detail and accuracy
  • Intermediate Microsoft Access skills
  • Intermediate Microsoft Excel skills

Other Desired Qualifications
  • Asset Management industry experience
  • Experience with Proxy voting, Engagements, Stewardship and Governance desired


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.

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Location Menomonee Falls, WI, 53052, United States
Categories Unspecified

Location Maptop

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Job Code 5490934-1

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