Business Intelligence Analyst

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About this role:

Wells Fargo is seeking a Business Intelligence Analysts to join the Data Management team within Wealth and Investment Management Operations. This team reconciles information between two systems, that support customer reference data.

In this role, you will:

• Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations

• Review and analyze moderately complex operational tasks or challenges that require an in-depth evaluation of variable factors

• Independently resolve moderately complex issues on a full process within a trade environment while leveraging solid understanding of the function, policies, procedures, and compliance requirements; may lead team to meet deliverables

• Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals; may lead projects, teams or serve as a mentor for lower level staff

• Manage expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation

• Resolve moderately complex escalated issues within the scope of responsibility in Security Operations

• Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests

• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns

• Contribute to overall effectiveness of the team according to plans; monitor daily securities and cash related production work

• Lead or contribute to implementation of projects and new or revised processes and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

• 4+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education

Desired Qualifications:

• Proven experience in Business Intelligence

• Experience in Power BI development and analytics

• Alteryx Business Intelligence (BI) platform experience

• Experience in Tableau designing, developing dashboards and reports

• Experience communicating complex information in both written and verbal formats to all levels of the organization

• Strong analytical skills including gathering, analyzing, interpreting, drawing conclusions and translating findings

• Experience analyzing large data sets

• Ability to develop partnerships and collaborate with other business and functional areas

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Expectations:

• This position offers a hybrid work schedule

• Ability to work at one of the posting location(s)

• Relocation is not available for this position

• This position is not eligible for Visa Sponsorship

Posting Location(s):

• 1525 W. WT Harris Blvd. Charlotte, NC

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment