About this role:

Wells Fargo is seeking a Lead Analyst to join the Liquidity Management - Forecasting and Optimization team. The Liquidity Management group is responsible for identifying, measuring, managing, and controlling existing and emerging liquidity risk and reporting to senior management, the Board of Directors, and regulators. In this role the candidate will lead and support projects that focus on the management and monitoring of liquidity risk to Wells Fargo and Company.

In this role, you will:

Support the development of enhanced reporting and analysis related to liquidity allocation across the company

Identify inefficiencies in liquidity allocation and potential optimization strategies and possible recommendations for enhancement

Develop tools/analysis and associated frameworks to support management decision making and optimal growth strategies

This role will include elements of modeling/forecast production, enhancements of forecasting reporting, and ad-hoc project work.

Act as Lead Consultant to finance, accounting and Business Line management on matters related to corporate treasury and related financial management

Monitor and evaluate global market conditions, funding requirements, asset and liability management, liquidity risk management, capital management, financial performance management, capital, and related activities

Provide overall advisory on treasury finance and risk strategies

Ensure data quality and establish controlled processes

Lead targeted projects including guiding other teammates

Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies and accounting and consulting firms

Make recommendations to more experienced group members and management

Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

5+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience in Corporate Treasury, Accounting or Forecasting at large complex financial institution(s)

Familiarity or experience with banking products or funding mechanisms, including but not limited to complex trading and derivative products

Strong analytical skills, including balance sheet, liquidity and capital analysis

Self starter who can work as an individual or as part of a broader team in both leadership and support roles

Advanced Microsoft office skills (excel, powerpoint)

Familiarity with database querying and coding languages (SQL, Dremio, Python etc.)

Familiarity with automated reporting and business intelligence software (PowerBi, Alteryx, Tableau)

Natural curiosity, critical thinking and decision making

Highly organized and able to prioritize multiple parallel projects and tasks

Able to operate in a matrixed organization

Effective communicator across both junior and senior team members (including executives)

Familiarity with liquidity regulation (Resolution & Recovery Planning, Reg YY, Liquidity Coverage Ratio, NSFR)

Familiarity with other key bank regulations (Reg W, Basel Capital etc.)

Experience with large data sets and management concepts, including structured and unstructured data

Specific compliance policies may apply regarding outside activities and/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 process.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.