About Wells Fargo India & Philippines
Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our International Careers website.
Department Overview
Wells Fargo Commercial Capital is a market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help Wells Fargo customers optimize liquidity and grow their business through their life cycle. Commercial Capital products, services and capabilities are offered by 6,000 team members across the U.S. and the globe through core areas; Capital Finance, Global Receivables & Trade Finance, Commercial Distribution Finance, Corporate Trust Services, Equipment Finance, Renewable Energy & Environmental Finance, Specialty Finance & Strategic Capital.
About the Role
Internally knowns as Operations Analyst, this post is responsible in providing front-office portfolio management support related to annual reviews, credit memo preparation, financial analysis, trend analysis, report creation and maintenance, system of record updates, regulatory compliance, and ad-hoc projects.
Responsibilities
Monitor accounts and investment performance, including financial statement spreading, financial analysis, trend analysis, and document requirements tracking
Prepare annual reviews, valuations and credit write-ups
Update databases, system of records and worksheets and find ways to improve systems/worksheets to provide additional efficiency
Review and validate monthly and quarterly regulatory compliance requirements
Assist with compliance-related tasks and be up-to-date on new compliance requirements
Research and compile industry reports (public company comps, cost of fund updates) and distribute to stakeholders
Dialogue with US teams on conditions of accounts or investments and make recommendations based on analysis
Work on assigned projects as assigned
Market Skills and Certifications
Required Qualifications
Bachelor's degree in Accountancy, Banking and Finance or any course in finance
4+ years of experience in financial industry or related field
Amenable to work during work US hours (night shift)
Amenable to work during Philippine holidays
Must have excellent oral and written skills; be able to articulate thoughts and ideas in verbal and written settings in a clear and concise matter
Strong knowledge of financial statements, financial spreading and financial trend analysis, including strong knowledge on GAAP Accounting
Excellent interpersonal communication skills, organizational and analytic skills with attention to details required
Must be able to analyze and provide recommendations to US teams
Excellent knowledge of Excel and MS office applications
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Mentor junior analysts or provide SME support to the team
Desired Qualifications
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Job Family
Operations
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo
Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our International Careers website.
Department Overview
Wells Fargo Commercial Capital is a market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help Wells Fargo customers optimize liquidity and grow their business through their life cycle. Commercial Capital products, services and capabilities are offered by 6,000 team members across the U.S. and the globe through core areas; Capital Finance, Global Receivables & Trade Finance, Commercial Distribution Finance, Corporate Trust Services, Equipment Finance, Renewable Energy & Environmental Finance, Specialty Finance & Strategic Capital.
About the Role
Internally knowns as Operations Analyst, this post is responsible in providing front-office portfolio management support related to annual reviews, credit memo preparation, financial analysis, trend analysis, report creation and maintenance, system of record updates, regulatory compliance, and ad-hoc projects.
Responsibilities
Monitor accounts and investment performance, including financial statement spreading, financial analysis, trend analysis, and document requirements tracking
Prepare annual reviews, valuations and credit write-ups
Update databases, system of records and worksheets and find ways to improve systems/worksheets to provide additional efficiency
Review and validate monthly and quarterly regulatory compliance requirements
Assist with compliance-related tasks and be up-to-date on new compliance requirements
Research and compile industry reports (public company comps, cost of fund updates) and distribute to stakeholders
Dialogue with US teams on conditions of accounts or investments and make recommendations based on analysis
Work on assigned projects as assigned
Market Skills and Certifications
Required Qualifications
Bachelor's degree in Accountancy, Banking and Finance or any course in finance
4+ years of experience in financial industry or related field
Amenable to work during work US hours (night shift)
Amenable to work during Philippine holidays
Must have excellent oral and written skills; be able to articulate thoughts and ideas in verbal and written settings in a clear and concise matter
Strong knowledge of financial statements, financial spreading and financial trend analysis, including strong knowledge on GAAP Accounting
Excellent interpersonal communication skills, organizational and analytic skills with attention to details required
Must be able to analyze and provide recommendations to US teams
Excellent knowledge of Excel and MS office applications
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Mentor junior analysts or provide SME support to the team
Desired Qualifications
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Job Family
Operations
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo
Other Info
Metro Manila
Permanent
Full-time
Permanent
Full-time
Submit profile
Wells Fargo
About the company
Wells Fargo jobs
Philippines
Position Operations analyst 3 recruited by the company Wells Fargo at MetroManila, Manila, Joboko automatically collects the salary of , finds more jobs on Operations Analyst 3 or Wells Fargo company in the links above
About the company
Wells Fargo jobs
Philippines