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Lead Institutional Investment Operations Specialist

Employer
Wells Fargo
Location
London, United Kingdom
Salary
Competitive
Closing date
Jun 6, 2023

View more

Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Reporting to the Lead Data Analyst, this candidate would be expected to lead and take responsibility for the definition, development, implementation and operation of a data analytics and control framework, in order to provide business leaders with actionable data on the International client lifecycle.
• Data analyst with experience managing large, complex data sets with the objective of providing actionable analytics
• Ability to work with business stakeholders to understand and document their business needs and requirements of any reporting
• Experience working with a range of 'self serve' data analytics software solutions, as well as with enterprise databases/technology
• A passion for solving complex data challenges and designing a reporting and control environment to support the International business teams
• Ideally with experience of working with client data or with large data sets as part of the operations environment within a financial institution

Main function:

Reporting to the International Client Lifecycle Director this candidate would be expected to lead and take responsibility for the definition, development, implementation and operation of a data analytics and control framework, in order to provide business leaders with actionable data on the International client lifecycle.
  • Data analyst with experience managing large, complex data sets with the objective of providing actionable analytics
  • Ability to work with business stakeholders to understand and document their business needs and requirements of any reporting
  • Experience working with a range of 'self serve' data analytics software solutions, as well as with enterprise databases/technology
  • A passion for solving complex data challenges and designing a reporting and control environment to support the International business teams
  • Ideally with experience of working with client data or with large data sets as part of the operations environment within a financial institution
Responsibilities:

Establish a client lifecycle data analytics function
  • Design, build and run a data analytics function, focused solely on managing, controlling and reporting for the client lifecycle environment, in support of the International Client Lifecycle Director.
  • Work closely with the Client Lifecycle Director to develop a data driven approach in support of the client lifecycle environment
  • Develop a deep knowledge of the client lifecycle in order to implement a robust data driven control environment
  • Develop and implement databases and data collections systems focused on client data and supporting processes
  • Implement a data acquisition approach from a range of primary and secondary sources
  • Work with senior stakeholders, client lifecycle team members and subject matter experts to develop meaningful and actionable reporting
  • Manage the day to day data analytics operation and report production in order to identify, analyse and interpret trends within the data sets
Required Qualifications:
  • Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Skills:
  • Operational Data Analyst with a significant experience related to the client lifecycle environment
  • Ability to influence stakeholders in order to develop the client lifecycle service offering
  • Deep knowledge and expertise within the client lifecycle environment or closely related roles (client data/account management/client workflow management)
  • Ideally with experience of establishing a data driven workflow to support the operational service environment
Job Expectations:
  • Participation in and awareness of industry forums, associated trends and technologies to promote continued enhancements to provide a best in class service
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy

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

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