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Financial Resource Management Analyst

Yesterday Charlotte, NC

About this role:

Wells Fargo is seeking a motivated and detail-oriented Analyst to support Market Risk and Capital Efficiencies initiatives within the Financial Resource Management group of the Corporate and Investment Bank (CIB). This role will contribute to efforts aimed at improving financial resource efficiency, supporting regulatory compliance, and enhancing risk and capital analytics for the CIB trading businesses.

In this role, you will:

  • Participate in functions related to financial research and reporting in support of a specific business unit, division, or product
  • Review and forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
  • Identify opportunities for process improvements within the scope of responsibilities
  • Research low to moderately complex financial data in support of management decision-making for a specific business unit, division, or product
  • Create and communicate various activities such as product pricing, product, and portfolio performance
  • Exercise independent judgment to guide key metrics forecasting, closing data and validation
  • Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
  • Develop expertise on reporting that meets brand standards and internal control standards
  • Collaborate and consult with peers, colleagues, internal partners and managers within finance and a given line of business to resolve issues and achieve goals
Key Responsibilities:

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  • Assist in preparing risk and capital analysis reports for senior stakeholders, identifying trends and supporting recommendations for efficiency improvements.
  • Collaborate with team members to track progress on key initiatives and prepare updates for internal presentations.
  • Help maintain data integrity and accuracy in capital and risk reporting processes.
  • Contribute to the development and testing of tools and systems used for capital optimization and P&L analytics in partnership with Technology teams.
  • Assist in researching and summarizing regulatory capital rules (e.g., Basel III, Volcker Rule) to support compliance and identify potential optimization opportunities.
  • Assist in monitoring the quality and governance of risk and capital data, ensuring adherence to internal controls and regulatory standards.
  • Participate in data analysis projects related to traded products and capital calculations.
  • Support deep-dive assessments of new products, trades, or emerging risks to evaluate capital and data implications.
Required Qualifications:
  • 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Bachelor's degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, or a related field.
  • 2+ years of experience in financial services, preferably in market risk, capital markets, or data risk management.
  • Familiarity with traded products (e.g., derivatives, securities), risk concepts (e.g., VaR, stress testing), and regulatory capital frameworks is a plus.
  • Basic understanding of data governance and risk data aggregation principles.
  • Proficiency in Excel/Powerpoint and interest in learning tools such as SQL or risk analytics platforms.
  • Experience with Python and/or PowerBi
  • Strong analytical, communication, and organizational skills with a willingness to learn and grow in a collaborative environment.
Job Expectations:
  • Monday - Friday 8am to 5 pm EST
  • 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 process.
Posting End Date:
9 Oct 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.

Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-494336
Employment Type: FULL_TIME
Posted: 2025-09-25T18:08:50

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

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