Senior Operations Analyst
Wells Fargo
Manila, National Capital Region, Philippines
6d ago

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.

Market Job Description

About Wells Fargo India


Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, 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 (REEF), Strategic Capital, and Specialty Finance.

    The successful candidate will support the REEF, Strategic Capital, and Specialty Finance divisions. REEF is a leader in financing

    large-scale wind, solar, and other renewable energy projects

  • Strategic Capital provides long term capital in the form of equity and / or debt to current and prospective business customers, commercial partners of Wells Fargo, as well as approved Small Business Investment Company.
  • Specialty Finance provides specialized lending to healthcare, hotel franchising, and specialty finance companies.

    About the Role

    Internally known as Operations Analyst 2, this position involves 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.


    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

    Work on assigned projects as needed

    Market Skills and Certifications

    Required Qualifications

  • Bachelor's degree in finance, accounting, commercial banking or in similar relevant field
  • 4+ years of working experience in related field
  • Work US hours (night shift)
  • Sound knowledge of financial statements and financial trend analysis, including working knowledge on GAAP Accounting
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent organizational and analytic skills with attention to details
  • Detailed oriented
  • 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
  • Desired Qualifications

  • Quick learner
  • Highly motivated individual who is able to work well independently and in a team environment
  • Flexibility to stretch to accomplish projects timely
  • 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.

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