Senior Operations Analyst
Wells Fargo
Manila, Philippines
3d ago

About the Role

Work 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 performance, including financial statement spreading, financial analysis, trend analysis, and document requirements tracking
  • Prepare annual reviews, valuations and credit write-ups
  • 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
  • Update databases, system of records and worksheets and find ways to improve systems / worksheets to provide additional efficiency
  • 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
  • 6+ years of experience in financial industry or related field
  • Work US hours (night shift)
  • Sound knowledge of financial statements, financial spreading 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
  • 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
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