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Analytics Consultant

AT Wells Fargo
Wells Fargo

Analytics Consultant

Bonifacio Global City, Philippines

About this role:
Wells Fargo is seeking an Analytics Consultant for Wealth and Investment Management.

In this role, you will:
• Consult with business line and enterprise functions on less complex research
• Use functional knowledge to assist in non-model quantitative tools that support strategic decision making
• Perform analysis of findings and trends using statistical analysis and document process
• Present recommendations to increase revenue, reduce expense, maximize operational efficiency, quality, and compliance
• Identify and define business requirements and translate data and business needs into research and recommendations to improve efficiency
• Participate in all group technology efforts including design and implementation of database structures, analytics software, storage, and processing

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• Develop customized reports and ad hoc analyses to make recommendations and provide guidance to less experienced staff
• Understand compliance and risk management requirements for supported area
• Ensure adherence to data management or data governance regulations and policies
• Participate in company initiatives or processes to assist in meeting risk and capital objectives and other strategic goals
• Collaborate and consult with more experienced consultants and with partners in technology and other business groups

Required Qualifications:
• Experience in Analytics, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
• Experience working with workforce management software/tools- eWFM or Verint preferred. Especially for updating and refining forecasting inputs on an ongoing basis.
• Experience working with Erlang based statistical models and regression-based models

Job Expectations:
This role is a key part of us meeting daily SLAs and requires an immense amount of regular and ongoing communication, including the ability to speak up and raise their hand in weekly meetings with ICC executive and business leaders.

This Capacity planning role is the most critical role to ensuring we are planning staffing levels for the Brokerage Services team in addition to the support of the Investment Resource Center and Digital and Automated Investing teams, which has been instrumental for the contact center teams to ensure meeting daily SLAs.

The Analytic Consultant in this role owns the following responsibilities:
  • Creates volume and capacity plans within sophisticated excel models
  • Facilitate constant coordination and communication between internal recruiting, recruiting Agencies, leadership, L&D and business initiatives team
  • Lead Monthly Performance Planning Meetings (MPP), all updates and follow-ups, including updates to Contact Center Executive and his directs
  • Collaborate with Finance as an input to our staffing cost and yearly budget
  • Lead the business impact analysis in support of the Target Operating Models and changes
  • Lead the data analysis on metrics to reduce process variation; modeling for ongoing business initiatives, mailings and letters to ensure accurate and timely on phone staff to ensure optimal client wait times.
  • Own business improvement analysis and modeling e.g. Client Affluent modeling; Mailing impacts, account growth impacts, BVA model expansion, hours of operation change etc.
Notes: Must be amenable to a night shift schedule and an onsite work arrangement (Five NEO, Taguig)

Posting End Date:
3 Oct 2024
*Job posting may come down early due to volume of applicants.

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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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): Taguig, Metro Manila, Philippines
Job ID: WellsFargo-R-387186
Employment Type: Other

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

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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