About this role: Wells Fargo is seeking a Business Accountability Specialist in the Corporate Plans Investment Team (CPIT) as part of Wealth & Investment Management (WIM). In this role, you will be responsible for reporting including data quality and accuracy, maintaining controls and procedures, and supporting investment manager due diligence process. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Assist in analyzing and monitoring institutional asset managers Conduct quantitative research Be a key contributor for team’s controls, procedures, and all other required documentation Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Be responsible for fiduciary reporting including coordination with external consultant, validation of data, and creation of presentations Required Qualifications: 2+ years of risk management, business controls, quality… assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience analyzing controls, procedures, and documentation Quantitative research experience Institutional asset manager research experience Understanding and knowledge of ERISA plans Demonstrated attention to detail Advanced MS Excel skills Research tool experience such as Morningstar and FactSet Effective verbal and written communication skills Job Expectations: This position offers a hybrid work schedule This position is not eligible for a Visa sponsorship Work Locations: 550 South Tryon Street – Charlotte, NC 28202 299 South Main Street – Salt Lake City, UT 84116 550 South 4th Street – Minneapolis, MN 55415 Posting End Date: 9 Jun 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 units 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 & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortunes 2023 rankings of Americas largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions
