Client Managment Analyst

4 weeks ago

Bengaluru, India WELLS FARGO BANK Full time
About this role:

The roles involves

-Working with an industry leading Sell Side Equity Advisory team

-Working closely with the Senior Sales Specialist to manage and submit Research interactions

-Significant opportunities to learn, develop and work as an integral member of the front office teams in business.

.

In this role, you will:
  • Work closely with Sales and Research Analysts to submit Research and Corporate Access interactions for multiple clients across different aggregators at pre defined frequency with complete adherence to the deadline
  • Maintain aggregators directory enabling accurate receipt of broker vote and submission of interaction
  • Maintain client and internal database by working closely with various stakeholders across departments
  • Maintain and publish forward calendar with accurate updates ensuring visibility of upcoming events
  • Generate insightful analysis encompassing interaction summaries by client and analysts, interaction rejection analysis, periodic reporting for global management enabling strategic client decision making
  • Drive efficiency through automation of recurring tasks using VBA , Advanced excel , SQL etc
  • Prepare detailed SOPs clearly outlining client level nuances and aggregator requirements
  • Work independently on complex projects and deliver high quality projects
Hybrid working model:
  • No of days working from office in a week: Minimum 3 out of 5 days
  • Shift followed: Minimum 3-5 hours of overlap with US teams required
  • Work location: Bangalore
Required Qualifications:
  • Outstanding academic qualifications with a minimum of Bachelors degree from a premier educational institution
  • 8+ years of relevant experience
Job Expectations:
  • Holistic understanding of the Equity Research landscape and monetization lifecycle
  • Competence in using different aggregators - Corpaxe, Commcise, Dealogic, Bloomberg, Markit etc.
  • Demonstrate strong organizational skills with proactive attitude to take initiative and ownership
  • Have a solution-oriented mindset to resolve existing and upcoming challenges
  • Attention to detail, balanced against the need for timely submission
  • Team player with willingness to handle different products and assignments
  • Able to work independently and yet be part of a team.
  • Ability to proficiently use Microsoft Office Applications - Power Point and Excel - finding/sorting/reformatting data/pivot tables/build macros, without making errors
  • Sufficient proficiency in English and communicate effectively with key stakeholders across different department
  • Python, Excel VBA programming would be an added advantage
Posting End Date:
14 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 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.

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