Full-Time

Financial Resource Management Analyst

Posted on 9/25/2025

Deadline 10/9/25
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

Compensation Overview

$92k - $145k/yr

New York, NY, USA

In Person

Category
Finance & Banking (2)
,
Required Skills
Data Analysis
Requirements
  • 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Participate in functions related to financial research and reporting in support of a specific business unit, division, or product
  • Review and forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
  • Identify opportunities for process improvements within the scope of responsibilities
  • Research low to moderately complex financial data in support of management decision-making for a specific business unit, division, or product
  • Create and communicate various activities such as product pricing, product, and portfolio performance
  • Exercise independent judgment to guide key metrics forecasting, closing data and validation
  • Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
  • Develop expertise on reporting that meets brand standards and internal control standards
  • Collaborate and consult with peers, colleagues, internal partners and managers within finance and a given line of business to resolve issues and achieve goals
  • Assist in preparing risk and capital analysis reports for senior stakeholders, identifying trends and supporting recommendations for efficiency improvements.
  • Collaborate with team members to track progress on key initiatives and prepare updates for internal presentations.
  • Help maintain data integrity and accuracy in capital and risk reporting processes.
  • Contribute to the development and testing of tools and systems used for capital optimization and P&L analytics in partnership with Technology teams.
  • Assist in researching and summarizing regulatory capital rules (e.g., Basel III, Volcker Rule) to support compliance and identify potential optimization opportunities.
  • Assist in monitoring the quality and governance of risk and capital data, ensuring adherence to internal controls and regulatory standards.
  • Participate in data analysis projects related to traded products and capital calculations.
  • Support deep-dive assessments of new products, trades, or emerging risks to evaluate capital and data implications.
Desired Qualifications
  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Financial Engineering, or a related field.
  • 2+ years of experience in financial services, preferably in market risk, capital markets, or data risk management.
  • Familiarity with traded products (e.g., derivatives, securities), risk concepts (e.g., VaR, stress testing), and regulatory capital frameworks is a plus.
  • Basic understanding of data governance and risk data aggregation principles.
  • Proficiency in Excel/Powerpoint and interest in learning tools such as SQL or risk analytics platforms.
  • Experience with Python and/or PowerBi
  • Strong analytical, communication, and organizational skills with a willingness to learn and grow in a collaborative environment

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Federal Reserve lifted 2018 asset cap on June 3, 2025, enabling deposit and investment growth.
  • Wells Fargo Securities arranged $1.45 billion ICF International credit deal in 2026.
  • Firm ranked No. 33 on Fortune’s 2025 list of America’s largest corporations.

What critics are saying

  • JPMorgan Chase captures 15% more small business deposits via AI loans in Q1 2026.
  • Rocket Mortgage cuts Wells Fargo’s 25% mortgage share to 18% with app approvals.
  • Chime drains $5B+ deposits from millennials using 4.5% APY no-fee accounts.

What makes Wells Fargo unique

  • Wells Fargo originates one in four U.S. home loans as second-largest retail mortgage lender.
  • Company operates 8,050 branches and 13,000 ATMs for unmatched physical retail presence.
  • Wells Fargo serves 70 million customers across 35 countries with diversified financial services.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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