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Portfolio Analytics and Strategic Consultant

CA - San Francisco

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Opportunity Snapshot

This role offers you the opportunity to use your technical aptitude and big-picture, strategic thinking skills to pull insightful information from large quantities of data and present those insights in concise and compelling ways. The key to being successful in this position is being able pull key "aha!" points from information and inspire business decisions and actions from your findings. You'll also have a special focus on identifying ways to increase usage of various deposit products. In this role, you can have a significant impact on the multi-billion dollar deposit portfolio of the number one bank serving small businesses. You'll gain broad exposure to areas across Wells Fargo, and your success in this highly visible role will position you well for growth opportunities within Small Business Cash Management (SBCM) and throughout the corporation.

To be a good fit for this opportunity, you will have at least eight years of relevant experience in roles combining deep analytical expertise, strong presentation skills, and strategic business savvy, such as in management consulting or business analytics. We're looking for a professional with solid interpersonal and leadership skills, including the ability to develop relationships across the analytical, product management and marketing groups.

You'll join a dynamic, high performance team in SBCM driving double digit revenue and profit growth in the small business sector at Wells Fargo. We focus on customer value, team experience, and the bottom line.

We offer an open, supportive environment and numerous learning and development opportunities to help you develop personally and professionally. We also make sure that all team members feel valued, do work that is challenging and makes a difference, and enjoy great benefits, rewards, and recognition.

What Else You'll Bring to the Table

In addition to the qualifications detailed above, you'll need:

A bachelor's degree in Business or Finance; an MBA is strongly preferred.
Strategic thinking and business savvy, including an intuitive understanding of how to apply the numbers you uncover; ability to solve problems and develop conceptual frameworks.
Analytical expertise, including excellence in quantitative analysis and in the construction and use of data and information; persistence in gathering data and other information; and advanced computer skills, particularly with MS Excel and PowerPoint.
Exceptional presentation skills, including a demonstrated ability to distill information from multiple complex analyses into executive summaries that suggest courses of action.
The ability to handle multiple projects simultaneously by prioritizing, working through obstacles, and meeting deadlines.
Enthusiasm, high energy, positive attitude, aptitude for change, and desire to work independently.
A genuine, career-oriented interest in financial services.

Preferred but not required:

Banking or financial service industry experience, especially knowledge of small business deposit products.
Management consulting experience.
Some background or experience in marketing.

What's in It for You

Challenging role on a sharp, driven team -- the Portfolio Analytics and Optimization team of SBCM is comprised of intelligent and experienced analytics professionals who take a high energy and passionate approach to driving significant growth for our portfolio. The work is challenging, but if you're the person we're looking for, you'll enjoy digging into and mastering a challenge.

Broad, high-level visibility and impact -- the work you do will make an impact on all functional groups within SBCM as well as other areas of Wells Fargo, and often will be presented to our senior executives.

Career development -- it's not unusual for professionals in SBCM to expand their skills and grow into other areas of the Division or throughout Wells Fargo.

Great work environment -- SBCM has built remarkable success by fostering a team-oriented atmosphere that encourages new ideas and active contribution. Wells Fargo's reputation is based not only on leadership in financial services, but also on award-winning employment practices.

Excellent compensation -- in addition to a competitive salary and MBO-based bonus potential, we offer a comprehensive benefits package that includes all you would expect plus a few truly outstanding features, including a generous allotment of paid time off and a 401(k) as well as a cash balance plan.

More About Your Role

Reporting to our Vice President, Portfolio Analytics and Optimization, you will join a team that consists of data and modeling experts who identify trends within our customer base and linked to the macroeconomic environment to better understand, explain, and forecast balances, product mix, product usage, and other key metrics. In addition, the team focuses on transforming this information into strategic insights and action, which may be linked to product pricing, product feature enhancements, marketing opportunities, or other innovations. While SQL or SAS skills could be a plus, your role will focus less on pulling data and more on pulling together analyses in partnership with others on the team. By being the "hub" of key analyses, you can help identify and communicate information that is useful and applicable to various business groups within SBCM and other areas of Wells Fargo.

Your mission will be to uncover the most important insights from trends gleaned from multiple analyses, make the trends pop in meaningful ways, and to translate all that great information into presentations with key takeaways and recommendations to ensure senior management and your business partners leverage it to best advantage. Your activities may include:

Conducting portfolio analyses on balance trends, attrition, activation, and usage by product, banker type, and customer segment, as well as driving various analyses related to deposit funds flow trends.
Identifying opportunities to apply findings in actionable marketing initiatives and product strategies, and supporting others in SBCM to get those initiatives and strategies implemented.
Partnering with team members across Wells Fargo on projects related to small business, such as:
- deposit balance growth in select banker segments, and
- activation and utilization for small business products (customer behavior analysis to identify key segments, product strategies to increase usage/balances/product integration, marketing program development and measurement, and more).
Creating presentations that explain key analytical findings and resulting strategies, and capably presenting these findings and recommendations to senior management.
Driving activation and utilization strategies for products across the deposits spectrum
Managing details of your own projects, representing Portfolio Analytics and Optimization on cross-functional teams, and more.

Keys to Success

To excel in this role, you will have a knack for creating stories that succinctly present the most important information from the numbers, how we can explain and understand that information, and what actions it suggests. Your analyses and presentations will make the information "pop." In addition, in order to be an outstanding Portfolio Analytics and Strategy Consultant, you will:

Think and communicate in a structured, cut-to-the-chase way.
Deal effectively with changing priorities in a dynamic, growth-oriented environment; at any given time you may have five projects underway and the team could get a new project with even greater urgency.
Take a team-oriented approach, leveraging your interpersonal skills to build and manage relationships with internal and external partners effectively, including influencing those over whom you have no direct authority.
Have a strong desire to share what you know and use that knowledge to drive decisions and action.

If this sounds like the right mix of challenge and opportunity for you, and you meet the minimum qualifications, we want to hear from you!

Who We Are

Wells Fargo understands that small business is big business. We have dedicated a team of top professionals that has earned Wells Fargo a reputation for being one of the friendliest banks to small business owners. We provide one of the most comprehensive and competitive set of products and services, and offer one of the most highly rated online banking site for small business customers.

Based in San Francisco, the Small Business Cash Management team provides a wide range of products and services for more than one million small businesses throughout our footprint, ranging from sole proprietorships to corporations with up to $20 million in annual revenue. Our team's goal is simple: provide small businesses and their owners with excellent service and products to help meet their financial goals. Some of our products include checking, savings, time deposits, business services packages, and sweeps.

For more information, please visit www.wellsfargo.com/biz. Clicking on this link will open a new browser window, but be sure to come back to submit your resume!