Settlements Business Analyst-project Manager jobs at Wells Fargo in United Kingdom, City Of London

In this role, you will:

• Be responsible for Situation Investigation and Problem Analysis, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Define and document requirements and user stories using Jira as prescribed by the team and run appropriate meetings to validate the artefacts produced prior to signoff.

• Undertake gap analysis across a given operating model.

• Support Idea generation.

• Produce dashboards to monitor user story and testing progress as prescribed by the team

• Document test scenarios and create tests packs.

• Display a high degree of stakeholder management and analysis.

• Support the project manager when required to do so.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications and Skills:

• Experience working within financial services specialising in Capital Markets.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Experience of Investment Operations and the trade Lifecycle demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of the delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• Fluent in the following applications: All MS Office Application and Agile Enterprise Jira, and Confluence.

• Qualifications in Business Analysis and Investment Operations will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Be responsible for Situation Investigation and Problem Analysis, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Define and document requirements and user stories using Jira as prescribed by the team and run appropriate meetings to validate the artefacts produced prior to signoff.

• Undertake gap analysis across a given operating model.

• Support Idea generation.

• Produce dashboards to monitor user story and testing progress as prescribed by the team.

• Document test scenarios and create tests packs.

• Display a high degree of stakeholder management and analysis.

• Support the project manager when required to do so.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications and Skills:

• Experience working within financial services specialising in Capital Markets.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Experience of Investment Operations and the trade Lifecycle demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of the delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• Fluent in the following applications: All MS Office Application and Agile Enterprise Jira, and Confluence.

• Qualifications in Business Analysis and Investment Operations will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Ideal candidates will have experience in operational projects within Investment Banking, along with qualifications in Business Analysis and Wholesale Investment Operations. Those with a proven track record in settlements will be highly valued.

In this role, you will:

• Be responsible for Situation Investigation and Problem Analysis, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Define and document requirements and user stories using Jira as prescribed by the team and run appropriate meetings to validate the artefacts produced prior to signoff.

• Undertake gap analysis across a given operating model.

• Support Idea generation.

• Produce dashboards to monitor user story and testing progress as prescribed by the team.

• Document test scenarios and create tests packs.

• Display a high degree of stakeholder management and analysis.

• Support the project manager when required to do so.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications and Skills:

• Experience working within financial services specialising in Capital Markets.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Experience of Investment Operations and the trade Lifecycle demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of the delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• Fluent in the following applications: All MS Office Application and Agile Enterprise Jira, and Confluence.

• Qualifications in Business Analysis and Investment Operations will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

The ideal candidate will possess a comprehensive understanding of the development team's requirements to facilitate a seamless and effective delivery process. Additionally, this role offers the opportunity to participate in designing and constructing solutions using Xceptor.

In this role, you will:

• Collaborate with stakeholders to understand business processes, pain points, and automation opportunities.

• Conduct workshops, interviews and surveys to elicit functional and non-functional requirements.

• Document workflows, data sources, and integration points relevant to low-code / no-code platforms.

• Translate business requirements into platform-specific configurations, templates, and reusable components.

• Work closely with platform administrators to ensure governance, scalability and compliance.

• Serve as the liaison between business units and development teams.

• Create clear and concise documentation, including user stories, process maps, and acceptance criteria.

• Present findings to both technical and non-technical audiences.

• Support testing and validation of solutions to ensure alignment with business goals.

• Monitor performance and adoption of deployed solutions, recommending improvements where necessary.

• Maintain a feedback loop to continuously refine requirements and enhance platform usability.

Required Qualifications:

• Proven experience as a Business Analyst, ideally in digital transformation or automation projects.

• Familiarity with low-code / no-code platforms, ideally Xceptor version 4.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication and stakeholder management abilities.

• Understanding of data modelling, process mapping, and user experience principles.

• Experience with Agile or iterative development methodologies.

• Ability to identify risk and reduce / manage accordingly, escalating where necessary.

• Growth mindset.

• A good understanding of client / customer service.

Desired Qualifications:

• Certification in Business Analysis.

• Intermediate SQL experience.

• Exposure to citizen development programs or enterprise automation initiatives.

• Knowledge of APIs, databases and integration concepts.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The ideal candidate will be expected to:

• Self-lead the build out a new function that will centrally run controls and processes owned within the front office
• Establish a best-in-class control/operating environment complemented by up-to-date procedures and process flows, disciplined periodic testing/reviews, constant search for efficiencies etc.
• Proactively establish and develop relationships with key stakeholders across the businesses, COO teams, business control and functional partners to effectively perform the role

Responsibilities:

• Build out the team between London and Singapore and establish a high-performance culture that is focused on both quality and efficiency
• Build out the book of controls and processes to centralize within the business management function, partnering with product/activity COOs between multiple regions
• Build out the accompanying management information (KRIs/KPIs) associated with the function and establish related reporting routines
• For new controls/processes, partner with related COO teams and functional partners to establish robust but operationally efficient controls/processes
• Develop procedures for the centralized controls/processes (adhering to firm wide standards) and establish regular review routines to ensure they remain up to date
• Serve as a subject matter expert on business booking models/activities and link those models/activities to controls, processes, intercompany agreements, licenses, front office teams etc.
• Proactively track actions/feedback from stakeholders related to activities and regularly update on progress
• Build and maintain strong relationships with the businesses, COOs and functions to stay on top of personnel, regulatory, system, tooling changes
• Know and understand the regulatory requirements associated with the footprint of the businesses and connection between those requirements and the controls/processes run within the team
• Drive the evolution of the controls/processes run by the team and ensure business/regulatory requirements are always met
• Drive the development of offshore capabilities, partnering with the global lead in the US to ensure control/process migrations are done thoughtfully and with clear accountability
• Serve as front office controls/processes subject matter expert in risk control self-assessments and internal/external audits
• Develop and maintain Business Continuity Plans for the team
• Support reporting obligations – management, entity, regulatory
• Run ad-hoc initiatives that cut across product / activity verticals
• Drive special initiatives at the request of the International Markets COO

Required Experience:

• Corporate & investment banking business management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Management or leadership experience

• Relevant experience working within an investment bank

• Deep understanding of markets, including products, services, clients and regulatory environments
• Experience in building, managing and developing geographically dispersed teams
• Experience in designing, implementing and running controls/processes for a business
• Experience in managing a portfolio of control/process routines across a team
• Experience in dealing with complex problems that require multiple global stakeholders to solve
• Experience in working with senior executives requiring high quality work but under time pressure
• Experience in establishing offshoring service centres

Skillsets:

• Meticulous attention to detail whilst able to present information at the intended audience’s level
• Self-starter who is solution orientated and constantly acts on opportunities for continuous improvement
• Builds trust and operates with discretion and integrity
• Scrutinizes the first answer, evaluates alternatives, considers perspectives and tests assumptions
• Exceptional organizational and project management skills
• Strong interpersonal and communication skills
• Ability to set a target operating state and execute towards that
• Ability to lead teams through change
• Ability to influence/negotiate and build consensus with stakeholders across all levels
• Ability to run multiple concurrent tasks whilst playing varying roles in their execution
• Ability to quickly understand and synthesize complex information sets and identify themes/connections
• Ability to work independently and as part of a team
• Expert skills in MS Excel, PowerPoint, SharePoint and Visio

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.

Programme Overview

During this ten-week programme, you will join teams such as Investment Banking Coverage, Mergers and Acquisitions, or Debt Capital Markets. These teams help clients raise debt and equity capital, pursue growth opportunities, and manage financing risk. You will work on research and analysis, assist with presentations, and gain exposure to the internal processes that support live deals. Training and mentorship are built into the programme to help you grow your technical knowledge and professional confidence.

Banking and Capital Markets (“BCM”) Overview

The BCM team sits within Wells Fargo’s Corporate and Investment Bank and is dedicated to understanding the unique competitive and operating environments of our clients. Combining strong relationships and industry knowledge with superior capital markets and advisory capabilities, our team excels in delivering exceptional execution. BCM is organised across coverage and product teams, covering Corporate Banking, Financial Institutions, Fund Finance, and M&A, among others.

Provides a full range of services to clients across the following client types:

• Corporate Banking
• Financial Institutions
• Fund Finance

Provides a full range of execution capabilities and services to clients in the following products:

• Debt Capital Markets and Advisory
• Loan Syndications
• M&A
• Real Estate Syndicated Finance

As well as our leading commercial real estate lending business:

• Commercial Real Estate (CRE) that is also part of the Corporate & Investment Banking division and delivers real estate banking services to corporate clients, including fund managers, large private property companies, and real estate investment trusts (REITs). The CRE EMEA team provides a strategic bridge for the bank to support US clients investing in assets located in the EMEA region and to introduce domestic clients to the wider Wells Fargo franchise.

Required

• Penultimate year undergraduate with an expected graduation date of June 2027
• Demonstratable interest in finance through work experience or extra-curricular achievement
• A record of academic excellence
• Fluent in English

Desired

• Knowledge of another language other than English. E.g., French, Spanish, Italian or other language
• A personality that is engaging, flexible, organised, conscientious, initiative-taking, & detail-oriented
• An ability to prioritise work, meet deadlines & achieve goals, all whilst working in a dynamic & complex environment
• Ability to quickly evaluate and solve analytical problems, with a basic understanding of mathematical principles
• Sense of personal accountability & urgency for achieving results
• Experience using Microsoft Office suite of products

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform walkthroughs of significant processes and ensure required COSO documentation is accurate and reflects relevant risks and key controls.

• Perform testing of key controls, including design effectiveness assessments and operating effectiveness testing.

• Challenge and validate documentation of control deficiencies, including issue description, root cause, unmitigated impact, and corrective actions.

• Analyze the severity of control deficiencies, both individually and in the aggregate, and the impact to internal control over financial reporting.

• Assess the components of internal control for applicable business units.

• Monitor open control deficiencies and validate corrective actions.

• Build relationships and collaborate with key stakeholders.

Required Qualifications:

• Experience in Finance, Accounting, Analytics, Reporting, Business and Technology Audit, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Internal control testing experience.

• ACA, ACCA or equivalent qualification.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to take initiative, prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.