Business Research Consultant
(Analytic Consultant 2)
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Location(s):
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Charlotte, NC; New York, NY;
San Francisco, CA
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Job Opening ID:
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5351505
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Job Description
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Participate on a centralized
team (Information Research Services) of Research Consultants and Analysts
responsible for providing valuable business research within the Wholesale
Bank, with primary focus on Corporate & Investment Banking, Middle Market
Banking, and Small Business Banking. The primary goal of Information Research
Services is to extend WF’s competitive edge by positioning our professionals
to successfully do the following:
1. Understand their clients
(i.e., credit/risk assessments, prospecting, market intelligence,
relationship & portfolio management, public information books - PIBS).
2. Pitch engagements or compete
for business (i.e., preparation and pitchbooks).
3. Execute deals/transactions
(i.e., confidential information memorandums, prospectuses, lender’s
presentations, advisory, hedges, etc.).
Research Consultant will
serve as a senior member of the team, and report to the Head of Information
Research Services.
KEY RESPONSIBILITIES
INCLUDE:
Utilize a variety of online
resources to help fulfill the daily volume of ad-hoc requests for research.
Focus on complex research
requests including industry & market research, M&A data analytics,
real estate research, topical research/studies, comprehensive research
projects, vendor comparisons & assessments, and global research.
Support the training,
growth and development of junior members of the team (e.g., Research
Analysts). Research Consultants will regularly consult with clients on
clarifying, fine-tuning or narrowing requests to help manage expectations and
improve search results.
Support team lead with
administrative initiatives and other special projects including online tool
development, work-flow queue oversight, marketing, training (e.g., LOB
clients), LOB outreach & relationship management, and vendor management
& development.
A typical day will consist
of reviewing requests, sourcing & screening information, and distributing
material in a time sensitive manner.
With innovation and
continuous improvement at the forefront, Research Consultant will help team
monitor sources for relevance and effectiveness; identify appropriate
resources consistent with the developing research needs of the client; and
help evaluate ways to improve internal operating processes.
DIVISIONAL INFORMATION
Marketing leads the development of
integrated marketing strategies across Wells Fargo's 90 plus business lines
and national geography. The group is responsible for strengthening our brand
reputation, preference, and differentiation through strategy and advertising,
database and experiential marketing, digital programs and product
development, and market research and related customer analytics We strive to
establish life-long relationships with our customers and propel Wells Fargo
to be among the most trusted and admired brands.
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Required Qualifications
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4+
years of reporting experience, analytics experience, or a combination of
both; or a BS/BA degree or higher in a quantitative field such as applied
math, statistics, engineering, physics, accounting, finance, economics,
econometrics, computer sciences, or business/social and behavioral sciences
with a quantitative emphasis and 2+ years of reporting experience, analytics
experience, or a combination of both
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Desired Qualifications
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Strong analytical skills with high
attention to detail and accuracy
Excellent verbal, written, and
interpersonal communication skills
Ability to execute in a fast paced, high
demand, environment while balancing multiple priorities
Ability
to interact with integrity and a high level of professionalism with all
levels of team members and management
Intermediate Microsoft
Office (Word, Excel, Outlook, and PowerPoint) skills
Master of Library &
Information Science (MLIS) with investigative and research skills
4 years of experience
performing research in a financial institution; or exposure to investment
banking, and/or market data
Knowledge of online sources
including but not limited to S&P, Moody’s, Fitch, MergerMarket, Thomson
Reuters, Dow Jones, Frost & Sullivan, LexisNexis, CoStar, Euromonitor,
and Dunn & Bradstreet
Experience in researching
across a broad range of industries and entities, including consumer products;
energy; financial institutions; technology; financial sponsors; healthcare;
industrial growth; media & telecom; and private equity
Broad knowledge of capital
markets deal execution process and standards
Motivated; self-starter;
proactive
Ability to organize and
manage a diverse range of assignments and projects with high efficiency, yet
thorough attention to detail and follow through
Demonstrates excellent
research skills, including patience to achieve successful research results
Resourceful and
independent, but comfortable working within a team-oriented environment
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Apply Today
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Internal Team Members: Visit
Teamworks Jobs:
Intranet
hrpeoplesoft.wellsfargo.com/jobs or Internet teamworks.wellsfargo.com/jobs
Within the Job Opening
ID field enter number as listed above and click on Search
*These instructions are for
internal team members.
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External Job Seekers:
Visit Wells Fargo Careers
Site: wellsfargo.com/careers
Click on Search Jobs and
Search Jobs Now
Within the Job Opening
ID field enter number as listed above and click on Search
*These instructions are for
external job seekers.
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If job search returns with no results, then posting
is no longer active.
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