Explore current investment banking job openings in What Investment Banking Jobs are in Bangalore?
Showing 243 Investment Banking jobs in Bangalore
SME-Investment Banking
Posted 5 days ago
Job Viewed
Job Description
**Job Summary**
This role involves providing subject matter expertise in investment banking with a focus on risk management billing and invoicing processes. The candidate will utilize their technical proficiency in MS Excel to streamline operations and ensure compliance with industry standards. The position operates on a hybrid work model with day shifts and does not require travel.
**Responsibilities**
+ Analyze and interpret complex financial data to support risk management and billing processes in investment banking.
+ Collaborate with cross-functional teams to ensure accurate fee calculations and invoice generation for exchange and clearing operations.
+ Develop and maintain advanced MS Excel models to help with reconciliations of brokerage and trade validation
+ Ensure all daily and monthly activities are performed within manual and electronic brokerage settlements
+ Provide insights and recommendations to improve billing and invoicing accuracy and efficiency.
+ Conduct regular audits of financial transactions to identify discrepancies and implement corrective measures.
+ Prepare detailed reports and presentations for stakeholders highlighting key findings and actionable insights.
+ Assist in the design and implementation of process improvements to enhance operational efficiency in exchange and clearing activities.
+ Support the development of automated solutions for billing and invoicing tasks using MS Excel functionalities.
+ Collaborate with IT teams to ensure seamless integration of billing systems with other financial platforms.
+ Train and mentor junior team members on best practices in risk management billing and MS Excel usage.
+ Stay updated on industry trends and regulatory changes to proactively address potential impacts on operations.
+ Ensure all deliverables align with the companys objectives and contribute to its broader societal impact.
**Qualifications**
+ Demonstrate strong expertise in MS Excel including advanced functions pivot tables and macros.
+ Possess in-depth knowledge of risk management frameworks and their application in exchange and clearing operations.
+ Exhibit proficiency in billing and invoicing processes specific to investment banking.
+ Showcase excellent analytical and problem-solving skills to address complex financial scenarios.
+ Have a solid understanding of industry standards and regulatory requirements in investment banking.
+ Display effective communication and collaboration skills to work with diverse teams and stakeholders.
+ Bring prior experience in process optimization and automation using MS Excel.
+ Show adaptability to hybrid work models and commitment to delivering high-quality results.
+ Maintain a proactive approach to learning and staying updated on industry advancements.
+ Demonstrate attention to detail and accuracy in financial data analysis and reporting.
+ Exhibit strong organizational skills to manage multiple tasks and deadlines effectively.
+ Possess a minimum of 4 years and a maximum of 8 years of relevant experience in investment banking.
+ Showcase a commitment to contributing to the companys purpose and societal impact through their work.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
This role involves providing subject matter expertise in investment banking with a focus on risk management billing and invoicing processes. The candidate will utilize their technical proficiency in MS Excel to streamline operations and ensure compliance with industry standards. The position operates on a hybrid work model with day shifts and does not require travel.
**Responsibilities**
+ Analyze and interpret complex financial data to support risk management and billing processes in investment banking.
+ Collaborate with cross-functional teams to ensure accurate fee calculations and invoice generation for exchange and clearing operations.
+ Develop and maintain advanced MS Excel models to help with reconciliations of brokerage and trade validation
+ Ensure all daily and monthly activities are performed within manual and electronic brokerage settlements
+ Provide insights and recommendations to improve billing and invoicing accuracy and efficiency.
+ Conduct regular audits of financial transactions to identify discrepancies and implement corrective measures.
+ Prepare detailed reports and presentations for stakeholders highlighting key findings and actionable insights.
+ Assist in the design and implementation of process improvements to enhance operational efficiency in exchange and clearing activities.
+ Support the development of automated solutions for billing and invoicing tasks using MS Excel functionalities.
+ Collaborate with IT teams to ensure seamless integration of billing systems with other financial platforms.
+ Train and mentor junior team members on best practices in risk management billing and MS Excel usage.
+ Stay updated on industry trends and regulatory changes to proactively address potential impacts on operations.
+ Ensure all deliverables align with the companys objectives and contribute to its broader societal impact.
**Qualifications**
+ Demonstrate strong expertise in MS Excel including advanced functions pivot tables and macros.
+ Possess in-depth knowledge of risk management frameworks and their application in exchange and clearing operations.
+ Exhibit proficiency in billing and invoicing processes specific to investment banking.
+ Showcase excellent analytical and problem-solving skills to address complex financial scenarios.
+ Have a solid understanding of industry standards and regulatory requirements in investment banking.
+ Display effective communication and collaboration skills to work with diverse teams and stakeholders.
+ Bring prior experience in process optimization and automation using MS Excel.
+ Show adaptability to hybrid work models and commitment to delivering high-quality results.
+ Maintain a proactive approach to learning and staying updated on industry advancements.
+ Demonstrate attention to detail and accuracy in financial data analysis and reporting.
+ Exhibit strong organizational skills to manage multiple tasks and deadlines effectively.
+ Possess a minimum of 4 years and a maximum of 8 years of relevant experience in investment banking.
+ Showcase a commitment to contributing to the companys purpose and societal impact through their work.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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0
Investment Banking Associate
Posted 5 days ago
Job Viewed
Job Description
About the Role
Our client, a prestigious investment bank located in the vibrant tech hub of Bengaluru , Karnataka, is seeking a talented and ambitious Investment Banking Associate. This role is pivotal in executing complex financial transactions, including mergers and acquisitions, capital raising, and advisory services for a diverse portfolio of clients across various industries. The successful candidate will work closely with senior bankers, managing deal processes, conducting in-depth market research, and building strong client relationships. This position is based in our state-of-the-art Bengaluru office and requires a dedicated individual who thrives in a demanding, results-oriented environment. You will gain invaluable experience and contribute significantly to high-profile deals within India's booming economy.
Key Responsibilities- Assist in the execution of M&A transactions, debt and equity financings, and strategic advisory assignments.
- Develop detailed financial models, including LBO, DCF, and comparable company analysis.
- Prepare client presentations, pitch books, and other marketing materials.
- Conduct comprehensive industry research, company analysis, and valuation assessments.
- Manage junior team members (analysts) and oversee the preparation of transaction-related documents.
- Liaise with clients, legal counsel, and other advisors throughout the transaction process.
- Build and maintain relationships with key industry contacts and potential clients.
- Stay abreast of market trends, economic developments, and regulatory changes impacting investment banking.
- Contribute to business development efforts and identify new opportunities.
- Bachelor's degree in Finance, Economics, Business, or a related field from a top-tier institution. MBA or equivalent is a strong plus.
- 2-4 years of relevant experience in investment banking, corporate finance, private equity, or management consulting.
- Exceptional financial modeling, valuation, and quantitative skills.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Strong understanding of capital markets, corporate finance principles, and transaction execution.
- Excellent analytical, strategic thinking, and problem-solving abilities.
- Superior written and verbal communication skills, with the ability to articulate complex ideas effectively.
- Proven ability to manage multiple projects simultaneously, meet deadlines, and work under pressure.
- A proactive and diligent approach, with a high level of attention to detail.
- Residency or willingness to relocate to Bengaluru , Karnataka, is mandatory.
Our client offers a highly competitive compensation package, including a performance-based bonus structure, and a comprehensive benefits plan. You will have access to extensive training and career development programs, opportunities for rapid advancement, and the chance to work on challenging and rewarding international transactions. Join a leading firm in Bengaluru and shape your career in investment banking.
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1
Remote Investment Banking Associate
Posted 5 days ago
Job Viewed
Job Description
About the Role
Our client is seeking a highly motivated and experienced Investment Banking Associate to join their fully remote team. This pivotal role involves providing crucial support on a variety of transactions, including mergers and acquisitions, capital raising, and strategic advisory services. The ideal candidate will thrive in a remote-first environment, demonstrating exceptional analytical prowess, meticulous attention to detail, and the ability to manage multiple projects concurrently without direct supervision. This position is based in Gurugram, Haryana , but operates entirely remotely, allowing flexibility for candidates across various geographies while maintaining strong client relationships and internal collaboration.
Key Responsibilities- Conduct comprehensive financial analysis, including valuation, modeling, and due diligence.
- Prepare client presentations, pitch books, and marketing materials for deals.
- Assist in the execution of M&A transactions, debt financings, and equity offerings.
- Perform industry research and competitive analysis to identify market trends and opportunities.
- Develop and maintain strong relationships with clients and intermediaries.
- Coordinate with internal teams and external advisors throughout the transaction process.
- Manage junior team members and provide guidance on analysis and deliverables.
- Ensure compliance with all regulatory requirements and firm policies in a remote setting.
- Contribute to business development efforts by identifying potential new client mandates.
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field. MBA or equivalent is preferred.
- 3-5 years of relevant experience in investment banking, corporate finance, private equity, or financial advisory.
- Demonstrated expertise in financial modeling, valuation techniques (DCF, precedent transactions, comparables), and LBO modeling.
- Strong understanding of capital markets and transaction processes.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional written and verbal communication abilities, tailored for remote interaction.
- Proven ability to manage projects independently and meet tight deadlines in a remote-first work environment.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial databases (e.g., Bloomberg, FactSet).
- Experience within the Banking & Finance sector is essential for this role supporting operations for Gurugram .
- Highly competitive compensation package, including performance-based bonuses.
- Flexibility of a fully remote work arrangement.
- Access to cutting-edge technology and collaboration tools for remote work.
- Opportunities for significant professional growth and career advancement within a global firm.
- Exposure to a wide range of high-profile transactions and complex financial challenges.
- Supportive and collaborative remote team culture.
- Potential for international assignments or travel opportunities as business needs dictate.
- Generous benefits including health coverage and retirement planning support.
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2
Team Leader - Outbound Phone Banking
Posted 5 days ago
Job Viewed
Job Description
ROLE PURPOSE & OBJECTIVE:
- Responsible for managing a team of 15 to 20 Officers & Senior Officers of Outbound customer service
- Sales lead generation through various campaigns targeted on outbound sales calling for new customer acquisition.
- Track conversion across campaigns and products.
- Assists internal verticals in understanding sales opportunities and generate leads across product lines.
- Conduct basic training for tele callers for their campaigns.
- Monthly target adherence
- Increase lead conversion from cross selling
- Value Generation from campaigns
- Regular follow up with business team and coordinating with branches and other alternate channels
- Design new campaigns
- Market available training opportunities to employees and provide necessary information
- Provide performance feedback to team members & responsible for the professional development of the members.
- Customer retention checks.
- Conduct basic training for tele callers for their campaigns.
Qualification : Any Degree
Experience : 5 to 8 Relevant
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3
Analyst-Risk Management
Posted 1 day ago
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Job Description
Analyst-Risk Management
Bengaluru, KA, India(Hybrid)
**Job Description**
**Overview of The Department**
Commercial Rating and Underwriting (CRU) sits within the Credit and Fraud Risk (CFR) division and forms the institutional credit risk management function within American Express. The CRU team plays the critical role of assessing and managing the risk of institutional exposures across all business units within American Express, and in all regions globally. Credit exposures are primarily generated through corporate and small business card programs, via merchant service relationships where non-delivery risk exists, and among the securities portfolio held for firm-wide liquidity. CRU is led from Salt Lake City with regional teams in New York, London, Singapore and India.
In addition to determining the internal credit rating which drives the probability of default of each exposure, CRU also calculates the loss given default of these obligors while underwriting card programs. As a bank holding company, American Express must comply with the highest global banking standards set by Basel and implemented by the bank's primarily regulatory, the Federal Reserve.
**Responsibilities**
Analystwill be based out of India, and responsible underwriting credit exposures predominantly for the English speaking markets. Fundamental analysis incorporates a thorough review of business, financial, industry and country risks coupled with support from internal and external rating model outputs. Assessment includes understanding of the need for credit extension, profitability of the relationship and program structures.
Analysts will have opportunity to interact with various teams across the firm including front office sales, business unit risk partners, and credit administration to perform their critical role.
**Qualifications**
**Desired Skills**
+ Experience as a credit analyst or underwriter dealing with commercial exposures ranging from small business or middle-market to large, multinational institutions
+ Thorough understanding of fundamental financial analysis including the ability to review corporate financial statements to determine the ability of the obligor to honor its credit obligations
+ Comfort with GAAP/IFRS accounting standards, corporate valuation, and forecasting
+ Familiarity with quantitative credit models (such as Moody's RiskCalc, CreditEdge, etc) and knowledge of how to interpret the outputs, and when deviation from the model has appropriate defense
+ Comfort with public agency ratings and supporting analysis
+ Understanding of current macroeconomic trends and how to provide recommendations to improve the PD estimation based on the business cycle
+ Experience preparing company-specific and industry-wide credit memorandums
**Qualifications**
+ 0-2 years experience rating and / or underwriting at a leading financial institution or rating agency
+ Bachelor's degree from a top tier university with high GPA and a degree (or substantial coursework) in finance, accounting, economics, or statistics
+ Chartered Financial Analyst program candidacy a plus
+ Proficiency with MS excel, VBA will be a plus
At American Express, our culture is built on a 175-year history of innovation, shared values ( and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
As part of Team Amex, you'll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
**Job Info**
+ Job Identification
+ Job Category Risk
+ Posting Date 07/20/2026, 06:53 AM
+ Apply Before 07/27/2026, 06:30 PM
+ Job Schedule Full time
+ Job Shift Day
+ Locations Part of Ground Floor, 7th to 11th floors, Rome North,, Bengaluru Urban, KA, , IN(Hybrid)
+ Career Area Analytics & Risk Management
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Bengaluru, KA, India(Hybrid)
**Job Description**
**Overview of The Department**
Commercial Rating and Underwriting (CRU) sits within the Credit and Fraud Risk (CFR) division and forms the institutional credit risk management function within American Express. The CRU team plays the critical role of assessing and managing the risk of institutional exposures across all business units within American Express, and in all regions globally. Credit exposures are primarily generated through corporate and small business card programs, via merchant service relationships where non-delivery risk exists, and among the securities portfolio held for firm-wide liquidity. CRU is led from Salt Lake City with regional teams in New York, London, Singapore and India.
In addition to determining the internal credit rating which drives the probability of default of each exposure, CRU also calculates the loss given default of these obligors while underwriting card programs. As a bank holding company, American Express must comply with the highest global banking standards set by Basel and implemented by the bank's primarily regulatory, the Federal Reserve.
**Responsibilities**
Analystwill be based out of India, and responsible underwriting credit exposures predominantly for the English speaking markets. Fundamental analysis incorporates a thorough review of business, financial, industry and country risks coupled with support from internal and external rating model outputs. Assessment includes understanding of the need for credit extension, profitability of the relationship and program structures.
Analysts will have opportunity to interact with various teams across the firm including front office sales, business unit risk partners, and credit administration to perform their critical role.
**Qualifications**
**Desired Skills**
+ Experience as a credit analyst or underwriter dealing with commercial exposures ranging from small business or middle-market to large, multinational institutions
+ Thorough understanding of fundamental financial analysis including the ability to review corporate financial statements to determine the ability of the obligor to honor its credit obligations
+ Comfort with GAAP/IFRS accounting standards, corporate valuation, and forecasting
+ Familiarity with quantitative credit models (such as Moody's RiskCalc, CreditEdge, etc) and knowledge of how to interpret the outputs, and when deviation from the model has appropriate defense
+ Comfort with public agency ratings and supporting analysis
+ Understanding of current macroeconomic trends and how to provide recommendations to improve the PD estimation based on the business cycle
+ Experience preparing company-specific and industry-wide credit memorandums
**Qualifications**
+ 0-2 years experience rating and / or underwriting at a leading financial institution or rating agency
+ Bachelor's degree from a top tier university with high GPA and a degree (or substantial coursework) in finance, accounting, economics, or statistics
+ Chartered Financial Analyst program candidacy a plus
+ Proficiency with MS excel, VBA will be a plus
At American Express, our culture is built on a 175-year history of innovation, shared values ( and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
As part of Team Amex, you'll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
**Job Info**
+ Job Identification
+ Job Category Risk
+ Posting Date 07/20/2026, 06:53 AM
+ Apply Before 07/27/2026, 06:30 PM
+ Job Schedule Full time
+ Job Shift Day
+ Locations Part of Ground Floor, 7th to 11th floors, Rome North,, Bengaluru Urban, KA, , IN(Hybrid)
+ Career Area Analytics & Risk Management
Return to Jobs List (
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4
Relationship Analyst - Global Banking
Posted 2 days ago
Job Viewed
Job Description
Relationship Analyst - Global Banking
Location:
Bangalore, KA, IN,
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 17 Jul 2026
**Job description**
**Some careers shine brighter than others.**
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of **Relationship Analyst - Global Banking**
**In this role, you will:**
+ Work on client strategic reviews for priority clients, which include discussions with different product partners to prepare follow-ups and achieve the client plan
+ Work with relationship managers (RMs) to create pitch decks for client meetings, one-pagers, and tailored content for specific sectors
+ Work on deals by understanding client needs, running internal deal profitability tools as required, and coordinating with internal teams such as credit, risk, onboarding etc for deal execution
+ Prepare client portfolio analyses focused on returns against plan, with breakdowns by products, regions, and sectors to provide insights for senior management
+ Negotiate client documents such as NDAs, ISDAs, GMRAs, and others by coordinating with internal teams such as legal, treasury, and risk
+ Undertake thought leadership projects by working on client-relevant themes and preparing pitch books to help RMs originate business
+ Demonstrate working knowledge of data concepts like data quality, basic statistics/visualization and AI concepts with the ability to use approved tools to support day-to-day work
+ Understand and ensure compliance with all relevant internal and external rules, regulations, and procedures that apply to the conduct of the business
**To be successful, you will:**
+ Exceptionally qualified MBAs and CAs with Big 4 (EY, PwC, Deloitte, KPMG) experience
+ Ability to establish rapport with team members and product partners
+ Excellent quantitative and analytical skills
+ Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
+ Highly proficient in Excel, PowerPoint and Word
+ Good at multitasking
+ Strong attention to detail
+ Highly motivated; strong work ethic; thrives under pressure, confident, team player
**You'll achieve more when you join HSBC.**
is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
***Issued By HSBC Electronic Data Processing (India) Private LTD***
Location:
Bangalore, KA, IN,
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 17 Jul 2026
**Job description**
**Some careers shine brighter than others.**
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of **Relationship Analyst - Global Banking**
**In this role, you will:**
+ Work on client strategic reviews for priority clients, which include discussions with different product partners to prepare follow-ups and achieve the client plan
+ Work with relationship managers (RMs) to create pitch decks for client meetings, one-pagers, and tailored content for specific sectors
+ Work on deals by understanding client needs, running internal deal profitability tools as required, and coordinating with internal teams such as credit, risk, onboarding etc for deal execution
+ Prepare client portfolio analyses focused on returns against plan, with breakdowns by products, regions, and sectors to provide insights for senior management
+ Negotiate client documents such as NDAs, ISDAs, GMRAs, and others by coordinating with internal teams such as legal, treasury, and risk
+ Undertake thought leadership projects by working on client-relevant themes and preparing pitch books to help RMs originate business
+ Demonstrate working knowledge of data concepts like data quality, basic statistics/visualization and AI concepts with the ability to use approved tools to support day-to-day work
+ Understand and ensure compliance with all relevant internal and external rules, regulations, and procedures that apply to the conduct of the business
**To be successful, you will:**
+ Exceptionally qualified MBAs and CAs with Big 4 (EY, PwC, Deloitte, KPMG) experience
+ Ability to establish rapport with team members and product partners
+ Excellent quantitative and analytical skills
+ Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
+ Highly proficient in Excel, PowerPoint and Word
+ Good at multitasking
+ Strong attention to detail
+ Highly motivated; strong work ethic; thrives under pressure, confident, team player
**You'll achieve more when you join HSBC.**
is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
***Issued By HSBC Electronic Data Processing (India) Private LTD***
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5
Institutional Investment Operations Associate
Posted 1 day ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a.
**In this role, you will:**
+ Assist in lifecycle support for institutional trade flow.
+ Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues.
+ Lead or participate in moderately complex initiatives and deliverables.
+ Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives.
+ Identify and recommend opportunities for process improvement and risk control development.
+ Provide leadership to bring groups together to resolve multi-faceted complex issues.
+ Serve as a leader on projects along with internal and industry related initiatives.
+ Review and analyze complex functional and operational tasks that require in-depth evaluation.
+ Exercise independent judgment and resolution to guide the deliverable.
+ Resolve moderately complex issues.
+ Lead team to meet functional area projects, and process deliverables.
+ Leverage solid understanding of functions, policies, procedures and compliance requirements.
+ Mentor and assist analysts.
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
**Required Qualifications:**
+ 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in one or a combination of the following: Regulatory Reporting, Collateral, Documentation, project management, business operations or strategic planning in financial services.
+ Bachelor's degree, or a business-related field is strongly preferred.
+ Excellent verbal, written (including drafting), and interpersonal communication skills. Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data.
+ Ability to research, compile, and perform complex analysis on critical operational data. Ability to interact with all levels of an organization.
+ Accurately review and remediate breaks, which includes, but is not limited to Dodd Frank, QFC Record keeping, QFC Resolution Stay and MiFID II and various legal notices covering swaps and trades.
+ Working on daily BAU along with remediation process
**Job Expectations:**
+ Collaborate with U.S. based QFC RK Data Team to implement tactical and strategic solutions to establish and administer Data Control Reports, which includes identifying data breaks, perform root cause analysis entailing deep dive, complex data analysis, and remediate and/or escalate breaks.
+ Develop procedures and workflows to support BAU processes around Data Controls and analysis and remediate and/or escalate breaks as well as help develop controls required to prevent future breaks.
+ Proactively identify and raise data break issues to technology, business, compliance, upstream system owners and recommend clear options and recommendations that drive decision making toward resolution.
+ Prioritize critical issues and coordinate communicating among senior leadership. Follow, and assist in developing, complex processes and procedural issues in a fast paced environment within firm deadlines
+ Coordinate efforts to consult and coordinate with technology, business, areas and development teams to gather requirements, drive design, and delivery of enhancements to data control reports and ensure deadlines are met.
+ Team Lead in support functions that includes providing guidance and direction to junior staff, oversight of administrative and operational efforts to identify, analyze, and remediate exceptions, compliance issues, risks and gaps in processes.
+ Consult with Legal, Compliance, Ops Risk, Technology, Business areas to establish and support strategic controls and ensure all adequate controls and processes are in place.
+ Assist QFC RK U.S. based Data Team to drive systems/change initiatives, business continuity plans, and to identify development required to ensure legal and regulatory adherence.
**Posting End Date:**
22 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a.
**In this role, you will:**
+ Assist in lifecycle support for institutional trade flow.
+ Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues.
+ Lead or participate in moderately complex initiatives and deliverables.
+ Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives.
+ Identify and recommend opportunities for process improvement and risk control development.
+ Provide leadership to bring groups together to resolve multi-faceted complex issues.
+ Serve as a leader on projects along with internal and industry related initiatives.
+ Review and analyze complex functional and operational tasks that require in-depth evaluation.
+ Exercise independent judgment and resolution to guide the deliverable.
+ Resolve moderately complex issues.
+ Lead team to meet functional area projects, and process deliverables.
+ Leverage solid understanding of functions, policies, procedures and compliance requirements.
+ Mentor and assist analysts.
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
**Required Qualifications:**
+ 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in one or a combination of the following: Regulatory Reporting, Collateral, Documentation, project management, business operations or strategic planning in financial services.
+ Bachelor's degree, or a business-related field is strongly preferred.
+ Excellent verbal, written (including drafting), and interpersonal communication skills. Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data.
+ Ability to research, compile, and perform complex analysis on critical operational data. Ability to interact with all levels of an organization.
+ Accurately review and remediate breaks, which includes, but is not limited to Dodd Frank, QFC Record keeping, QFC Resolution Stay and MiFID II and various legal notices covering swaps and trades.
+ Working on daily BAU along with remediation process
**Job Expectations:**
+ Collaborate with U.S. based QFC RK Data Team to implement tactical and strategic solutions to establish and administer Data Control Reports, which includes identifying data breaks, perform root cause analysis entailing deep dive, complex data analysis, and remediate and/or escalate breaks.
+ Develop procedures and workflows to support BAU processes around Data Controls and analysis and remediate and/or escalate breaks as well as help develop controls required to prevent future breaks.
+ Proactively identify and raise data break issues to technology, business, compliance, upstream system owners and recommend clear options and recommendations that drive decision making toward resolution.
+ Prioritize critical issues and coordinate communicating among senior leadership. Follow, and assist in developing, complex processes and procedural issues in a fast paced environment within firm deadlines
+ Coordinate efforts to consult and coordinate with technology, business, areas and development teams to gather requirements, drive design, and delivery of enhancements to data control reports and ensure deadlines are met.
+ Team Lead in support functions that includes providing guidance and direction to junior staff, oversight of administrative and operational efforts to identify, analyze, and remediate exceptions, compliance issues, risks and gaps in processes.
+ Consult with Legal, Compliance, Ops Risk, Technology, Business areas to establish and support strategic controls and ensure all adequate controls and processes are in place.
+ Assist QFC RK U.S. based Data Team to drive systems/change initiatives, business continuity plans, and to identify development required to ensure legal and regulatory adherence.
**Posting End Date:**
22 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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6
Principal Financial Systems Analyst
Posted 1 day ago
Job Viewed
Job Description
**Job Description**
Financial support to business areas through financial analysis, budgeting, planning & forecasting; to facilitate decision making and future business strategies. This role requires supporting global team in US hence the working hours will be 6pm to 3am IST.
**Responsibilities**
As a member of Oracle's finance organization, you will be responsible for providing all aspects of financial support for planning and control. Assist in consolidation and reporting of financial results; preparation of annual budget. Gather, model, analyze, prepare, and summarize information for financial plans, operating forecasts, trended future specifications, etc.; on a weekly, monthly, or quarterly basis. Prepares recommendations based on analyzes. May perform revenue and expense analysis, headcount and headcount driven expense analysis at cost center level, tracking of product and product line revenue, reconciliation of accounts receivable, variance analysis and ad-hoc analysis as needed. You may participate in cross functional programs and projects.
Career Level - IC4
**About Us**
Only Oracle brings together the data, infrastructure, applications, and expertise to power everything from industry innovations to life-saving care. And with AI embedded across our products and services, we help customers turn that promise into a better future for all. Discover your potential at a company leading the way in AI and cloud solutions that impact billions of lives.
True innovation starts when everyone is empowered to contribute. That's why we're committed to growing a workforce that promotes opportunities for all with competitive benefits that support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Financial support to business areas through financial analysis, budgeting, planning & forecasting; to facilitate decision making and future business strategies. This role requires supporting global team in US hence the working hours will be 6pm to 3am IST.
**Responsibilities**
As a member of Oracle's finance organization, you will be responsible for providing all aspects of financial support for planning and control. Assist in consolidation and reporting of financial results; preparation of annual budget. Gather, model, analyze, prepare, and summarize information for financial plans, operating forecasts, trended future specifications, etc.; on a weekly, monthly, or quarterly basis. Prepares recommendations based on analyzes. May perform revenue and expense analysis, headcount and headcount driven expense analysis at cost center level, tracking of product and product line revenue, reconciliation of accounts receivable, variance analysis and ad-hoc analysis as needed. You may participate in cross functional programs and projects.
Career Level - IC4
**About Us**
Only Oracle brings together the data, infrastructure, applications, and expertise to power everything from industry innovations to life-saving care. And with AI embedded across our products and services, we help customers turn that promise into a better future for all. Discover your potential at a company leading the way in AI and cloud solutions that impact billions of lives.
True innovation starts when everyone is empowered to contribute. That's why we're committed to growing a workforce that promotes opportunities for all with competitive benefits that support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
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7
Senior Wealth Underwriter
Posted 1 day ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Senior Wealth Underwriter.
**In this role, you will:**
+ Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Wealth Underwriting
+ Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors; present recommendations for resolving moderately complex situations
+ Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
+ Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed
+ Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals; serve as a mentor for lower level staff
+ Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations
**Required Qualifications:**
+ 4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
**Posting End Date:**
30 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Senior Wealth Underwriter.
**In this role, you will:**
+ Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Wealth Underwriting
+ Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors; present recommendations for resolving moderately complex situations
+ Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
+ Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed
+ Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals; serve as a mentor for lower level staff
+ Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations
**Required Qualifications:**
+ 4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
**Posting End Date:**
30 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Is this job a match or a miss?
Apply Now
8
Senior Financial Planning & Analysis Analyst
Posted 2 days ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst
**In this role, you will:**
+ Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
+ Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
+ Contribute to large scale planning such as economic research in support of management decision making
+ Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
+ Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
+ Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
+ Establish effective and efficient reporting delivery that meets brand standard and internal control standards
+ Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
**Required Qualifications:**
+ 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Strong experience handling month-end close, financial reporting, and variance analysis.
+ Experience supporting budgeting, forecasting, and long-range planning activities.
+ Strong skills in financial commentary writing, business analysis, and providing actionable insights to leadership.
+ Advanced Microsoft Excel skills, including financial modeling, Pivot Tables, Power Query, dashboards, and advanced formulas.
+ Experience with **Hyperion Essbase** for financial planning and reporting processes.
+ Experience developing dashboards and visualizations using **Power BI** .
+ Working knowledge of **Microsoft Copilot** and AI-enabled productivity tools to enhance financial analysis and reporting.
+ Strong stakeholder management and business partnering experience.
+ Excellent written and verbal communication skills with the ability to present financial information to senior leaders.
+ Demonstrated ability to work effectively in a collaborative team environment.
**Job Expectations:**
+ Manage FP&A activities supporting Business and Technology Finance.
+ Prepare monthly, quarterly, and annual forecasts, budgets, and financial performance analyses.
+ Partner closely with finance, business, and technology stakeholders to provide financial insights and support strategic decision-making.
+ Utilize **Hyperion Essbase** for forecasting, planning, reporting, and variance analysis activities.
+ Build and maintain **Power BI** dashboards to enhance visibility into financial performance and key business metrics.
+ Leverage **Microsoft Copilot** and automation capabilities to improve operational efficiency, reporting quality, and analytical effectiveness.
+ Deliver timely, accurate, and insightful financial reporting and executive presentations.
+ Identify and implement process improvements, automation opportunities, and reporting enhancements.
+ Demonstrate strong partnership, accountability, and collaboration while supporting multiple stakeholders and priorities.
+ Be a strong team player committed to continuous improvement and execution excellence.
**Posting End Date:**
26 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst
**In this role, you will:**
+ Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
+ Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
+ Contribute to large scale planning such as economic research in support of management decision making
+ Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
+ Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
+ Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
+ Establish effective and efficient reporting delivery that meets brand standard and internal control standards
+ Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
**Required Qualifications:**
+ 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Strong experience handling month-end close, financial reporting, and variance analysis.
+ Experience supporting budgeting, forecasting, and long-range planning activities.
+ Strong skills in financial commentary writing, business analysis, and providing actionable insights to leadership.
+ Advanced Microsoft Excel skills, including financial modeling, Pivot Tables, Power Query, dashboards, and advanced formulas.
+ Experience with **Hyperion Essbase** for financial planning and reporting processes.
+ Experience developing dashboards and visualizations using **Power BI** .
+ Working knowledge of **Microsoft Copilot** and AI-enabled productivity tools to enhance financial analysis and reporting.
+ Strong stakeholder management and business partnering experience.
+ Excellent written and verbal communication skills with the ability to present financial information to senior leaders.
+ Demonstrated ability to work effectively in a collaborative team environment.
**Job Expectations:**
+ Manage FP&A activities supporting Business and Technology Finance.
+ Prepare monthly, quarterly, and annual forecasts, budgets, and financial performance analyses.
+ Partner closely with finance, business, and technology stakeholders to provide financial insights and support strategic decision-making.
+ Utilize **Hyperion Essbase** for forecasting, planning, reporting, and variance analysis activities.
+ Build and maintain **Power BI** dashboards to enhance visibility into financial performance and key business metrics.
+ Leverage **Microsoft Copilot** and automation capabilities to improve operational efficiency, reporting quality, and analytical effectiveness.
+ Deliver timely, accurate, and insightful financial reporting and executive presentations.
+ Identify and implement process improvements, automation opportunities, and reporting enhancements.
+ Demonstrate strong partnership, accountability, and collaboration while supporting multiple stakeholders and priorities.
+ Be a strong team player committed to continuous improvement and execution excellence.
**Posting End Date:**
26 Jul 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 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.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Is this job a match or a miss?
Apply Now
9