Wells Fargo
Financial Services
SecuritiesOperationsSpecialistWIMOpsMetrics,CapacityPlanningandForecasting
“Securities Operations Specialist- WIM Ops Metrics, Capacity Planning and Forecasting at Wells Fargo. Skills: Capacity planning, Forecasting, Metrics analysis. Execute business analysis. Develop capacity plans”
Industry & Context.
Problem-solving skills; Root cause analysis
Hybrid in-office schedule, Willingness to work on-site
What They're Looking For.
Must Have
2+ years Securities Operations experience, 2+ years Brokerage Operations experience, 1+ years metrics, forecasting, staffing models, or capacity analysis, 1+ years utilizing data visualization tools, Advanced Microsoft Office skills
Nice to Have
knowledge of brokerage industry processes and controls, call volume or workload planning, experience with MicroStrategy, experience with Tableau, Ability to translate technical needs into clear requests, analytical and research skills, high attention to detail and accuracy, Ability to influence and build working relationships, Proven collaborator, Solid problem-solving skills, Effective organizational, multi-tasking, and prioritization skills
What You'll Do.
Execute business analysis
Develop capacity plans
Maintain capacity plans
Apply statistical modeling
Identify operational drivers
Support data automation
Deliver Capacity Planning initiatives
Deliver Metric Command Center initiatives
Present recommendations
Develop understanding of function
Develop understanding of policies
Develop understanding of procedures
Develop understanding of compliance
Provide information to peers
Collaborate with peers
Provide information to colleagues
Collaborate with colleagues
Consult with colleagues
Provide information to managers
Collaborate with managers
Consult with managers
Provide information to customers
Collaborate with customers
Consult with customers
Align on performance planning cadence
Perform data analysis
Drive strategic initiatives
Optimize Capacity Planning framework
Implement Capacity Planning framework
Implement Monthly Performance Planning meetings
Perform statistical testing
Work with staffing models
Update staffing models
Perform regression testing
Identify staffing impacts
Provide recommendations to LOB leaders
Incorporate into staffing models
Develop expertise in operational processes
Support workflow efficiency
Support risk-control analysis
Resolve escalated issues
Monitor operational performance
Research business risks
Provide input into policies
Enhance customer satisfaction
Review time sensitive documents
Review transaction requests
Assess impacts on workload
Assess impacts on staffing
Exercise independent judgment
Understand trade settlement workflow controls
Support standardized capacity planning controls
Monitor daily securities production work
Monitor daily cash production work
Escalate capacity risks
Escalate performance risks
Contribute to implementation of projects
Lead implementation of projects
Contribute to implementation of new processes
Lead implementation of new processes
Contribute to implementation of revised processes
Lead implementation of revised processes
Perform analysis for initiatives
Make decisions on matters with financial impact
Make decisions on matters with risk
Leverage data-driven insights
Own business control framework
Conduct regular control checks
Conduct regular audit checks
Build staffing models
Update staffing models
Quality-check staffing models
Quality-check volume models
Perform sensitivity analysis
Produce actionable recommendations
Review functional operational tasks
Review functional operational challenges
Evaluate deliverables
How You'll Work.
Team & Collaboration
Collaborate with peers; Collaborate with colleagues; Collaborate with managers; Collaborate with customers; Partner across business lines
Communication Scope
Present recommendations
Process & Methodology
Project implementation
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