Wells Fargo

Job Category:

Business Information Mgmt, Information Technology


Boston, Massachusetts



Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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Business Systems Consultant 5

Wells Fargo - Boston, Massachusetts

Posted: 11/17/2018

Job Description

Successful candidate will play a key role in enabling the Equity Investment Technology’s BSC team to deliver simple, effective, timely and affordable information technology solutions to complex investment decision-making and execution problems/opportunities for the WFAM Equity business. In addition, the candidate will work with the other BSC team members, Software Development teams, EIT Infrastructure team and Governance teams, WellsCap Investment Operations, WellsCap Compliance and key technology vendors as part of implementing technology solutions.

  • Facilitate the onboarding of investment team acquisitions
  • Analyze, and define foundational functions/platforms
  • Contribute to definition of project work streams – planning, sizing and scheduling
  • Demonstrate an deep understanding of the equity investment business
  • Demonstrate an deep understanding of the equity trading
  • Prior experience supporting equity traders, portfolio managers and financial analysts to understand pro-actively the technology needs of the firm’s various equity investment teams and to communicate opportunities, progress, and accomplishments
  • Works as a liaison among stakeholders in order to elicit, analyze, document, communicate and validate requirements
  • Works closely with Systems Development teams to clarify business requirements and translate business requirements to technical requirements
  • Develops detailed test plans & test cases and conducts system integration & user acceptance testing to validate and certify developed solutions
  • Conducts user training and promotes solution adoption
  • Documents clearly and concisely the information necessary to support the applications and solutions
  • Participates in the daily support and maintenance of the systems and applications
  • Support to the team’s critical applications
  • Ensures that escalated issues are tracked, reported on and resolved in a timely manner
Required Qualifications

  • 5+ years of business systems analysis experience, business systems design experience, or a combination of both
  • 7+ years of consultative business analysis experience
  • 10 + years of experience supporting electronic trading (etrading) platforms
  • 9+ years of consultative business analysis experience
  • 7+ years of project management experience
  • 7 + years of experience gathering business requirements from various sources including end-users and stakeholders
  • 5+ years of customer relationship management experience
  • 5+ years of customer service experience
  • 7+ years of experience with Software Development Life Cycle (SDLC) tools
  • 5+ years of MS SQL server experience
  • A Master's degree or higher
  • An active Chartered Financial Analyst (CFA) designation
Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • A BS/BA degree or higher in information technology
Other Desired Qualifications

5+ years of hands on experience with Charles River IMS, version 9 or greater is a requirement

Experience with and knowledge of WellsCap or Evergreen Investments technology strongly preferred

Ability to effectively work on multiple projects simultaneously and adapt to changing business priorities, unexpected challenges meet deadlines and works well under pressure

Demonstrates outstanding flexibility, teamwork and a sense of ownership

Ability to work overtime

Job Expectations

  • Ability to travel up to 10% of the time

  • All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.
    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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