Sales Support Associate for Mercer’s rapidly growing Investments business working closely with Asia sales leadership. Supporting business development initiatives and coaching junior colleagues.
About the role
- Lead Risk Analytics Consultant at Wells Fargo focusing on analytics for banking strategies and profitability. Collaborate with cross-functional teams and mentor junior analysts for strategic insights and improvement.
Responsibilities
- Lead complex, cross-functional initiatives focused on advanced business analysis and modeling, delivering broad impact across CSBB customer segments.
- Serve as a key contributor in data aggregation, monitoring, reporting, and portfolio analytics to support strategic decision-making.
- Design and implement lifetime customer cash flow valuation models to inform growth strategies, marketing investment decisions, and customer-level profitability forecasting.
- Conduct in-depth analysis using historical performance data to evaluate current strategies and shape future initiatives.
- Leverage trend analysis, segmentation, and scenario modeling to identify opportunities and mitigate risk.
- Review and enhance complex programming models by extracting and transforming large datasets.
- Apply statistical and financial modeling techniques tailored to the needs of supported business lines, ensuring accuracy and scalability.
- Lead the development of executive dashboards that provide real-time visibility into account-level and portfolio-level profitability.
- Drive strategic decisions in product profitability, data modeling, and risk exposure by applying a deep understanding of business objectives, regulatory frameworks, and compliance requirements.
- Collaborate with senior leaders and partners across Finance, Product, Risk, and Analytics for accurate and reliable assessment of profitability projects.
- Lead high-impact projects and mentor junior analysts, fostering a culture of analytical excellence, continuous learning, and collaboration.
- Provide guidance on technical development, business acumen, and stakeholder communication.
Requirements
- 5+ years of Risk Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of hands-on experience with SAS/SQL/Python, leveraging these tools to analyze large-scale datasets and extract actionable insights
- BA/B degree or higher in a quantitative field, Statistics, Engineering, Physics or Economics, Computer Science.
- 4+ years’ experience in banking cash flow modeling
- Experience in financial concepts and methodologies (NPV, ROA, ROE, and RWA)
- Prior experience with lending, and deposits
- Experience with Excel, specifically nested formulas, arrays, and VBA.
- Experience with statistical packages and time series forecasting techniques
- Desire to drive process improvements to enhance business outcomes
- Exceptional verbal and written communication skills
- Strong analytical and critical thinking skills.
Benefits
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
- Information will be shared about expectations during the recruitment process
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Intern supporting the data - driven investment team at D11Z Ventures. Involvement in AI - powered dealflow processes and assisting investment managers in day - to - day tasks.
Investment Associate driving venture capital impact at Planet A Ventures in Berlin. Shape investment processes and grow networks across Europe's tech ecosystem.
Senior Financial Accountant at Global University Systems managing multi - currency ledgers and financial reporting responsibilities. Supporting statutory accounts preparation and enhancing financial processes.
FP&A Analyst at Arcadis providing essential financial reports for strategic decision - making and operational support. Collaborating with management to improve reporting efficiency and accuracy.
Revenue and Financial Manager at APHSA providing financial and operational support across portfolios. Managing revenue operations and ensuring alignment with organizational goals while collaborating with internal teams.
Investment Banking Analyst at CAA Evolution, supporting associates in financial analysis and transaction management. Engaged in the sports, media, and entertainment industries with a focus on client service.
Managing Director overseeing operations of Alternatives recon function at State Street. Responsible for platform migrations and service delivery improvements across financial services operations.
Finance Operations Executive managing reconciliation operations across six offices in APAC for a global digital media agency. Ensuring billing accuracy and resolving discrepancies with internal and external stakeholders.
Head of Financial Reporting managing group and local statutory accounts for global agency TEAM LEWIS. Acting as a lead on corporate compliance, managing audits, and consolidations across regions.