13 Aug
|
Wells Fargo
|
Bengaluru
13 Aug
Wells Fargo
Bengaluru
Department Overview:The roles involves working with an industry leading Corporate and Investment Bank in the CIB support team. Specifically, this involves high impact deliverables on MA, DCM, ECM and other IB deals. The roles working closely with the US deal team on pitchbooks. The roles involves significant opportunities to learn, develop and work as an integral member of the front office teams in business.
About the Role:Provide services to make documents brand compliant and aesthetically enhanced. Assist team members in creating their client presentations, confidential information memorandum (CIM), and pitchbooks. Also enable the LOBs to focus on their business objectives while providing the following services: brand compliance, formatting, spell/grammar checking, graphic design, desktop publishing, cartography, image searches, and data clean-up.
Functional Responsibilities:Responsible for multiple deliverable types including presentations, maps, charts and graphs, meeting and events materials, and more. Provide quality and timely results while maintaining excellent communications with clients from across CIB/CB. This role requires consultation skills to deliver projects to meet both the clientsexpectations and the objectives of the Wells Fargo brand.
Specific Responsibilities:
- Pulls requests from an automated queue
- Prioritize request based on estimated time needed to complete, and client need
- Communicate with clients, with a consultative and customer service mindset
- Become an expert in and advocate for the Wells Fargo brand
- Work well under pressure, meet tight deadlines, and work well autonomously
- Track, document, and maintain project files and information in job archives
- Review jobs for quality, brand adherence, accuracy, and completeness
Role Summary Key Responsibilities
- Work in a fixed night shift (9 PM6 AM IST) to support USbased teams with consistent coverage and rapid turnaround.
- Engage with stakeholders to diagnose and clarify business needs, asking targeted questions to resolve inconsistencies and ensure accurate understanding of requirements.
- Translate ambiguous or incomplete inputs into structured, actionable briefs, recommending appropriate analytical frameworks, storylines, and visual formats.
- Provide guidance on communication, narrative flow, and presentation best practices to ensure deliverables are compelling, accurate, and aligned with the intended audience.
- Anticipate downstream impacts related to brand, compliance, risk, and audience perception, recommending enhancements that strengthen quality and reduce rework.
- Act as a consultative partner by evaluating solution options, assessing tradeoffs, and guiding stakeholders toward approaches that optimize clarity, speed, and strategic alignment.
- Collaborate closely with the Banking DRIVE team to develop compliant, highquality outputs, coordinating across groups to refine requirements and manage expectations.
- Ensure highquality QC and final deliverables, maintaining accuracy, adherence to standards, and consistency across all outputs.
Essential qualifications/ Market skill set:
- 10+ yearsexperience in presentation design and team management.
- Advanced-level experience in Microsoft PowerPoint, Excel, and Word
- Previous experience with Adobe Photoshop and PDF writer; InDesign
- Demonstrated skill/background in layout and graphic design
- Strong oral and written skills, including proofreading
- Advanced typing skills: speed plus accuracy
Preferred Skills Abilities:
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
- Robust analytical skills with high attention to detail and accuracy
- Advance knowledge in Microsoft PowerPoint, Excel, and Word
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills.
📌 Analytics Consultant (Bengaluru)
🏢 Wells Fargo
📍 Bengaluru