Associate, Client Intelligence & Analytics, Inventory Finance

Wells Fargo

. Build the client intelligence capability from the ground up for Wells Fargo's Inventory Finance business .

Posted 9/16/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis and visualization, with proficiency in SQL, Excel, Python, and Tableau or Power BI. Capable of translating complex data insights into actionable business strategies while adhering to compliance and risk management standards.

Highest-signal resume keywords

Data AnalysisSQL ProficiencyTableau or Power BIAnalytical Problem-SolvingFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisData VisualizationSQLExcelPythonRTableauPower BIClient SegmentationQuantitative Analysis

Soft Skills

Excellent CommunicationProblem-SolvingSelf-StarterMentoringCollaboration

Industry Keywords

AnalyticsFinancial ServicesRisk ManagementComplianceBusiness Strategy

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Build the client intelligence capability from the ground up for Wells Fargo's Inventory Finance business
Define data sources and establish reporting and analytics infrastructure
Create a structured, repeatable view of the client base
Develop client segmentation, profitability, and behavioral analyses
Inform commercial strategy, pricing, cross-sell, and retention decisions
Design and maintain dashboards and recurring reporting for business and portfolio performance
Own ad hoc analytics by scoping stakeholder requests and delivering rigorous, time-sensitive quantitative analysis
Partner with business, technology, risk, and operations teams to source data, validate insights, and embed analytics into decision-making
Translate complex analysis into clear recommendations for non-technical audiences
Consult, review, and research moderately complex business, operational, and technical challenges
Perform moderately complex data analysis supporting strategic initiatives and business needs
Develop understanding of technical systems and business processes to extract data-driven insights and identify engineering enhancements
Lead or participate in large cross-group projects
Mentor less experienced staff
Collaborate with peers, colleagues, external contractors, and mid-level managers to resolve issues and achieve goals
Follow compliance and risk management requirements

Requirements

What you’ll need

4+ years of Analytics experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Bachelor's degree in a quantitative or business discipline (desired)
Experience in analytics, data analysis, consulting, or a related field; financial services or lending experience preferred
Proficiency in data analysis and visualization tools such as SQL, Excel, Python or R, Tableau or Power BI
Strong analytical and problem-solving skills
Ability to structure ambiguous problems and work independently
Excellent communication skills and ability to translate data into business insight
Self-starter comfortable building a capability from scratch in a fast-changing environment
Willingness to work on-site in one of the listed locations
Position is not eligible for Visa sponsorship
Ability to comply with applicable Wells Fargo compliance, risk management, outside activities, and personal investing policies

Benefits

Comp & perks

Travel up to 10%
Equal opportunity employment
Medical accommodation available during the application or interview process
Drug-free workplace