Job Title: Associate Analyst
Business Group/Line: Wells Capital Management
Location: Menomonee Falls, WI
Number of months at Wells Fargo: 7 months
Undergraduate institution: University of Wisconsin
Undergraduate major: Business Administration
Why did you choose Wells Fargo over other potential employers?
As a business line of Wells Fargo, WellsCap is part of a strong-rooted company with proven credibility. While researching the analyst development program, I understood that WellsCap was the type of firm that wanted to lead each team member into a successful career by providing a variety of learning opportunities, support, and training. This paired with the work-life balance shown in the company’s culture attracted me to WellsCap.

Three key reasons:
  • Strong emphasis on development paired with guidance in creating and achieving long-term career goals.
  • Corporate culture is positive, inclusive, and constructive. The team members that illustrate this culture make the difference here.
  • Exposure to seasoned financial professionals as you expand your network and knowledge-base.
Would you recommend Wells Fargo as an employer? Why? What should students consider when making their choice for employer?
I would most certainly recommend Wells Fargo as an employer. Recent college graduates will quickly learn that the team members and managers genuinely want to see you succeed. They encourage you to take advantage of all the learning opportunities offered here while providing guidance and support along the way. In addition, there are resources which smaller asset management firms cannot offer, such as mentorship, one-on-one training and supporting from a peer class.

Has any one thing surprised you about Wells Fargo? If so, what?
I was surprised by how accessible and down-to-earth the managers are. All of the managers I have been in contact with try to be sure I am benefiting from all the company has to offer. New opportunities to learn and explore are always being offered to me as I alternate through my rotations. This program really is all about exploring your opportunities at WellsCap. If I know I may have extra time one day, I will try to plan a meeting with someone from another area of the firm. This allows me time to ask questions and explore more opportunities WellsCap has the potential to offer. I was pleasantly surprised by how much I am constantly encouraged to learn and explore.

Has your perception of Wells Fargo changed from the time you were a student until now? How?
I always knew Wells Fargo was a great company. From this, I figured that it maintained professional, intelligent, and bright team members while maintaining a worker-friendly environment and culture. I was proven right. After working here I realized that part of the reason Wells can be acknowledged as one of the premiere financial institutions in the country can be attributed to the strong focus on people and customers.

Why is your program or business group a good fit for you?
The business management (also called rotational) track of the analyst development program is an excellent fit for me because it allows me to explore all the company has to offer. As I rotate through different teams over the two-year period, I learn to appreciate the value that each team member in each department brings to the firm. The business management track provides you with the opportunity to see how each team interacts with one another. I think this may be the best way to fully understand how the firm works and why each team is important. This was important to me because I wanted to learn more than just the basics of how an institutional investment firm works. As I graduated college, I knew this is where I wanted to be, but did not know where my talents and skills would allow me to contribute the most to the firm. This rotational program allows me to not only explore the company, but explore my talents and strengths as well.

What are your co-workers like?
I feel lucky to work in an environment that gathers so many talented professionals in one place. Each team member works hard and genuinely enjoys what they do. The team members take pride in their work and value each other for contributing to the end goal: satisfying our clients to our greatest ability. My co-workers are fun and considerate people who set high standards while allowing me achieve and celebrate my personal and team goals.

At Wells Fargo, we pride ourselves on the professional development opportunities we provide. Are you taking advantage of these resources? If so, what and how?
I am certainly taking advantage of as many of these opportunities as I can. In the analyst development program, we have two weeks of intense training paired with constant one-on-one training with your manager and other team members. Each rotation is different, but the level of support remains the same. Your managers will be one resource, but there is a wealth of other resources. I have found that being paired with a mentor has been the biggest help to my personal and career development. We have an HR consultant for WellsCap who has a wealth of information, too. Besides the training and professional resources, there are also other opportunities to develop such as volunteer opportunities and the like.

What do you think current students should do while in school to prepare themselves for your program?
I know it is a difficult thing to do while you are concentrating on your course work, but take a bit of time to explore the financial industry and the careers offered within it. If you can try to narrow down what you like the most or what you could be most talented at, you will have a better focus as you go through your classes and get even more out of them.

Three key actions they can take:
  • Talk with contacts in the field. Sometimes it can be easier to hear someone else's experience, instead of trying to imagine whether you would enjoy the work. Some good ways to establish those contacts are through student-alumni events, various finance organizations, and actively engaging contacts you may have already.
  • Obtain different internships. Each one should give you the chance to explore different skills that you may have. College is an appropriate time to try out different careers without making a long-term commitment to each position. Your experience will be helpful when you do start to think seriously about your career.
  • Try to answer this question: What motivates me? Once you really give this question some thought, participate in activities that will satisfy this. If you really like teamwork and contributing as a positive and constructive team member, then participate in an activity that strengthens this skill. Being able to put these activities on your resume will help you develop as a person and also give you talking points during your interview. If you're truly interested in the material and subject matter of your activities, then your commitment and passion for those areas will be evident in your resume and interviews.
Do you feel like you have enough free time to pursue a life outside of work? What do you do with your free time?
Yes, I pursue many interests outside of work and feel as though WellsCap allows me to balance my time very well. One perk of working here is the amount of vacation days you receive. Wells really respects that each team member has a life outside of work. I have time to keep directing an annual woman’s leadership conference I put on with a few of my peers, volunteer for Big Brothers and Big Sisters, and keep strong relations with my alma mater. I also spend time experiencing the restaurants downtown with friends, playing volleyball, and reading.

Day in the Life
This overview of a Team Member’s typical day on the job should give you an idea of what it’s like to work in the Business Management Track of the Analyst Development Program.
Day in the Life
7:00 a.m. - 9:00a.m.How does your day begin? What time do you get in? What’s the first thing you do?
I usually arrive around 8:00 a.m. and check my outlook calendar for the day to see what I have planned ahead of me. I begin the day by reviewing my phone messages and email and evaluating which ones are time-sensitive or have priority.
9:00 a.m - 12:00 noonWhat are your mornings like? How do you organize your daily “to-do” list?
After reviewing and prioritizing my phone messages and email, I put these things into a list of that I need to follow up on in order of urgency. I then add onto the list anything that has priority that day. This direction usually comes from discussions with my manager regarding which tasks need to be done when. I always take into consideration that certain steps will need to be taken before the final task can be completed, so prioritizing the steps you need to take on a timeline is essential. I may also include other tasks on my to-do list that may not have been completed the day before if they were not time sensitive. I then begin to move forward with the most time-sensitive item or follow-up on my list.
12:00 noon - 1:00 p.m.The morning’s wrapping up – what does the rest of the day hold? Do you have time for lunch?
Most often, I take a break from my desk and grab lunch downstairs with co-workers (free and wonderful at the Menomonee Falls location!). This is a nice break and allows me to go back to my desk with a fresh mind. Sometimes I have time to take a quick walk on lunch and use it as a great time to catch up with my co-workers. When I get back to my desk I evaluate the rest of my day and check my calendar once again to see what I need to prepare for in the afternoon.
1:00 p.m. - 3:00 p.m.What are your afternoons like? Describe any unique business processes you engage in or meetings that you attend on a regular basis.
The afternoon is typically spent on the longer-term projects or tasks I have for that particular rotation. Since the business management track allows you to rotate through many of the operational aspects of the business, I attend the weekly Operations and Technology Meeting to get an overall update on different items within each team. Every two weeks I check in with the Development Program project manager to discuss what I am working on and to keep an open dialogue about my current rotation and needs.
3:00 p.m. - 6:00 p.m.Working late? What does this entail? What time do you leave? Do you take work home?
Sometimes I voluntarily bring home additional reading to further my knowledge about the industry and to catch up on publications from team members in our firm. I may end up working a bit later at quarter end to help the team get everything done, but otherwise I usually complete the tasks I have while I am at work and enjoy my personal time after work.
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