Job Information
Wells Fargo Business Execution Consultant - Debt Capital Markets (DCM) in CHARLOTTE, North Carolina
About this role:
Wells Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups.
The individual in this position will play an integral role in assisting the Debt Capital Markets (DCM) - Debt Capital Markets deal teams with the closing/ settlement process which allows deal teams to focus on relevant items not related to operational issues (both before and after the closing).
In this role you will be responsible for:
Overall coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office
Management of closing conference calls with client (e.g., CFO/Treasurer), closing attorneys, and deal team to review due diligence, closing precedents, and funds flow borrowing/payment requirements, wiring instructions, reconciling funds, gathering out-of-pocket expenses, coordinating vendor invoices
Assisting with various systems (e.g., SalesForce, Documentum, nCino, etc.) updates
Support audit functions when related to Closed Deal Files
Additionally, the Deal Execution Specialist will be providing high-quality execution and client support for various DCM teams as it relates to technical transactions/ amendments; specific duties will include, but are not limited to, the following:
Set-up bank meeting(i.e. coordinate logistics)
Create transaction memorandums and prepare bank meeting materials
Communicate (i.e., liaise) with Sales & Distribution and Corporate and Investment Banking teams
Synchronize post-bank meeting and pre-closing activities (to ensure a smooth closing process)
Complete post-closing requirements/responsibilities (including preparation of closed deal files)
Other duties/responsibilities may also include the following:
Responding to requests from internal constituents for various client updates (e.g. general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securities capabilities/performance, etc.) and other client information
Preparing documents/memos for distribution to DCM colleagues and other internal constituents
Continuously and proactively increase product knowledge; utilize product knowledge to provide useful information to internal/external constituents.
Monitor pipeline (for internal and regulatory reporting purposes), track transaction fees/recent issuances and help with other administrative support tasks.
Assist the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects (on an as needed basis).
Required Qualifications:
- 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience supporting Debt Capital Markets (DCM) - Debt Capital Markets deal teams
Proficient with using SalesForce, Documentum, and/or nCino systems
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importan
1+ years of financial services industry experience
Lending experience
Ability to work in a fast-paced environment
Good attention to detail and accuracy skills
Job Expectations:
- Ability to work additional hours as needed
Posting Location:
- 550 S Tryon St, Charlotte, NC
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting End Date:
4 Jul 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Company: WELLS FARGO BANK
Req Number: R-378998
Updated: Mon Jul 01 02:53:15 UTC 2024
Location: CHARLOTTE,North Carolina