Business Execution Consultant - Debt Capital Markets (DCM)

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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, educatio

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 skill

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.