Business Execution Consultant - Debt Capital Markets

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 both before and after the closing, which allows deal teams to focus on relevant items not related to operational issues.

This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com.

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 (SalesForce, Documentum, nCino, etc.) updates
• Supporting audit functions when related to Closed Deal Files

Additionally, the Deal Execution Specialist will provide 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:

• Coordinating Bank meetings (logistics)
• Creating transaction memorandums and preparing bank meeting materials
• Communicating (acting as liaison) with Sales & Distribution and Corporate and Investment Banking teams
• Synchronizing post-bank meeting and pre-closing activities, and ensuring a smooth closing process
• Completing post-closing requirements and responsibilities, including preparation of closed deal files

Other duties/responsibilities also include the following:

• Responding to requests from internal constituents for various client updates (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 increasing product knowledge and utilizing product knowledge to provide useful information to internal/external constituents
• Monitoring pipeline (for internal and regulatory reporting purposes), tracking transaction fees/recent issuances and helping with other administrative support tasks
• Assisting 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) and Debt Capital Markets deal teams
• Proficiency with Salesforce, Documentum, and/or nCino systems
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a fast paced, dynamic and complex environment
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• 1+ years of financial services industry experience
• Lending experience
• A BS/BA degree or higher
• Good attention to detail and accuracy skills
• Intermediate MS Office skills (Word, Outlook, Excel, PowerPoint)

Job Expectations:

• Ability to work outside of normal business hours if needed

Posting Locations:

Charlotte, NC:  550 South Tryon

Salary Ranges:

Charlotte, NC:  $73,100 - $129,900 USD Annual

Posting End Date: 

*Job posting may come down early due to volume of applicants.

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