About this role:Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
Wells Fargo is seeking candidates to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM. Learn more about our career areas and business divisions at wellsfargojobs.com.
In this role you will:Run the day-to-day operations of the business including client prioritization, analyzing sales/performance metrics, and working on projects with the broader Wells Fargo organization (Finance, Analytics, Marketing, Compliance, etc). The Senior Business Execution Consultant will collaborate with the Vertical/Product COO, front line bankers, and Group Executive.
Successful candidates will be skilled in project management, data analysis, problem-solving, financial business acumen, possess the ability to integrate data/financial analysis into streamlined presentations, and be proficient in learning key systems including Salesforce & other internal financial reporting tools.
Key responsibilities include:
- Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
- Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
- Assisting in running vertical or product wide planning sessions and reoccurring pipeline meetings including preparation of presentations materials
- Analyzing performance by Sector and Banker via data analysis from internal CRM salesforce.com and 3rd party data providers like Dealogic for fee competitor benchmarking
- Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
- Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast paced environment of corporate and investment banking.
Required Qualifications:- 4+ years of financial or analytics experience; or a master's degree or higher in fields such as business, finance, or economics
Desired Qualifications:- Experience working in Investment Banking
- Advanced proficiency in Microsoft PowerPoint and Excel (lookup, index, advanced IF, pivot tables, conditional formatting, macros, what-if)
- Ability to manipulate data sets required (Power BI or like BI tools)
- Experience in financial analysis including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance
- Experience with customer relationship management systems CRMs (ie Salesforce.com)
- Knowledge and understanding of strategic planning and execution
- Experience in problem analysis, solution implementation, and change management
- Excellent verbal, written, and interpersonal communication skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Job Expectations:- Ability to work additional hours as needed
Posting Locations: Charlotte, NC: 550 South Tryon
New York, NY: 30 Hudson Yards
Pay Ranges:Charlotte, NC: $84,000 - $149,400 Annual
New York, NY: $100,800 - $179,200 Annual
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:18 Nov 2024
* Job posting may come down early due to volume of applicants. We Value DiversityAt 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.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
