Investment Banking Analyst - Mid-cap Ib jobs at Wells Fargo in United States, Charlotte
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Charlotte
112 jobs found
27.08.2025
WF
Wells Fargo Internal Alternative Investment Consultant United States, North Carolina, Charlotte
Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and...
Deliver high standards of client service while ensuring all internal risk and external compliance standards and requirements are fully met. Gather evidence of customer profile via documentary or non-documentary means...
Participate in gathering and summarizing prospect information for Treasury Management consultants. Identify opportunities for process improvements within scope of responsibilities or functional area. Review and research basic or tactical operational...
Assist with initiatives across EDLP WES team in partnering with key stakeholders and managing workflows, controls, etc. associated with these initiatives. Drive the documentation and optimization of team processes, procedures,...
Assist in lifecycle support for corporate and institutional trade flow. Have direct responsibility in global FX account opening and maintenance functions. Lead or participate in moderately complex initiatives and deliverables....
Organize and lead complex companywide initiatives to ensure that data quality is maintained so that data can effectively support business processes. Oversee analysis and reporting in support of regulatory requirements....
Document test cases and risk research and create test plans. Record test progress and results. Identify and track issues throughout testing. Perform manual and automated testing. Consult with users providing...
Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and...
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