דרושים Underwriter Distribution Finance - Month Ftc ב-Wells Fargo ב-United Kingdom, City Of London

In this role, you will:

• Be responsible for Situation Investigation and Problem Analysis, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Define and document requirements and user stories using Jira as prescribed by the team and run appropriate meetings to validate the artefacts produced prior to signoff.

• Undertake gap analysis across a given operating model.

• Support Idea generation.

• Produce dashboards to monitor user story and testing progress as prescribed by the team.

• Document test scenarios and create tests packs.

• Display a high degree of stakeholder management and analysis.

• Support the project manager when required to do so.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications and Skills:

• Experience working within financial services specialising in Capital Markets.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Experience of Investment Operations and the trade Lifecycle demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of the delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• Fluent in the following applications: All MS Office Application and Agile Enterprise Jira, and Confluence.

• Qualifications in Business Analysis and Investment Operations will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in conducting due diligence programs on moderately complex initiatives and deliverables within functional area and contribute to large scale planning related to functional area deliverables.

• Provide subject matter expertise on due diligence documentation requirements and data sources.

• Support business in execution of due diligence reporting processes and controls, interpret policies, guidelines and governance programs.

• Review and analyze client onboarding processes and challenges that require research, investigation, evaluation, and selection of alternatives.

• Provide subject matter expertise on documentation and data sources and exercise independent judgment to guide moderate to high risk deliverables.

• Compile and evaluate report results and escalate when necessary

• Resolve moderately complex issues and lead team to meet functional area process deliverables.

• Leverage solid understanding of the function, policies, procedures and compliance requirements.

• Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals.

Required Qualifications:

• Experience in Due Diligence, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Experience in Due Diligence, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Proven experience working within Client Onboarding, preferable as a Facilitator within the Rates & FX LOB.

• Experience in understanding legal documents required for onboarding clients.

• Technical understanding of transaction lifecycle in FX and Rates (Additional asset classes is a plus).

• Proven experience with external Institutional Client communications and interaction.

• Relevant experience within Client Onboarding for financial company.

• Relevant experience within a Compliance, AML/KYC or Operational risk team is preferred.

• Experience working in a demanding fast- paced financial institution, strong interpersonal skills and the ability to build and maintain strong relationships.

• Proven ability to work across global departments to build credibility and strong relationships.

• Experience compiling metrics, customer profiles and maintaining SLA’s preferred.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Experience in leading Regulatory Reporting Projects is valued for this high-profile role. Additionally, possessing industry-recognized qualifications in Business Analysis and Investment Operations, such as the Investment Operations Certificate (IOC), is seen as advantageous.

In this role, you will:

• Be responsible for Situation Investigation and Problem Analyses, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Handle stakeholder management and analysis.

• Execute engineering requirements.

• Be responsible for data modelling and data gap analysis.

• Execute Idea generation and visualising.

• Be responsible for project management.

• Manage user story and acceptance create generation.

• Execute document test scenarios and create tests packs.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Fully utilise confluence and Jira to document all key artefacts produced during a project and run appropriate meetings to validate the artefacts produced prior to signoff.

• Facilitate and run design workshops with impacted stakeholders and technology partners.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Ensure that project delivery is carried out according to the defined scope.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

  Required Qualifications:

  • Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

  • Possess a proven ability to work in creating efficient and effective processes and controls with a goal to minimize systemic and systematic risks.

  • Experience working within financial services specialising in Capital Markets

  • Exceptional communication and relationship building skills at all levels of the organization.

  • Resilient, organised with a high degree of attention to detail.

  • Excellent documentation skills ensuring traceability of design and delivery back to requirements

  • Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

  • Ability to interface between the business and technology teams, work collaboratively and communicate effectively with stakeholders in IT, Operations, the Business, Legal and Compliance.

  • Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

  • Experience working within both waterfall and agile methods of project delivery.

  • Ability to identify strategic opportunities and make specific recommendations.

  • Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

  • Flexibility to manage multiple distinct work streams simultaneously.

  • An understanding of current and futures Transaction Reporting Regulations within EMEA.

  • Fluent in the following applications: Microsoft Excel, Agile Enterprise Jira, and Confluence.

  • Applicants with industry qualifications in business Analysis, Investment operations and wide product and trade lifecycle Knowledge will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Be responsible for Situation Investigation and Problem Analyses, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Handle stakeholder management and analysis.

• Execute engineering requirements.

• Be responsible for data modelling and data gap analysis.

• Execute Idea generation and visualising.

• Be responsible for project management.

• Manage user story and acceptance create generation.

• Execute document test scenarios and create tests packs.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Fully utilise confluence and Jira to document all key artefacts produced during a project and run appropriate meetings to validate the artefacts produced prior to signoff.

• Facilitate and run design workshops with impacted stakeholders and technology partners,

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Ensure that project delivery is carried out according to the defined scope.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications:

• Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Possess a proven ability to work in creating efficient and effective processes and controls with a goal to minimize systemic and systematic risks.

• Experience working within financial services specialising in Capital Markets.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of design and delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to interface between the business and technology teams, work collaboratively and communicate effectively with stakeholders in IT, Operations, the Business, Legal and Compliance.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Ability to identify strategic opportunities and make specific recommendations.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• An understanding of current and futures Transaction Reporting Regulations within EMEA.

• Fluent in the following applications: Microsoft Excel, Agile Enterprise Jira, and Confluence.

• Applicants with industry qualifications in business Analysis, Investment operations and wide product and trade lifecycle Knowledge will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

In this role, you will:

• Produce analysis, reports and presentations for internal and external stakeholders
• Prepare marketing documents, including pitch materials, confidential offering memoranda and management presentations to aid client conversations and enhance execution prospects
• Conduct extensive financial and industry market research to evaluate the risk/return parameters of a transaction
• Prepare detailed financial, comparables and commercial analysis such as distribution risk probability analysis with credible recommendations
• Provide relevant and timely support to senior bankers when responding to all of our stakeholder’s queries, both internal and external
• Be one of the day to day operational contacts for clients and engage effectively with stakeholders at all levels
• Carry out and present debt market research on the European lending market
• Maintain the database of clients and loan transactions
• Load deal information to external syndications websites
• Act as the main liaison with the rating agencies and typical securitisation parties developing a clear understanding of ratings and sizing methodologies to help inform loan tranching together with developing comprehensive plan to educate and train staff in such methodologies.
• Collaborate with the DCM desk and sales and trading desk on pricing and distribution.
• Collaborate with peers, process partners and internal partners, including on product knowledge and market intelligence. Identify and recommend opportunities for improvement: simple, better, faster.

Required Qualifications:

• Experience in Investment Banking Program, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Microsoft Office proficiency
• Numerical, written and verbal skills
• Credit analysis
• Liquidity analysis
• Loan underwriting and structuring
• Real estate specific valuation and financial modelling
• Data presentation and visualization
• Interpersonal, presentation and communication skills
• Attention to detail
• Able to coordinate multiple workstreams and deliver against tight timelines
• Resilience and motivation
• Leadership and mentoring
• Sales, pitching and business acumen
• Networking

Desired Qualifications:

• Knowledge of commercial real estate market inclusive of associated risks

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in underwriting more complex and structured deals including new business modifications and renewals within Distribution Finance Underwriting functional area
• Contribute to large-scale planning related to deliverables within Distribution Finance Underwriting functional area
• Review and research moderately complex business challenges that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead a Distribution Finance Underwriting team to meet project deliverables while leveraging solid understanding of the functional area, policies, procedures, and compliance requirements
• Collaborate and consult with Distribution Finance Underwriting peers, colleagues, and mid level managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a mentor for less experienced individuals

Required Qualifications:

• Experience in Distribution Finance Underwriting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Expectations:

• Underwrites new business opportunities in the Vendor portfolio, assessing the credit risk profile (ie: financial and non-financial aspects) of both potential and existing customers as well as the in-life operational performance (where the opportunity is related to increases to existing facilities) ensuring programmes are correctly structured to mitigate against potential credit and operational risks.
• Carries out rigorous annual risk reviews of existing programmes, incorporating an assessment of their credit risk as well as their in-life operational performance.
• Is the go-to-person for assigned programmes to provide advice and support as required in relation to CDF’s strike zone, policies & procedures and documentation along with general Elevated Operational Risk matters.
• Is the PMU representative for their respective programmes on deal teams supporting New Relationship Development.
• Embraces Wells Fargo’s Enterprise Risk Management and Compliance framework in line with Wells Fargo policies and guidelines.
• Interacts with 2nd and 3rd line of defence in a collaborative, supportive manner, addressing operational risk or audit matters quickly.
• Delivers on risk metrics, such as Key Risk Indicators, annual credit reviews, financial statement analysis and supporting Portfolio Management.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Responsibilities include ensuring timely booking of all activities, performing trade enrichment as needed for smooth settlement and reporting, and collaborating closely with Front Office, Finance, US Documentation,Operations/Settlements

In This Role, You Will

• Provide full trade support cover for all traders/sales teams in a controlled manner by following all MO procedures.

• Good knowledge on Rates/FX/Credit/Repo and Treasury functions.

• Have a high level of attention to detail to ensure all trades checked before verified on trade date.

• Intra-day Risk and P&L reporting, investigation of discrepancies between reported and posted P&L.

• Monitoring of daily trading exception reports.

• Monitoring and resolution of OPICS trades that needs repair.

• Resolution of trade queries.

• Assist with front to back reconciliations.

• Assisting treasury desk in Liquidity Management and Funding.

• Work closely with Settlements/Payments functions.

• Liaise with Risk and Product Control Departments to resolve any discrepancies between Middle Office and other reports produced elsewhere.

• Client Derivatives Documentation coordination.

• Participation in system upgrades / testing.

• Team player and must show flexibility for working early morning shifts.

• Ability to work with team members and business partners across the bank

• Project work/Ad hoc management requests.

• Enhancement of the control framework around the daily processes.

• Maintenance and enhancement of governance documents (e.g. Process flows and procedures).

• Act as the link between business requirements and technology solutions.

• Fact finding for any Issue and help escalation to Management.

• Ensure all Initiatives are captured on the teams BOW and is updates at all times.

Required Qualifications:

• Candidates must have a strong academic background and a minimum of 5 years’ experience in FX/Rates Cash Securities and OTC Derivatives Middle Office including Treasury functions.

• Excellent Markitwire experience essential, the ability to build a ticket from scratch and enrich where appropriate.

• They must be analytical with strong verbal and written communication skills.

• Good understanding of trade lifecycle across the Rates and FX (including NFD Fixings).

• An excellent understanding of life cycle knowledge of Cash Securities and OTC products (CDS).

• Good Settlement knowledge across DTC, Fed, E/C and Clearstream.

• Ability to work across multiple regions.

• Must have the experience with systems such asTOMS/OPICS/CALYPSO/GSF/CATALYST/MARKITWIRE.

• Must have advance Excel and VBA experience.

• Confident and the ability to work under pressure of a trading floor and deliver on strict deadlines.

• Good interpersonal and networking skills to help close out issues.

• Experience of change management.

• High level of attention to detail.

• The ability to operate and enhance the team to work in a highly controlled manner and ensuring all processes/procedures are documented.

• Proactive and the ability to take ownership and lead initiatives/projects to close

• Team Player with good communication skills and demonstrate a high level of transparency towards working as one strong team.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.