About this role:
The Team Member will help support CIB Capital Markets Chief Operating Officers with strategic functions in establishing business and client priorities, partnering with the broader Wells Fargo organization, and running the day-to-day operations of the business. The Team Member will collaborate with the US based Strategy Consultants to execute on activities including but not limited to:
- Assist in development of strategic plans across Wells Fargo’s US and Global CIB client coverage and credit portfolio management teams
- Partner with Chief Operating Officers and product partners to ensure consistent communication to banking teams
- Prepare industry level reporting and data analysis including internal and 3rd party data for strategic business decisions, competitive benchmarking, account planning, etc.
- Maintain data integrity and pipeline management in CRMs and other Systems of Records
- Assist with the regular recurring business partner discussions and reoccurring pipeline meetings including preparation of all presentation materials
- Implement material preparation and follow-up efforts to drive sales execution in Investment Banking, Corporate Banking, M&A, ECM, DCM, Syndicated Lending
- Support Group Heads, COOs, and Sector Heads in initiative tracking, project execution, and banker scorecards
- Research and analyze 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
- Key skill sets needed: Data gathering, analysis and presentation, Problem-solving skills, Business acumen, Ability to manage multiple projects simultaneously, Ability to integrate data/financial analysis into streamlined presentations, and Knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools.
Required Qualifications:
- MBA or Graduate in Finance, Management or Strategy
- 3+ years ofExperience in business planning and strategy, consulting in the BFSI sectors; or a Master's degree or higher education in fields such as business, finance or economics
- Advanced proficiency in Microsoft Excel and PowerPoint, Ability to manipulate large sets of data (BI Tools, Pivot Tables, Macros)
Desired Qualifications
- Knowledge and understanding of Corporate & Investment Banking
- Hands on experience on Dealogic, SDC and wallet analysis.
- Ability to research and report on a variety of issues like company hierarchy building (parent to subsidiaries) using problem solving skills
- 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, where flexibility, collaboration, and adaptability are important
- Experience in financial analysis including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance analysis.
- Experience with customer relationship management systems (CRMs) including Salesforce.com
20 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.