In this role you will be responsible for:
- Overall coordination with the front office (origination & structuring, sales & distributions,relationship/portfoliomanagers, 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-closingrequirements and responsibilities, including preparation of closed deal files
Otherduties/responsibilitiesalso 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 Securitiescapabilities/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
Charlotte, NC: 550 South Tryon
Salary Ranges:
Charlotte, NC: $73,100 - $129,900 USD Annual
27 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.