Business Execution Associate – Agreements Support

Wells Fargo Bank • Charlotte, NC

1d • Hybrid

About The Position

Wells Fargo is seeking a Business Execution Associate for the Corporate & Investment Bank (CIB) to support the Markets divisions. This role involves reviewing and digitizing documentation related to derivatives, financing, and regulatory agreements. The associate will provide support for the Markets Negotiation Team, which handles master agreements such as ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures, and prime brokerage agreements. Key responsibilities include ensuring agreements and ancillary documents comply with regulatory and bank requirements, identifying discrepancies, and assisting in digitizing agreement terms into the bank's system of record. This position operates on a hybrid model with some in-office presence expected.

Requirements

• 6+ months 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

Nice To Haves

• 6+ months financial services experience
• Experience working with multiple types of trading/financing documentation: ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements
• Familiarity with recording of agreement terms and quality control of data input on Capital Markets or Commercial Banking agreements
• Experience with digitization of markets documentation
• Knowledge and understanding of credit loan terms
• Excellent verbal, written, and interpersonal communication skills
• Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups
• Experience presenting findings and consultation to Senior Leaders
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint skills)
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and global environment

Responsibilities

• Participate in support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system of record and raise identified issues to the Negotiator or their support team
• Assist in responding to requests which may include research to resolve any issues, escalating requests to the appropriate individual or team
• Ensure internal controls are performed in relation to regulatory disclosures and completion of regulatory documentation prior to trading
• Review executed agreements for front office businesses and digitize key agreement terms in the bank's system of record which include: long-form confirmations, credit agreements, guarantees and formation documents
• Assist with special projects and gathering data to assist with resolution of issues in areas that may normally be outside of the Team's daily responsibilities
• Present recommendations and provide subject matter expertise for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Work with Business partners to understand their requirements around documentation digitization of agreement terms in the bank’s system of record including collaborating and consulting with the business, peers, the Legal Department and managers to resolve issues and achieve goals
• Create digitization guides to provide step-by-step instructions for other team members and train other team members on any new agreement types

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees