Capital Markets Document Negotiator

Wells Fargo Bank • New York, NY

1d • $82,000 - $125,000 • Onsite

About The Position

Wells Fargo is seeking a Capital Markets Document Negotiator in Corporate & Investment Banking as part of The Chief Operating Office. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Manage documentation for various capital markets transactions : Serve as a liaison to front office marketers, traders, legal and credit to prepare and finalize documentation for various OTC transactions. Support Documentation for Equity Finance and Institutional Teams : Manage and negotiate joinder agreements with institutional clients and assist with variety of equity finance related documentation. Assist with Expansion of Process & Policy Optimization : Support initiatives to enhance documentation templates, streamline negotiation workflows, and implement system improvements. Collaborate with legal, credit, operations, and business partners to ensure compliance with internal policies and regulatory standards. Mitigate Risk & Ensure Compliance : Identify and assess legal, credit, and operational risks in documentation. Ensure adherence to firm policies, regulatory frameworks, and industry best practices. Engage with Clients & Stakeholders : Act as a key point of contact for counterparties during negotiations. Build and maintain strong relationships with internal stakeholders and external clients to facilitate timely and favorable outcomes. Team Development : Leverage the expertise and mentorship of senior negotiators to accelerate your growth, strengthen your technical proficiency, and deepen your understanding of market and documentation strategies. Gain Strategic Insights : Work with senior management to become knowledgeable on market trends, regulatory developments, and negotiation strategies based on recent transactions and industry activity. Champion Innovation & Technical Solutions : Join continuous improvement efforts by identifying and implementing end-to-end technical solutions that enhance documentation efficiency. Work to become a subject matter expert in and advocate for automation and innovation.

Requirements

• 6+ months of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Understanding of the underlying transaction and security documents and be able to grasp and articulate basic credit, operational, legal and business issues which arise during the negotiation and execution processes
• This role is not eligible for VISA sponsorship
• Ability to travel as needed
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
• Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
• Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo
• Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
• Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Nice To Haves

• 1+ years of experience in negotiating and managing capital markets legal documentation.
• Experience with derivatives transactions is preferred.
• Strong work ethic and a desire to learn.
• Excellent analytical, problem-solving, and communication skills.
• Ability to collaborate effectively with internal stakeholders, including legal, credit, risk, and business teams.
• Experience in evaluating, designing, and enhancing end-to-end technical solutions to enhance operational efficiency is a plus.
• Bachelor’s Degree

Responsibilities

• Manage documentation for various capital markets transactions
• Serve as a liaison to front office marketers, traders, legal and credit to prepare and finalize documentation for various OTC transactions
• Manage and negotiate joinder agreements with institutional clients and assist with variety of equity finance related documentation
• Support initiatives to enhance documentation templates, streamline negotiation workflows, and implement system improvements
• Collaborate with legal, credit, operations, and business partners to ensure compliance with internal policies and regulatory standards
• Identify and assess legal, credit, and operational risks in documentation
• Ensure adherence to firm policies, regulatory frameworks, and industry best practices
• Act as a key point of contact for counterparties during negotiations
• Build and maintain strong relationships with internal stakeholders and external clients to facilitate timely and favorable outcomes
• Leverage the expertise and mentorship of senior negotiators to accelerate your growth, strengthen your technical proficiency, and deepen your understanding of market and documentation strategies
• Work with senior management to become knowledgeable on market trends, regulatory developments, and negotiation strategies based on recent transactions and industry activity
• Join continuous improvement efforts by identifying and implementing end-to-end technical solutions that enhance documentation efficiency
• Work to become a subject matter expert in and advocate for automation and innovation

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level