Due Diligence - Analyst

About this role:

Wells Fargo is seeking a Business Execution Associate

In this role, you will:

• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• Collaborate and consult with mid-level managers or cross-functional business partners
• Provide work direction to less experienced Strategy and Execution staff
• Review intake of conflicts clearance requests and interact with TCO team members to understand potential transaction.
• Collect data for all relevant entities and deal team members within a logged opportunity. Document information to be considered in connection with potential for conflict.
• Review clients for potential ESIM concerns and perform preliminary diligence. Document information used in determining if additional diligence is required.
• Escalate potential issues and analysis to TCO and ESIM senior team members.
• Perform monthly and quarterly reporting requirements, along with developing new reports.
• Perform enhanced diligence as needed for special situations for both TCO and ESIM teams.
• Maintain data integrity and pipeline management in CRMs and other Systems of Records
• Assist with the regular recurring business partner discussions including preparation of all presentation materials.
• Key skill sets needed: Data gathering, analysis and presentation, critical thinking 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:

• 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

Desired Qualifications:

• Familiarity with Investment Banking products and experienced directly in Investment Banking, Conflicts, ESIM or Legal role in support of Investment Banking
• Must have the ability to communicate (verbal and written) with TCO and ESIM teams in a clear, precise, and efficient manner and offer sound independent judgment.
• Must have the confidence/fortitude to ensure end analysis is complete.
• Ability to operate in fast paced, dynamic work environment with high sense of urgency in getting results and resolving open issues.
• Keen sense of discretion in dealing with extremely sensitive and confidential information
• Meticulous, initiative-taking with strong organizational skills.
• Ability to work in close coordination with others as part of a small team.
• Advanced proficiency in Microsoft Excel and PowerPoint, ability to manipulate large sets of data (BI Tools, Pivot Tables, Macros).

Posting End Date:
30 Jan 2025
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

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.