Business Execution Associate – Agreements Support - Technical Focus
Wells Fargo is a leading financial services company, and they are seeking a Business Execution Associate responsible for reviewing and digitizing documentation related to derivatives, financing, and regulatory agreements. The role involves supporting the Markets Negotiation Team and ensuring compliance with regulatory requirements while assisting in the digitization of agreement terms.
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
Skills
- 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
- 6+ months financial services experience
- Experience 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
- Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
- Knowledge and understanding of Artificial Intelligence (AI) disciplines such as Machine Learning or Natural Language Processing
- 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
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