Corporate and Investment Banking COO Associate, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

100800.00 - 179200.00 USD / Year

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Job Description:

Wells Fargo is seeking candidates to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM. This is a hybrid role with some in office expectation.

Job Responsibility:

Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
Assisting in running vertical or product wide planning sessions and reoccurring pipeline meetings including preparation of presentations materials
Analyzing performance by Sector and Banker via data analysis from internal CRM salesforce.com and 3rd party data providers like Dealogic for fee competitor benchmarking
Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast paced environment of corporate and investment banking
Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

Requirements:

4+ 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
Experience working within Investment Banking
Financial analysis experience including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance
Experience with customer relationship management systems (CRMs) such as Salesforce.com
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)

Nice to have:

Experience working within Investment Banking
Financial analysis experience including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance
Experience with customer relationship management systems (CRMs) such as Salesforce.com
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)

What we offer:

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

Additional Information:

Job Posted:
July 09, 2025

Expiration:
July 15, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Corporate and Investment Banking COO Associate