Managing Director jobs at First Citizens Bank - 26 jobs
IRD FX Capital Markets Director - Hybrid Sales Leader
First Citizens 4.8
Managing director job at First Citizens Bank
A prominent financial institution in Charlotte is seeking a Director of Interest Rate Derivatives Sales. This hybrid role emphasizes client relationship management while driving revenue in the middle market segment. Candidates should possess a Bachelor's degree and substantial experience in Interest Rate Derivatives, along with strong negotiation and communication skills. The position offers a competitive benefits program as part of the total rewards.
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$109k-147k yearly est. 3d ago
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Senior Director, AI Governance Oversight
First Citizens Bank 4.8
Managing director job at First Citizens Bank
This position serves as the 2nd Line leader responsible for coordinating, aggregating, and independently overseeing the organization's use of Artificial Intelligence (AI). This role is responsible for providing oversight of AI use at the enterprise and ensuring risks are identified, assessed, monitored and reported in alignment with the Bank's Risk Management Framework, risk appetite, regulatory expectations, and the Bank's Vision and Values.
This leader will partner closely with other leaders across 2nd Line to coordinate oversight across several risk domains, and also with 1st Line business and technology partners, to drive centralized oversight of the Bank's use of AI.
Responsibilities
* Establish, maintain, and monitor adherence to a centralized 2nd Line risk framework, including AI-related policies/standards/procedures, which drives a coordinated approach to 2nd Line oversight of AI use at the enterprise in accordance with three lines roles and responsibilities.
* Coordinate and aggregate risk identification, assessment, monitoring and reporting of AI at the enterprise in support of providing effective oversight of AI risks.
* Establish and monitor AI-specific key metrics and/or Key Indicators and thresholds to ensure AI risks are being appropriate managed in accordance with risk appetite.
* Provide independent oversight and challenge, when needed, of AI Use Cases including the intake, design, deployment, and ongoing monitoring of AI use at the enterprise.
* Escalate material and emerging risks and issues pertaining to AI use at the enterprise in accordance with the Risk Management Framework.
* Serve as the centralized subject matter expert for 2nd Line on all matters related to AI use and governance. Additionally, serve as the centralized primary liaison with 1st Line functions, Internal Audit, and external regulators on all matters related to AI governance, accountability, and responsible use.
* Aggregate risk information into actionable executive-level reporting for senior management, risk committees, and the board, where needed.
* Monitor external regulatory environment and internal matters applicable to AI use at the enterprise to ensure adherence and to drive compliant and ethical use of AI at the enterprise.
Qualifications
Bachelor's Degree and 10 years of experience in Risk Management, compliance, model risk management, or technology governance including experience in leadership positions OR High School Diploma or GED and 14 years of experience in Risk Management, compliance, model risk management, or technology governance including experience in leadership positions.
Preferred Qualifications
* Experience with technology and a strong understanding of risks associated with the use of various Artificial Intelligence technologies (E.g., generative AI, Machine Learning, Predictive Analytics, etc.)
* Knowledge of AI frameworks and AI lifecycle governance.
* Proven ability to aggregate complex information across multiple stakeholders and/or domains and an ability to clearly communicate with senior/executive management on complex information.
* Preferred Area of Study: Risk Management, AI Data Science, Business Analytics, Computer Science, or related field. Preferred Area of Experience: Financial Services Industry
* Skills: Understanding of risk management capabilities/practices, Understanding of AI risks and mitigation strategies, familiarity with multi-level oversight functions, familiarity with AI related policies, standards and guidance.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$150k-217k yearly est. 15d ago
Director Derivatives FX Capital Markets
First Citizens 4.8
Managing director job at First Citizens Bank
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
The Director, Interest Rate Derivatives (IRD) Sales works on the derivative sales team within Global Banking and Markets Solutions. This position will be expected to drive IRD revenue with a heavy emphasis on the middle market client segment. Success in this role will be a function of leveraging internal and external relationships while providing high-level client service and risk management solutioning.
Responsibilities
New Business Development and Relationship Management
Searching for IRD opportunities within both existing client portfolios as well as target prospect pipelines
Pro-activelydevelop and maintain strong relationships with key clients and prospects
Drive culture of proactive business development, setting ambitious targets for client outreach and new business acquisition
Develop and implement strategic account plans to grow existing client relationships and increase wallet share
Collaborate with other business units to create and deliver comprehensive, innovative solutions that address clients' evolving needs
Partner with other segment leaders to relentlessly pursue cross-sell channels and opportunities to enhance overall business performance
Constantly seek out and pursue new business opportunities, leveraging market intelligence and industry trends to identify potential clients and opportunities
Market Knowledge and Deal Execution
Demonstrate mastery of interest rate derivative products (swaps, caps, collars, options and cross-currency swaps)
Advanced knowledge of corporate financial risk management as it pertains to IRD, especially around the ability to successfully pitch and close hedging structures with clients and prospects
Intense interest in and knowledge of market trends, monetary policy, geopolitical events, and other factors that influence directionality of the broader financial markets
Demonstrated understanding of pricing and quoting dynamics around sophisticated corporate IRD hedging products
Work alongside trading, middle, and back-office functions to support client trading activity
Product Strategy and Implementation
Contribute to the development of sales strategies and go-to-market plans
Understanding of IRD product needs for middle market and small corporate clients and the ability to partner with product partners to fill identified gaps
Conduct effective on-boardingincluding documentation, credit lines, and platform setups
Knowledge, Skills and Competencies
Highly proactive
Expert understanding of financial markets, products, and risk management strategies
Familiarity with hedge accounting and relevant corporate accounting rules and standards that most impact our clients
Excellent communication and presentation skills with both internal and external audiences
Experience covering middle market and small corporate relationships
Ability to work effectively in a fast-paced, dynamic environment
Strong ethical standards and commitment to a risk management and compliance culture
Demonstrated self-starter with the ability to organically form internal and external relationships autonomously
Strategic thinking and problem-solving capabilities
Proficiency in financial analysis and client portfolio management
Advanced negotiation and relationship-building skills
Qualifications
Bachelor's Degree and 6 years of experience in Interest Rate Derivatitves (IRD) OR High School Diploma or GED and 10 years of experience in Interest Rate Derivatitves ( IRD)
Preferred Education: Bachelor 0s Degree Preferred
Area of Study: Business, Finance, Economics
Preferred Area of Experience: Derivatives, FX, Commodities
Skills: Strong financial markets acumen, Advanced knowledge of IRD products, Ability to price and quote derivatives, Communication skills (CFO level), Sound internal operations understanding, Understand hedging needs of clients, Internal and external deal sourcing, Partner to bank RMs
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
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$109k-147k yearly est. 1d ago
Vice President; Investment Banker
Bank of America 4.7
New York jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
Oversee analysts and associates on client coverage, origination, and transaction execution teams.
Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
Handling global bank/bulge bracket investment banking transactions.
Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
Conduct due diligence in connection with investment banking transactions.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
3 years of experience in the job offered or a related Finance occupation.
Must include 3 years of experience in each of the following:
Global bank/bulge bracket investment banking transactions;
Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
Conducting due diligence in connection with investment banking transactions;
Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$275k-285k yearly Auto-Apply 26d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
Report and monitor positions against market risk metrics and limits.
Liaise closely with trading desks to understand market trends in relation to portfolio changes.
Review and challenge risks related to new products, structured transactions and business strategies.
Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
Identify issues in both historical market data, security reference data, and front office pricing.
Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$160k-170k yearly Auto-Apply 8d ago
Vice President; Global Markets Risk Manager
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
* Report and monitor positions against market risk metrics and limits.
* Liaise closely with trading desks to understand market trends in relation to portfolio changes.
* Review and challenge risks related to new products, structured transactions and business strategies.
* Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
* Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
* Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
* Identify issues in both historical market data, security reference data, and front office pricing.
* Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
* Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
* 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
* Must include 5 years of experience in each of the following:
* Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
* Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
* Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
* Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$119k-156k yearly est. Easy Apply 7d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities:**
+ Report and monitor positions against market risk metrics and limits.
+ Liaise closely with trading desks to understand market trends in relation to portfolio changes.
+ Review and challenge risks related to new products, structured transactions and business strategies.
+ Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
+ Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
+ Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
+ Identify issues in both historical market data, security reference data, and front office pricing.
+ Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience:**
+ Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
+ 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
+ Must include 5 years of experience in each of the following:
+ Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
+ Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
+ Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
+ Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** Bank of America N.A.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$119k-156k yearly est. Easy Apply 7d ago
Vice President; Investment Banker
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
+ Oversee analysts and associates on client coverage, origination, and transaction execution teams.
+ Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
+ Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
+ Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
+ Handling global bank/bulge bracket investment banking transactions.
+ Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
+ Conduct due diligence in connection with investment banking transactions.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
+ 3 years of experience in the job offered or a related Finance occupation.
+ Must include 3 years of experience in each of the following:
+ Global bank/bulge bracket investment banking transactions;
+ Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
+ Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
+ Conducting due diligence in connection with investment banking transactions;
+ Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
+ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
+ 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$129k-186k yearly est. Easy Apply 56d ago
Vice President; Investment Banker
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
* Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
* Oversee analysts and associates on client coverage, origination, and transaction execution teams.
* Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
* Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
* Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
* Handling global bank/bulge bracket investment banking transactions.
* Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
* Conduct due diligence in connection with investment banking transactions.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
* Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
* 3 years of experience in the job offered or a related Finance occupation.
* Must include 3 years of experience in each of the following:
* Global bank/bulge bracket investment banking transactions;
* Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
* Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
* Conducting due diligence in connection with investment banking transactions;
* Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
* Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
* 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$129k-186k yearly est. Easy Apply 19d ago
Data Management Director - Global Commercial Banking (Charlotte)
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America's Global Commercial Bank (GCB) is one of the largest in the world, serving companies with revenues of $50 million to $2 billion across all major industries. GCB provides Treasury, Lending, Leasing, Investment Banking, Risk Management, and International subsidiary banking services, and is a critical growth engine for Bank of America.
The GCB Strategy team supports business and firmwide leadership to deliver GCB's agenda of responsible growth and world-class client experience. The team is responsible for driving critical strategic and transformation efforts commissioned and sponsored by GCB's President, and developed in close collaboration with business, product, and functional partners. GCB Data Strategy and Management capability sits in the GCB Strategy team, overseen by GCB's Data Strategy and Management Executive. This function has two primary goals - demonstrate formal compliance to the Enterprise Data Management policy and applicable standards, and to lead the development and execution of a modern Integrated Business Data and Client Insights platform for multiple LOBs.
The Platform and Data Governance Manager will lead the implementation and oversight of governance controls, operational routines, and stakeholder engagement for the newly established data platform initially supporting Global Commercial Banking and Business Banking. This role ensures the platform is secure, compliant, and effectively managed to support data sharing, intake, prioritization, and ongoing maintenance. Additional functions may include business support and assisting the GCB Data Strategy & Management Executive (DSME) and Data Steward Executive (DSE) with demonstrating formal compliance to the Enterprise Data Management policy and applicable standards.
Job Description
The candidates' responsibilities will include the following:
Define and implement governance controls to ensure secure, compliant, and auditable platform operations
Establish access protocols, data classification standards, and usage policies
Monitor platform activity to detect and remediate policy violations or operational risks
Develop and manage routines for data intake, prioritization, and maintenance
Facilitate intake forums with business and tech stakeholders to assess new requests and enhancements
Maintain a transparent intake and prioritization framework aligned to strategic goals
Lead review and approval of data sharing agreements with internal and external parties
Conduct semi-annual reviews with upstream providers to ensure transparency on access and usage
Maintain a centralized repository of data sharing agreements and metadata
Facilitate cross-functional working groups to align on platform strategy and governance
Identify automation opportunities to streamline governance and improve efficiency
Support compliance with Enterprise Data Management requirements for GCB
Required Skills
IT degree preferred; minimum 10 years of relevant experience
7+ years in data governance, data management, or platform operations in financial services or regulated industries
Proven track record implementing governance frameworks and operational routines for enterprise data platforms
Strong grasp of data privacy, compliance, and risk management principles
Excellent written communication and documentation skills
Comfortable managing multiple priorities in a dynamic environment
Effective communicator across technology, business, and senior leadership
High attention to detail and commitment to quality
Strong intellectual curiosity and analytical mindset
Self-starter with proactive problem-solving and follow-through
Skilled at managing competing deadlines under pressure
Collaborative team player with strong presence and ability to build trust
What we offer
Help improve clients' financial lives while shaping the future of commercial banking
Gain high visibility through direct exposure to senior leadership
Build a long-term career platform within Bank of America and beyond
Expand your business acumen under seasoned executive leadership
Access robust resources for continuous learning and development
Thrive in a diverse, collaborative, and supportive team environment
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$115,000.00 - $168,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$115k-168k yearly Auto-Apply 14d ago
GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP
Bank of America 4.7
Charlotte, NC jobs
Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients.
Job Overview
The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to:
Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses
Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
Support process improvement, technology enhancements, and required governance for roll-out and sustainability
Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology
Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business
Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds
Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes
Qualifications
Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking.
An ideal candidate would have 5+ years of financial
Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly.
Bachelor's degree is required and some financial background is helpful.
Intermediate to advanced excel and powerpoint experience is essential in the role.
Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team.
Key characteristics
Attention to detail, ability to grasp concepts quickly,
Ability to multi-task
Experience in managing critical projects and achieving successful results
Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines
Absolute professional integrity and team focus are essential.
The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$100k-175k yearly Auto-Apply 60d+ ago
Vice President, Lead Business Accountability Specialist - Electronic Trading Risk Management
Wells Fargo 4.6
Charlotte, NC jobs
**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
**Markets** provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
**The Electronic Trading Risk Management** (ETRM) team plays a pivotal role in safeguarding the integrity of electronic trading systems and protecting the firm from associated risks. This team partners with trading and support functions to guide automated trading strategies, implement robust control solutions, and ensure compliance with regulatory and venue rules.
**About this role:**
Wells Fargo is seeking a Lead Business Accountability Specialist (Vice President) for our ETRM team. We are seeking a self-starting individual with a strong control focus and the ability to apply technical and market knowledge to a specialized risk domain in a commercial way. The ideal candidate will demonstrate composure under pressure and a proactive approach to risk decision-making.
**In this role, you will:**
+ Evaluate risks related to electronic trading, including market impact and disorderly trading prevention
+ Oversee front-office execution controls, including thresholds, processes, and procedures
+ Lead enhancements to the electronic trading control framework and associated governance programs
+ Monitor real-time alerts and alarms tied to execution controls and respond to incidents
+ Coordinate and present at supervisory and governance forums
+ Support regulatory inquiries, internal reviews, and remediation efforts
+ Provide risk guidance and approval for new automated trading strategies and initiatives
+ Partner with Technology to oversee change management and mitigate technology-related risks
+ Contribute to operational risk activities such as RCSA, scenario analysis, and event QA
+ Perform periodic reviews of algo testing, kill switches, stress testing, and capacity controls
**Required Qualifications:**
+ 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Skills:**
+ Experience in Electronic Trading, IT, or Quantitative roles within investment banking or asset management
+ Familiarity with equities and fixed income market structure, regulation, and electronic trading risks
+ Proven ability to work with complex datasets and deliver technical solutions
+ Experience with regulatory-driven remediation programs and governance frameworks
+ Strong communication skills and ability to influence across senior stakeholders
+ Python, Tableau, KDB (beneficial but not required)
+ Strong understanding of risk and control frameworks (e.g., RCSA, RMF)
+ Experience managing regulatory audits or inquiries
+ Ability to work independently and escalate issues appropriately
+ Experience navigating change in a complex, matrixed organization
+ FINRA licensure experience is helpful, but not required
**Job Expectations:**
+ 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. Information will be shared about expectations during the recruitment process.
**Posting Location:**
+ 500 West 33rd St. - New York, New York 10001
+ 550 S Tryon St. - Charlotte, North Carolina 28202
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $196,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ 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
**Posting End Date:**
29 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 (****************************************************************** .
**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.
**Req Number:** R-504515
$100k-196k yearly 60d+ ago
Vice President, Lead Business Accountability Specialist - Electronic Trading Risk Management
Wells Fargo 4.6
Charlotte, NC jobs
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
The Electronic Trading Risk Management (ETRM) team plays a pivotal role in safeguarding the integrity of electronic trading systems and protecting the firm from associated risks. This team partners with trading and support functions to guide automated trading strategies, implement robust control solutions, and ensure compliance with regulatory and venue rules.
About this role:
Wells Fargo is seeking a Lead Business Accountability Specialist (Vice President) for our ETRM team. We are seeking a self-starting individual with a strong control focus and the ability to apply technical and market knowledge to a specialized risk domain in a commercial way. The ideal candidate will demonstrate composure under pressure and a proactive approach to risk decision-making.
In this role, you will:
* Evaluate risks related to electronic trading, including market impact and disorderly trading prevention
* Oversee front-office execution controls, including thresholds, processes, and procedures
* Lead enhancements to the electronic trading control framework and associated governance programs
* Monitor real-time alerts and alarms tied to execution controls and respond to incidents
* Coordinate and present at supervisory and governance forums
* Support regulatory inquiries, internal reviews, and remediation efforts
* Provide risk guidance and approval for new automated trading strategies and initiatives
* Partner with Technology to oversee change management and mitigate technology-related risks
* Contribute to operational risk activities such as RCSA, scenario analysis, and event QA
* Perform periodic reviews of algo testing, kill switches, stress testing, and capacity controls
Required Qualifications:
* 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Skills:
* Experience in Electronic Trading, IT, or Quantitative roles within investment banking or asset management
* Familiarity with equities and fixed income market structure, regulation, and electronic trading risks
* Proven ability to work with complex datasets and deliver technical solutions
* Experience with regulatory-driven remediation programs and governance frameworks
* Strong communication skills and ability to influence across senior stakeholders
* Python, Tableau, KDB (beneficial but not required)
* Strong understanding of risk and control frameworks (e.g., RCSA, RMF)
* Experience managing regulatory audits or inquiries
* Ability to work independently and escalate issues appropriately
* Experience navigating change in a complex, matrixed organization
* FINRA licensure experience is helpful, but not required
Job Expectations:
* 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. Information will be shared about expectations during the recruitment process.
Posting Location:
* 500 West 33rd St. - New York, New York 10001
* 550 S Tryon St. - Charlotte, North Carolina 28202
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $196,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* 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
Posting End Date:
29 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
$100k-196k yearly 14d ago
BofA Global Strategic & Sustainable Investments, Vice President
Bank of America 4.7
Charlotte, NC jobs
Global Strategic & Sustainable Investments (“GSSI”) is Bank of America's central equity investment platform and is responsible for deploying and managing capital in equity investments that align with the bank's strategic priorities and sustainability commitments. GSSI is comprised of over 30 investment professionals managing a global portfolio of 300+ investments (primarily direct stakes in companies and limited partner interests in private funds).
The Vice President role offers a unique opportunity to work across lines of business and enterprise functions, executing and supporting investments that accelerate Bank of America's strategic initiatives.
The candidate can be based in either NYC or Charlotte.
Responsibilities:
Investment Execution & Portfolio Management: Lead due diligence, financial analysis, and legal documentation for new investments. Actively review and manage existing portfolio positions to maximize value.
Industry Research: Conduct deep dives into companies, sectors, and emerging trends to inform investment theses and portfolio strategy.
Stakeholder Engagement: Build and maintain relationships with internal partners across lines of business and support functions, as well as external stakeholders including management teams, co-investors, and fund managers.
Presentation & Communication: Develop and deliver high-impact presentations for senior leadership, including investment memos, portfolio reviews, and strategic updates.
Portfolio Development & Ecosystem Activation: Lead development initiatives for the portfolio, bringing the entire ecosystem of Bank of America to our portfolio and our private funds' portfolio companies.
Team Leadership & Talent Development: Mentor GSSI analysts and associates to contribute to a collaborative, high-performance culture.
Requirements / Qualifications:
Minimum of 6 years industry experience in investment banking, capital markets, principal investments, equity research, strategic development, or management consulting; significant transaction experience is a plus
Strong analytical and strategic thinking skills, with a structured approach to problem-solving
Financial modeling and valuation skills, with ability to deconstruct a company's financials and analyze / forecast a company's operations
High level of initiative and accountability with strong ability to multi-task / prioritize multiple projects
Strong integrity, work ethic, and a team player
Excellent communication and presentation skills with executive presence
Knowledge of accounting principles and corporate finance a plus
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$97,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$97k-185k yearly Auto-Apply 7d ago
Vice President, Head of Global Payments & Liquidity FP&A
Wells Fargo 4.6
Charlotte, NC jobs
About this role: Wells Fargo is a leading financial services company providing banking, investment, and lending solutions to individuals, businesses, and institutions globally. Within its broad portfolio, Wells Fargo serves wholesale banking clients through specialized teams that deliver innovative financial products and services.
Global Payments & Liquidity (GPL) within Finance
The Global Payments & Liquidity (GPL) team is a key component of Wells Fargo's Finance organization, operating primarily across Commercial Banking and Corporate & Investment Banking (CIB). GPL is one of the largest providers of treasury management services, combining treasury management and digital business solutions to deliver comprehensive offerings such as:
* Payment Solutions
* Cash and Liquidity Management
* Digital Treasury Tools
These services enable Wells Fargo's wholesale banking clients to manage payments, optimize liquidity, and streamline financial operations globally. GPL plays a critical role in supporting clients' complex financial needs while driving innovation in the treasury and payments space.
In this role you will:
The Vice President/Head of GPL FP&A and Advisory will work closely with the GPL Leaders, supporting management reporting, business analytics and financial guidance to ensure accurate and timely reporting and to help drive growth in the GPL business. Role will focus on enhancing reporting, budget/forecast analysis, variance analysis and commentary, reporting and reviews, and executive presentation and project preparation (primarily across Commercial Banking and Corporate and Investment Banking).
Key Responsibilities:
* Collaborate with GPL business and other finance team members to deliver seamless integration of financial reporting and analytics to support business strategies and facilitate business decisions
* Lead complex initiatives on matters related to financial research, analysis, and reporting
* Help lead budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
* Prepare executive-level materials for monthly business reviews as well as strategic planning and budget reviews
* Support adhoc analyses and requests from across the CB and CIB line of business Finance teams, GPL Strategy, GPL Data and Analytics, and other stakeholders
Required Qualifications:
* 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Bachelor's degree in Finance, Accounting, Economics or related field
* Advanced expertise in forecasting, running actuals and reporting
* High level of proficiency in Excel, PowerPoint, and Essbase
* Experience creating and presenting executive level presentations
* Familiarity with Investment Bank and/or consulting
* Ability to operate effectively in a highly matrixed and fast paced environment
* Strong analytical and problem-solving skills and ability to analyze large amounts of data to develop strategic recommendations
* Advanced communication skills, both verbal and written
* Attention to detail and ability to manage multiple deliverables
* Experience with PowerBI and/or client profitability systems
Job Expectations:
* This position is not eligible for visa sponsorship
* This position offers a hybrid work schedule from our uptown Charlotte location
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. Information will be shared about expectations during the recruitment process.
Posting End Date:
22 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
$96k-142k yearly est. 1d ago
Vice President, Investment Banking
Fifth Third Bank 4.6
Charlotte, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. ManagingDirector in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and development of the groups modeling and analytical capabilities with limited supervision will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Understand and evaluate complex financial models.
. Perform complex financial analysis.
. Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs.
. Work well as part of a team in a high stress environment.
. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization.
. Manage priorities while working on a number of high-priority opportunities simultaneously.
. A strong background in credit and corporate finance and the ability to apply that knowledge to IB projects.
. Serve as support to the ManagingDirectors and be capable of making internal and external IB presentations to support the efforts of the ManagingDirectors on the team.
. Interact independently with all important constituencies in the course of the execution of an M&A or Strategic Advisory assignment
SUPERVISORY RESPONSIBILITIES: Direct day to day supervision of the IB Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. 7 - 10 years of experience in Investment Banking.
. Strong corporate finance and credit skills.
. Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
. Proven ability to pitch, win and execute M&A engagements.
. Excellent presentation skills, both oral and written.
. Strong relationship building skills.
. The ability to interact effectively with senior executives inside and outside our organization.
. Expertise in one or more industries.
. BA/BS in Finance/Accounting/Economics (MBA strongly preferred)
. Securities Industry Essentials (SIE), Series 79 license, and Series 63 license required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Vice President, Investment Banking
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cleveland, Ohio 44114
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$115k-158k yearly est. Auto-Apply 10d ago
Vice President, Investment Banking
Fifth Third Bank, N.A 4.6
Charlotte, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. ManagingDirector in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and development of the groups modeling and analytical capabilities with limited supervision will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:. Understand and evaluate complex financial models.. Perform complex financial analysis.. Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs.. Work well as part of a team in a high stress environment.. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization.. Manage priorities while working on a number of high-priority opportunities simultaneously.. A strong background in credit and corporate finance and the ability to apply that knowledge to IB projects.. Serve as support to the ManagingDirectors and be capable of making internal and external IB presentations to support the efforts of the ManagingDirectors on the team.. Interact independently with all important constituencies in the course of the execution of an M&A or Strategic Advisory assignment
SUPERVISORY RESPONSIBILITIES: Direct day to day supervision of the IB Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:. 7 - 10 years of experience in Investment Banking.
. Strong corporate finance and credit skills.. Proven track record of success in working as a part of a team to originate, and close complex financial transactions.. Proven ability to pitch, win and execute M&A engagements.. Excellent presentation skills, both oral and written.. Strong relationship building skills.. The ability to interact effectively with senior executives inside and outside our organization.. Expertise in one or more industries.. BA/BS in Finance/Accounting/Economics (MBA strongly preferred). Securities Industry Essentials (SIE), Series 79 license, and Series 63 license required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Vice President, Investment Banking
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cleveland, Ohio 44114
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
About this role:
Wells Fargo is seeking a Senior Counsel in the Markets Section of the Legal Department to support the loan trading and portfolio hedging business.
For additional information on this line of business, refer to the external Careers Site at Wellsfargo.com/career.
This position is responsible for providing legal services advice and counsel to the loan trading and portfolio hedging business of Wells Fargo Bank and its affiliates, including Wells Fargo Securities LLC.
In this role, you will:
Provide legal advice and counsel to the loan sales and trading business, including sales, trading, credit, compliance, and operations functions
Review and analyze moderately complex challenges for the loan trading business that require an in-depth evaluation of variable factors
Manage moderately complex matters of legal significance to the loan trading business and develop and render opinions, consult with, and advise clients on legal and regulatory matters
Draft complex legal documents, review and negotiate documents prepared by outside counsel
Independently resolve moderately complex legal issues and lead team to meet deliverables
Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
Coach, mentor and provide oversight with less experienced attorneys or staff
Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
Work directly with loan trading business clients and develop an in depth understanding of par loan and distressed trading business activities and products
Partner with business leaders and management of other corporate departments to develop and implement risk management programs
Provide counsel and advice regarding related cleared derivates and bilateral hedging transactions subject to ISDA Master Agreements and ISDA Credit Derivatives Definitions
Required Qualifications:
4+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Active State Bar membership or the equivalent in a country outside the United States
Desired Qualifications:
3+ years of significant experience in representing clients with respect to secondary loan trading (both par and distressed), secondary trading of distressed securities (including reorganized equity and bonds), corporate restructurings and related processes (both in a bankruptcy process and out of court) and related documents (plan support agreements, transaction support agreements, ad hoc creditor group arrangements), debt exchanges, and debtor-in-possession and exit financings
Significant knowledge and experience with U.S. laws, rules and regulations relevant to loan transactions, including product and banking laws (the Dodd-Frank Act, the Bank Holding Company Act, the Gramm Leach Bliley Financial Modernization Act, and Sections 23A and B of the Federal Reserve Act, etc.); bankruptcy laws, laws relating to secured transactions and creditors' rights
Experience, knowledge and familiarity with LSTA and ISDA documentation including relevant ISDA Definitions (e.g., Credit Derivatives)
Legal fixed income transactional and related regulatory experience in a corporate legal department, including advising on portfolio hedging transactions
Strong analytical skills with high attention to detail and accuracy
Experience building partnerships and consulting effectively with leadership
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
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
Posting End Date:
23 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
About this role: Wells Fargo is seeking a Senior Counsel in the Markets Section of the Legal Department to support the loan trading and portfolio hedging business. For additional information on this line of business, refer to the external Careers Site at Wellsfargo.com/career.
This position is responsible for providing legal services advice and counsel to the loan trading and portfolio hedging business of Wells Fargo Bank and its affiliates, including Wells Fargo Securities LLC.
In this role, you will:
* Provide legal advice and counsel to the loan sales and trading business, including sales, trading, credit, compliance, and operations functions
* Review and analyze moderately complex challenges for the loan trading business that require an in-depth evaluation of variable factors
* Manage moderately complex matters of legal significance to the loan trading business and develop and render opinions, consult with, and advise clients on legal and regulatory matters
* Draft complex legal documents, review and negotiate documents prepared by outside counsel
* Independently resolve moderately complex legal issues and lead team to meet deliverables
* Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
* Coach, mentor and provide oversight with less experienced attorneys or staff
* Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
* Work directly with loan trading business clients and develop an in depth understanding of par loan and distressed trading business activities and products
* Partner with business leaders and management of other corporate departments to develop and implement risk management programs
* Provide counsel and advice regarding related cleared derivates and bilateral hedging transactions subject to ISDA Master Agreements and ISDA Credit Derivatives Definitions
Required Qualifications:
* 4+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Active State Bar membership or the equivalent in a country outside the United States
Desired Qualifications:
* 3+ years of significant experience in representing clients with respect to secondary loan trading (both par and distressed), secondary trading of distressed securities (including reorganized equity and bonds), corporate restructurings and related processes (both in a bankruptcy process and out of court) and related documents (plan support agreements, transaction support agreements, ad hoc creditor group arrangements), debt exchanges, and debtor-in-possession and exit financings
* Significant knowledge and experience with U.S. laws, rules and regulations relevant to loan transactions, including product and banking laws (the Dodd-Frank Act, the Bank Holding Company Act, the Gramm Leach Bliley Financial Modernization Act, and Sections 23A and B of the Federal Reserve Act, etc.); bankruptcy laws, laws relating to secured transactions and creditors' rights
* Experience, knowledge and familiarity with LSTA and ISDA documentation including relevant ISDA Definitions (e.g., Credit Derivatives)
* Legal fixed income transactional and related regulatory experience in a corporate legal department, including advising on portfolio hedging transactions
* Strong analytical skills with high attention to detail and accuracy
* Experience building partnerships and consulting effectively with leadership
* Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* 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
Posting End Date:
23 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
**About this role:** Wells Fargo is seeking a Senior Counsel in the Markets Section of the Legal Department to support the loan trading and portfolio hedging business. For additional information on this line of business, refer to the external Careers Site at Wellsfargo.com/career.
This position is responsible for providing legal services advice and counsel to the loan trading and portfolio hedging business of Wells Fargo Bank and its affiliates, including Wells Fargo Securities LLC.
**In this role, you will:**
+ Provide legal advice and counsel to the loan sales and trading business, including sales, trading, credit, compliance, and operations functions
+ Review and analyze moderately complex challenges for the loan trading business that require an in-depth evaluation of variable factors
+ Manage moderately complex matters of legal significance to the loan trading business and develop and render opinions, consult with, and advise clients on legal and regulatory matters
+ Draft complex legal documents, review and negotiate documents prepared by outside counsel
+ Independently resolve moderately complex legal issues and lead team to meet deliverables
+ Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
+ Coach, mentor and provide oversight with less experienced attorneys or staff
+ Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
+ Work directly with loan trading business clients and develop an in depth understanding of par loan and distressed trading business activities and products
+ Partner with business leaders and management of other corporate departments to develop and implement risk management programs
+ Provide counsel and advice regarding related cleared derivates and bilateral hedging transactions subject to ISDA Master Agreements and ISDA Credit Derivatives Definitions
**Required Qualifications:**
+ 4+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Active State Bar membership or the equivalent in a country outside the United States
**Desired Qualifications:**
+ 3+ years of significant experience in representing clients with respect to secondary loan trading (both par and distressed), secondary trading of distressed securities (including reorganized equity and bonds), corporate restructurings and related processes (both in a bankruptcy process and out of court) and related documents (plan support agreements, transaction support agreements, ad hoc creditor group arrangements), debt exchanges, and debtor-in-possession and exit financings
+ Significant knowledge and experience with U.S. laws, rules and regulations relevant to loan transactions, including product and banking laws (the Dodd-Frank Act, the Bank Holding Company Act, the Gramm Leach Bliley Financial Modernization Act, and Sections 23A and B of the Federal Reserve Act, etc.); bankruptcy laws, laws relating to secured transactions and creditors' rights
+ Experience, knowledge and familiarity with LSTA and ISDA documentation including relevant ISDA Definitions (e.g., Credit Derivatives)
+ Legal fixed income transactional and related regulatory experience in a corporate legal department, including advising on portfolio hedging transactions
+ Strong analytical skills with high attention to detail and accuracy
+ Experience building partnerships and consulting effectively with leadership
+ Ability to execute in a fast paced, high demand environment while balancing multiple priorities
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $260,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ 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
**Posting End Date:**
23 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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.
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 (****************************************************************** .
**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.
**Req Number:** R-513753