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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Leveraged Credit Sales

Sales & TradingPosted on Nov 13
Full-timeCharlotte, NC, USANo salary listed

About the Job

Requirements

  • At least 2 years of securities sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Strong analytical and quantitative skills.
  • Knowledge of credit and leveraged credit markets.
  • Understanding of the leveraged credit institutional investor base.
  • Ability to analyze market information and communicate relevant trade ideas and market insights.
  • Strong organizational, multitasking, and prioritization skills.
  • Strong verbal, written, and interpersonal communication skills.
  • Experience collaborating with sales, trading, research, and syndicate partners.
  • Proficiency with Bloomberg.
  • Strong understanding of credit fundamentals and fixed income markets.
  • Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.
  • Ability to travel as needed and work on-site in accordance with current office requirements; ability to work additional hours as needed.
  • Must obtain or maintain appropriate FINRA licenses for ongoing employment. FINRA Series 7 and 63 examinations, or recognized equivalents, must be completed within 90 or 180 days after starting, depending on the licenses needed if not transferable upon hire; state registration and licensing requirements must also be met, and product or SAFE licenses may apply.
  • Must meet enhanced financial fitness and criminal background standards and successfully pass a FINRA background check before hire; ongoing regulatory screening and mandatory incident reporting obligations apply.
  • Must comply with applicable policies for outside activities and personal investing, including providing information to the Wells Fargo Personal Account Dealing Team when affected.
  • Visa sponsorship is not available.

Responsibilities

  • Support daily client coverage and relationship management with institutional leveraged credit investors and hedge funds.
  • Provide clients with relevant trade ideas, research, market information, and other insights to help facilitate trading activity.
  • Partner with the trading desk to communicate market activity and trading axes and help facilitate transactions between Wells Fargo and its institutional investor base.
  • Support the distribution of new leveraged credit debt issuances and secondary market trading activity.
  • Collaborate with salespeople, traders, research, syndicate, and management to support client relationships and business objectives.
  • Develop knowledge of leveraged credit markets, products, client needs, risk controls, and applicable regulatory and compliance requirements.
  • Follow applicable Wells Fargo risk programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.

Desired Qualifications

  • Strong analytical and quantitative skills.
  • Knowledge of credit and leveraged credit markets.
  • Understanding of the leveraged credit institutional investor base.
  • Ability to analyze market information and communicate relevant trade ideas and market insights.
  • Strong organizational, multitasking, and prioritization skills.
  • Strong verbal, written, and interpersonal communication skills.
  • Experience collaborating with sales, trading, research, and syndicate partners.
  • Proficiency with Bloomberg.
  • Strong understanding of credit fundamentals and fixed income markets.
  • Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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