Sponsors Portfolio Management - Analyst

Wells Fargo & Company•Charlotte, NC

1d•$90,000 - $150,000•Onsite

About The Position

Wells Fargo is seeking a Corporate Banking Analyst to join the Sponsors Portfolio Management team in CIB as part of Banking. This role supports the underwriting, ongoing monitoring, and active management of a portfolio of corporate credit relationships, with a focus on ensuring prudent risk management and disciplined execution. The Analyst will work in close coordination with the Financial Sponsors Coverage Group, Leveraged Underwriting, Credit Officers, Product Partners (including Capital Markets, Treasury, and Risk), and other internal stakeholders to support credit-related execution and portfolio oversight. This position is well suited for a candidate with strong analytical skills, attention to detail, and an interest in corporate credit and portfolio management. Experience with Financial Sponsors or Leveraged Finance is a plus.

Requirements

6+ months of Corporate Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to travel up to 10%
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
Visa sponsorship is not available
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
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.

Nice To Haves

6+ months of CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management
Basic understanding of investment banking and corporate banking, including Capital Markets, M&A, and loan underwriting
Strong grasp of credit skills, financial accounting and financial modeling
Demonstrated excellence in working effectively as an individual and as part of a team
Strong verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
High level of initiative and accountability
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to act with integrity, good character and exercise sound judgement

Responsibilities

Support senior staff with financial and credit analysis for assigned portfolio of portfolio companies with Sponsor ownership
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Partner with senior portfolio managers on final credit memos, nCino and loan documentation
Prepare discussion material for internal presentations with leadership and risk partners
Support client needs related to credit and related products such as Interest Rate Swaps, FX and Operating Exposure
Complete ad-hoc borrower and/or portfolio analysis
Preparation of annual reviews, status updates, watch list updates, etc.
Assist senior portfolio managers with portfolio reviews and portfolio reporting
Adherence to credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
Collaborate and consult with peers, internal partners and stakeholders and senior bankers
Complete periodic professional development training as scheduled