Corporate Credit Team Analyst - Corporate Debt Finance

The Corporate Debt Finance group is searching for an Analyst to work in the Charlotte, NC office.

This Analyst position will be supporting senior members of the Corporate Credit Team (CCT) within Corporate Debt Finance (CDF) in Wells Fargo’s Structured Products Group (SPG). Corporate Debt Finance provides capital to asset managers and other non-bank financial institutions through structured credit facilities and collateralized loan obligations. The Corporate Credit Team consists of leveraged loan professionals who are responsible for client due diligence, assistance with direct lending market research, and credit analysis of leveraged loan investments that form collateral for financing extended to CDF’s clients.

In this role you will:

• Support senior team members in their credit analysis of corporate loans and processing approvals for CLO warehouse facilities. 

• Review financial statements and track historical financial performance of underlying companies

• Maintain the team’s database and various spreadsheets for internal reporting

• Assist with team’s portfolio management activities

• Review performance trends of collateral

• Liaise with clients as required

• Develop opinions on loans with a view of denying/approving funding against that collateral and present analysis and opinion to senior team members and credit officers

Required Qualifications, US:

• 6+ months of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least one year of experience in an investment/corporate banking, portfolio management or credit underwriting role

• Completion of, or current enrollment in, a formal corporate credit training program is a plus

• Computing skills, particularly advanced Excel knowledge (VBA, macro writing, pivot tables, task simplification and automation etc.) or broader data/process automation (PowerBI, Alteryx, Power Query)

• Strong technical and analytical skills including financial analysis

• Knowledge of investment banking and capital markets products

• Excellent verbal, written, and interpersonal communication skills

• Effective organizational, multi-tasking, and prioritizing skills with a strong attention to detail

• Solid problem solving and decision-making skills

• Ability to work effectively, as well as independently, in a fast-paced team environment

• Ability to work in a fast-paced deadline driven environment

• A BS/BA degree or higher in business administration, economics, finance, or related field

Job Expectations:

• Ability to travel up to 10% of the time

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting End Date: 

27 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 escalat