Mid-Corporate Senior Financial Analyst
Wells FargoAbout the role
About this role:
Wells Fargo is seeking a Mid-Corporate Senior Financial Analyst in Commercial Banking to work in partnership with small deal teams that provide research, analysis, and underwriting to prepare recommendations to extend credit and monitor borrowing relationships with clients whose annual revenues are generally $500MM and above. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
In this role, you will:
- Assist with the underwriting and execution of financing transactions, including completion of due diligence, credit analysis, and drafting credit approval memorandums
- Analyze a wide range of detailed information including financial statements and projections, lender presentations, management presentations, and third-party reports
- Research complex financial and credit information for commercial businesses according to business unit standards
- Aid in the presentation of transaction to credit approvers and senior leaders in a clear and concise manner with well-reasoned support
- Participate in low to moderately complex Mid-Corporate Portfolio Management assignments
- Assist in the development and execution of company-wide strategic initiatives via specialized project work and/or assignments
- Integrate AI tools into underwriting and portfolio management workflows to streamline research, accelerate production, and drive innovation and efficiency.
- Collaborate and consult with Mid-Corporate Portfolio Management peers, colleagues, internal stakeholders as well as internal and external customers to resolve issues and achieve goals
Required Qualifications, US:
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Strong analytical skills including analyzing complex data
- Ability to perform in depth commercial financial statement analysis
- Knowledge and understanding of debt and equity capital markets
- Underwriting experience
- Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
- Excellent verbal, written, and interpersonal skills, including the ability to present to decision makers and other stakeholders in a professional and confident manner
- Experience with nCino
- A BS/BA degree or higher
Job Expectations:
Ability to travel up to 10% of the time
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
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
Locations:
10 S Wacker Dr - Chicago, IL 60606
600 S 4th St - Minneapolis, MN 55415
401 Las Colinas Blvd W - Irving, TX 75039
1000 Louisiana St - Houston, TX 77002
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.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$77,000.00 - $133,000.00Benefits
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
- Scholarsh
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