Corporate Banking Associate - Sponsors Portfolio Management

About this role:

Wells Fargo is seeking a Corporate Banking Associate to join our Sponsors Portfolio Management team.  This team partners with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support. 

In this role, you will:

• Supporting senior PM with financial, industry 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
• Completion of ad-hoc borrower and/or portfolio analysis
• Preparation of annual reviews, status updates, watch list updates, portfolio review material 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

Required Qualifications:

• 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of relevant work experience in portfolio management
• CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio management
• Strong credit, accounting and technical skills
• 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

Additional Compensation Details:

• Base Salary - $125,000-$135,000

Posting Locations:

• 550 S. Tryon St., Charlotte, NC
• 500 W 33rd St, New York, NY

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.

$111,100.00 - $237,100.00

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:

27 Jul 2025

*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 t