Corporate Banking Associate - Portfolio Management

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 

About this role:

Wells Fargo is seeking a Corporate Banking Associate within Portfolio Management as part of the Healthcare Corporate & Investment Banking team.  

The Healthcare Corporate Banking Associate – Portfolio Management position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of corporate credit relationships. This role partners closely with Relationship Managers, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure. Healthcare sector experience is a plus but not a requirement.

In this role, you will perform the following key responsibilities:

Credit Underwriting & Structuring

• Participate in underwriting new and existing credit facilities, including financial and credit analysis, risk identification, and recommendation of risk ratings
• Conduct detailed financial modeling, sensitivity analysis, capital structure evaluation, and industry/market research
• Prepare credit approval packages, underwriting memoranda, and credit committee materials
• Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks
• Mentor analyst-level team members, teaching best practices and credit fundamentals

Deal Execution & Internal Coordination

• Support execution of transactions, including screening, structuring, due diligence, and material preparation
• Coordinate with internal partners (Legal, Risk, Capital Markets, Treasury, Fulfillment) to facilitate loan closings and documentation

Client Interaction & Communication

• Engage with clients to obtain required deliverables, discuss loan documentation, and support transactional execution
• Support Relationship Managers with portfolio insights, client requests, and follow‑up items

Governance, Compliance & Risk Management

• Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit requirements
• Maintain documentation quality and participate in audits or examinations as needed

Required Qualifications:

• 2+ years of Corporate Banking Portfolio 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 Corporate Banking portfolio management or Investment Banking, including experience with leveraged lending
• Experience with credit underwriting and/or capital markets underwriting
• Strong credit, accounting and technical skills
• Robust Excel experience including 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

Job Expectations:

• Registration for Securities Industry Essentials (SIE) exam 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 (or 66) 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 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.
• This position is subject to FINRA background screening re