Analyst, Corporate Banking - Financial Institutions Portfolio Management

Responsibilities

• Support the underwriting, monitoring, and active management of a corporate credit relationship portfolio
• Perform detailed credit, financial statement, industry analysis, and projection modeling
• Partner with senior portfolio managers on final credit memos, nCino, and loan documentation
• Prepare discussion materials 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 annual reviews, status updates, and watchlist updates to ensure accurate risk ratings and covenant compliance
• Collaborate with Relationship Managers, Credit Officers, and Product Partners to ensure appropriate credit structuring

Requirements

• 6+ months of Corporate Banking Relationship Management experience or equivalent professional training
• Strong proficiency in financial statement analysis and credit analysis
• Experience with projection modeling and industry analysis
• Ability to complete FINRA registrations (Series 63/66, 79, and SIE) within 90 days of hire

Preferred Qualifications

• Experience in CIB Portfolio Management or Financial Institutions Group (FIG) Portfolio Management
• Experience with leveraged lending
• Basic understanding of investment banking, Capital Markets, M&A, and loan underwriting
• Strong analytical skills with high attention to detail and accuracy

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability, life, critical illness, and accident insurance
• Parental and critical caregiving leave
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services through its various operating segments, including Corporate and Investment Banking.