Analyst, Corporate Banking - Financial Institutions (Affiliates) Portfolio Management

Wells Fargo•Minneapolis, MN

1d•Onsite

About The Position

Wells Fargo is seeking a Corporate Banking Analyst within Portfolio Management as part of the Financial Institution Corporate & Investment Banking team. The Analyst 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. Financial Institution sector experience is a plus.

Requirements

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

Nice To Haves

6+ months of CIB Portfolio Management experience
experience with leveraged lending
experience with FIG Portfolio Management
Basic understanding of investment banking and corporate banking, including Capital Markets, M&A, and loan underwriting
Strong grasp of credit skills, financial accounting and 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

Responsibilities

Support senior staff with financial and credit analysis for assigned FIG companies
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
Complete ad-hoc borrower and/or portfolio analysis
Preparation of annual reviews, status updates, watch list updates, 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 as scheduled