Analyst, Corporate Banking - Industrials Portfolio Management

Wells Fargo•New York, NY

1d•$90,000 - $150,000

About The Position

Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. The Analyst supports credit underwriting and portfolio monitoring for Wells Fargo’s Industrials portfolio. The role includes detailed credit and financial analysis, preparation of credit memorandums and internal presentation materials, support for client credit needs, and assistance with deal closings. The Analyst also applies credit policies and procedures, collaborates with colleagues and senior bankers, and completes scheduled professional development training.

Requirements

At least 6 months of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Complete FINRA Series 63 (or 66) registration within 90 days of hire if it is not available for transfer upon hire.
Complete FINRA Series 79 registration within 90 days of hire if it is not available for transfer upon hire.
Complete the Securities Industry Essentials (SIE) exam within 90 days of hire if it is not available for transfer upon hire.
Meet FINRA background screening requirements, including successful completion and clearance of a background check; candidates must also meet ongoing regulatory requirements and report certain incidents.

Nice To Haves

Undergraduate degree in Business, Finance, Economics, Geoscience, Engineering, or a similar field from a four-year accredited college or university.
Understanding of corporate finance principles and capital structuring issues.
Strong financial modeling, credit, accounting, and technical skills, with high attention to detail and accuracy.
Experience reviewing, checking, or supervising the work of junior team members.
Strong verbal, written, and interpersonal communication skills.
Ability to work effectively both individually and as part of a team.
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast-paced, and complex environment.
High level of initiative and accountability.
Collaborative mindset and ability to work with team members in different locations.
Ability to act with integrity and good character and exercise sound judgment.

Responsibilities

Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to ensure accurate and timely monitoring of the assigned portfolio.
Partner with senior portfolio managers and assigned deal teams to prepare credit memorandums.
Prepare discussion material for internal presentations with leadership and risk partners.
Support client needs related to credit and related products.
Complete ad hoc borrower and/or portfolio analysis.
Apply credit policies and procedures and incorporate requirements into credit analysis, observations, and recommendations.
Assist with deal closings.
Collaborate and consult with peers, internal partners, stakeholders, and senior bankers.
Complete periodic professional development training as scheduled.