Analyst, Corporate Banking - Industrials Portfolio Management

Wells Fargo•Charlotte, NC

2d•$100,000 - $110,000•Onsite

About The Position

Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. The role supports credit underwriting and portfolio monitoring for Wells Fargo’s Industrials portfolio. The position works with senior portfolio managers, deal teams, leadership, risk partners, clients, peers, internal partners, stakeholders, and senior bankers. It also includes completing scheduled professional development training and following applicable credit, risk, and compliance policies and procedures.

Requirements

At least 6 months of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
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.
Successfully complete and clear the required FINRA background screening and meet ongoing regulatory requirements.
Visa sponsorship is not available.

Nice To Haves

Undergraduate degree from a four-year accredited college or university in Business, Finance, Economics, Geoscience, Engineering, or a similar field.
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 to exercise sound judgment.

Responsibilities

Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to monitor the assigned portfolio accurately and on time.
Partner with senior portfolio managers and assigned deal teams to prepare credit memorandums.
Prepare discussion materials 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.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations.