Associate, Corporate Banking - Portfolio Strategy

Wells Fargo Bank•New York, NY

2d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits; providing coverage and execution for all investment banking solutions, including capital raising, subscription finance, and mergers & acquisitions (M&A). About this role: Wells Fargo is seeking an Associate to support the Portfolio Strategy & Credit Administration team within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB Banking portfolio, Strategic Initiatives, and supporting leadership with high‑quality insights and materials. This unique opportunity provides exposure from both a credit risk management as well as overall Banking strategy perspective. The Associate will collaborate with partners across Coverage, Underwriting, Capital Management, Credit Portfolio Trading, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and credit administration. This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in credit and portfolio strategy.

Requirements

2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks
Experience working with large datasets or reporting/BI tools
Demonstrated interest in developing expertise in portfolio strategy and credit risk management
Strong Excel skills (modeling, financial calculations, data analysis)
Strong PowerPoint skills, with the ability to produce executive‑ready presentations
Strong analytical, problem‑solving, and organizational skills
Excellent verbal, written, and interpersonal communication skills
Ability to work independently, manage multiple priorities, and collaborate across teams
Ability to work in a fast‑paced environment with strict deadlines
Ability to interact with senior leaders and cross‑functional partners

Responsibilities

Portfolio Strategy & Credit Administration: Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes
Assist in regulatory reporting processes, limit framework tracking, and enterprise‑wide portfolio routines
Participate in Banking controls, risk appetite management, and policy review and maintenance
Analytics, Reporting & Presentations: Develop and maintain standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality
Analyze client level, industry level, and portfolio level data to support RWA assessments, regulatory capital considerations, and credit risk management
Produce polished, executive ready PowerPoint presentations for senior management, credit risk committees, and cross functional forums
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes
Cross‑Functional Collaboration: Partner with Underwriting, Capital Management, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews
Participate in cross‑functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure