Associate, Corporate Banking - Portfolio Strategy

Wells Fargo•Charlotte, NC

1d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients globally. Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits, as well as providing coverage and execution for investment banking solutions like capital raising, subscription finance, and mergers & acquisitions (M&A). This Associate role supports the Portfolio Strategy & Credit Administration team within the Corporate & Investment Bank (CIB). The position is crucial for managing the CIB Banking portfolio, Strategic Initiatives, and providing leadership with high-quality insights and materials. It offers exposure to both credit risk management and overall Banking strategy. The Associate will collaborate with various partners across Coverage, Underwriting, Capital Management, Credit Portfolio Trading, Corporate Treasury, Finance, and Enterprise Risk to ensure disciplined portfolio management, strategic growth, and credit administration. This role is ideal for individuals with strong analytical skills, exceptional Excel and PowerPoint proficiency, 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
Willingness to work on-site in accordance with current office requirements
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired

Nice To Haves

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

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
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
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