Corporate Banking Analyst - Industrials

Wells FargoCharlotte, NC
2d$100,000 - $110,000Onsite

About The Position

About this role: Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. Corporate Banking Overview: Corporate Banking serves our clients by using the Wells Fargo balance sheet to finance our clients’ day-to-day corporate activities as well as strategic activity, including mergers & acquisitions. Corporate Bankers cover both large corporate and middle market clients through the CIB platform and are also responsible for generating ideas and solutions across Wells Fargo’s suite of products and services. Our Corporate Bankers meet regularly with Wells Fargo clients regarding Debt Financing and Treasury Management strategies among other banking products that Corporate Treasurers look to us to provide. Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis, and ultimately provide or help source any debt financing needs. Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance, and M&A teams to deliver Corporate and Investment Banking solutions to our clients. The CIB Coverage Industry verticals include: Banks Americas Consumer & Retail Energy & Power Financial Institutions Group Healthcare Industrials Technology, Media & Telecommunications Sponsors Portfolio Management What the Program Offers: Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients. Key responsibilities that Analysts may participate in include: Performing company and industry research; Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks; Assisting in the preparation of credit underwriting materials and presentations for approval; Assisting with deal closings; Preparing client marketing materials utilizing Excel and PowerPoint presentation skills; Support the management of new and existing client relationships through detailed credit underwriting, financial analysis and projection modeling, and the ongoing monitoring of industry trends, market activity, and company news In this role, you will: Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to ensure accurate and timely monitoring of assigned portfolio Partner with senior portfolio managers and assigned deal teams on the preparation of credit memorandums Prepare discussion material for internal presentations with leadership and risk partners Support client needs related to credit and related products Completion of 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 Ideal Candidate for this role: Outstanding problem solving and decision-making skills Strong analytical skills with high attention to detail and accuracy Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to interact with integrity and a high level of professionalism with all levels of team members and management Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Energetic self-starter who proactively takes initiative, remains curious, and has a genuine interest in learning and growth

Requirements

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

Nice To Haves

  • Analysts must demonstrate a combination of academic aptitude, quantitative skills, and personal motivation.
  • It is strongly preferred that your background includes:
  • Strong understanding 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

  • Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to ensure accurate and timely monitoring of assigned portfolio
  • Partner with senior portfolio managers and assigned deal teams on the preparation of credit memorandums
  • Prepare discussion material for internal presentations with leadership and risk partners
  • Support client needs related to credit and related products
  • Completion of 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
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