Corporate Banking Associate - Portfolio Management

Wells Fargo Bank•Charlotte, NC

1d•$125,000 - $150,000

About The Position

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com . About this role: Wells Fargo is seeking a Corporate Banking Associate within Portfolio Management as part of the Healthcare Corporate & Investment Banking team. The Healthcare Corporate Banking Associate – Portfolio Management position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of corporate credit relationships. This role partners closely with Relationship Managers, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure. Healthcare sector experience is a plus but not a requirement. In this role, you will perform the following key responsibilities:

Requirements

2+ years of Corporate Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
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.
Ability to work outside of normal business hours as needed.

Nice To Haves

2+ years of relevant work experience in Corporate Banking portfolio management or Investment Banking, including experience with leveraged lending
Experience with credit underwriting and/or capital markets underwriting
Strong credit, accounting and technical skills
Robust Excel experience including 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

Credit Underwriting & Structuring Participate in underwriting new and existing credit facilities, including financial and credit analysis, risk identification, and recommendation of risk ratings
Conduct detailed financial modeling, sensitivity analysis, capital structure evaluation, and industry/market research
Prepare credit approval packages, underwriting memoranda, and credit committee materials
Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks
Mentor analyst-level team members, teaching best practices and credit fundamentals
Deal Execution & Internal Coordination Support execution of transactions, including screening, structuring, due diligence, and material preparation
Coordinate with internal partners (Legal, Risk, Capital Markets, Treasury, Fulfillment) to facilitate loan closings and documentation
Client Interaction & Communication Engage with clients to obtain required deliverables, discuss loan documentation, and support transactional execution
Support Relationship Managers with portfolio insights, client requests, and follow‑up items
Governance, Compliance & Risk Management Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit requirements
Maintain documentation quality and participate in audits or examinations as needed