Corporate Banking Program Analyst - Energy & Power

Wells Fargo & Company • Charlotte, NC

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About The Position

Wells Fargo is seeking a Corporate Banking Analyst to join Wells Fargo’s Corporate & Investment Bank. The Analysts will join and one of the industry’s leading Energy & Power practices. 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. The candidate will be focused on supporting the relationship management and business development of Wells Fargo’s energy portfolio within the America’s region. In this role: Key responsibilities include: Monitoring the credit quality of the portfolio and helping underwrite new and existing credits including identification of key risk factors as well as the development of financial projection models. Actively involved in the preparation of credit approval documents, including due diligence, risk analysis, risk rating, underwriting, return analysis and business case, presentation and deliberation. Engagement with Independent Risk Management and legal counsel including reviewing documentation. Coordinating with product partners when applicable. Engage directly and proactively with internal stakeholders to: Provide ongoing, monitoring, maintenance, and management of the portfolio. Post deal portfolio maintenance includes liaising and building strong relationships with back office and middle office teams to help manage all ongoing operational matters. Interpret credit policies & procedures and incorporating requirements into credit analysis and lending recommendations. Help the team’s Senior Relationship and Portfolio Managers prepare credit papers and internal presentations of transactions to the Bank’s key stakeholders, senior management and credit approvers. Assist with ongoing preparation and accuracy of management reporting.

Requirements

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

Nice To Haves

• Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university
• Understanding of corporate finance principles and capital structuring issues.
• Aptitude in excel based financial modelling with specific experience in Discounted Cash Flow modelling.
• Project and Structured finance experience being a distinct advantage.
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• 6+ months of financial services industry experience
• Prior investment banking or capital markets experience is a plus
• Ability to work in a fast-paced deadline driven environment
• Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
• Ability to work independently and in a team environment
• Visa sponsorship is not available
• 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.
• Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification
• Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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. Information will be shared about expectations during the recruitment process.

Responsibilities

• Monitoring the credit quality of the portfolio and helping underwrite new and existing credits including identification of key risk factors as well as the development of financial projection models.
• Actively involved in the preparation of credit approval documents, including due diligence, risk analysis, risk rating, underwriting, return analysis and business case, presentation and deliberation.
• Engagement with Independent Risk Management and legal counsel including reviewing documentation.
• Coordinating with product partners when applicable.
• Engage directly and proactively with internal stakeholders to: Provide ongoing, monitoring, maintenance, and management of the portfolio.
• Post deal portfolio maintenance includes liaising and building strong relationships with back office and middle office teams to help manage all ongoing operational matters.
• Interpret credit policies & procedures and incorporating requirements into credit analysis and lending recommendations.
• Help the team’s Senior Relationship and Portfolio Managers prepare credit papers and internal presentations of transactions to the Bank’s key stakeholders, senior management and credit approvers.
• Assist with ongoing preparation and accuracy of management reporting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees