Corporate Banking Program Analyst - Relationship and Portfolio Management
About The Position
About this role: Wells Fargo's Healthcare Corporate and Investment Banking team is seeking an experienced Corporate Banking Program Analyst 2nd or 3rd year. In this role, you will: Function as part of a team focused on helping clients achieve their financial and strategic goals Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance Prepare discussion materials for internal and external presentations Complete periodic professional development training as scheduled Assist with deal closing including regulatory and compliance requirements
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
- 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.
- Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Ability to work outside of normal business hours as needed.
Nice To Haves
- 6+ months of relevant work experience in Corporate Banking portfolio management or Investment Banking, including experience with leveraged lending
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational, multi-tasking, and prioritizing skills
- High level of initiative and accountability
- Ability to achieve business results and accept accountability for achieving goals
- Ability to act with integrity, good character and exercise sound judgment
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Financial modeling experience
- Knowledge and understanding of financial services credit risk management
- A BS/BA degree or higher in accounting, finance, or economics
- Securities industry experience including industry-specific coverage
- Experience covering and providing credit and corporate banking solutions
Responsibilities
- Function as part of a team focused on helping clients achieve their financial and strategic goals
- Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients
- Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
- Prepare discussion materials for internal and external presentations
- Complete periodic professional development training as scheduled
- Assist with deal closing including regulatory and compliance requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
