Healthcare Portfolio Manager - Executive Director

Wells Fargo • Charlotte, NC

1d • Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Mid-Corporate Portfolio Manager in Specialized Industries – Healthcare for the Commercial Bank. As an Executive Director on the Healthcare team, you will lead the underwriting and portfolio management of credit facilities for corporates (primarily leveraged) and sponsor-backed portfolio companies in the healthcare space covered by Commercial Banking. You will also contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage. This role offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment, with a focus on driving loan growth and supporting the business strategy of the Healthcare team.

Requirements

• 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Ability to travel up to 10% of the time
• Ability to work a hybrid work schedule
• 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.

Nice To Haves

• Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, or private equity
• Strong leadership skills, with the ability to direct multiple team members and parallel workstreams, set clear accountability, and communicate effectively across deal teams and stakeholders
• Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
• Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
• Strong analytical skills, with heightened attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Responsibilities

• Serve as the lead underwriter of high performing deal teams driving the execution, communication, structuring, negotiation and presentation of complex corporate (primarily leveraged) as well as sponsor-backed transactions in the healthcare space
• Direct the production of sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
• Synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants
• Review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Oversee the production of periodic reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Partner with Relationship Managers and product teams to support client strategy
• Track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
• Provide training, guidance, and feedback to support their development and strengthen team capabilities
• Identify opportunities for process improvements
• Lead special projects as assigned

Benefits

• Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed