Lead Mid-Corporate Portfolio Manager - Restaurant Finance

Wells Fargo•Carlsbad, CA

1d•$139,000 - $260,000•Hybrid

About The Position

Wells Fargo is seeking a Lead Mid-Corporate Portfolio Manager to support our Restaurant Finance group with clients having annual revenues of $500M+ as part of the Commercial Bank. In this role, you will lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact. You will act as a key participant in large-scale planning for the Mid Corporate Portfolio Management functional area, reviewing and analyzing complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors. You will make decisions in complex and multi-faceted situations requiring an understanding of Mid Corporate Portfolio Management functional area, policies, procedures, and compliance requirements, influencing and leading a broader work team to meet deliverables and drive new initiatives. You will collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals, and lead mid Corporate Portfolio Management projects and teams. You will also serve as a peer mentor.

Requirements

5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

4+ years of experience underwriting in Restaurant Finance
Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets
Strong analytical skills, with heightened attention to detail and accuracy
Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing.
Experience developing and maintaining external and internal partnerships
Experience in adopting and executing change management to enable business growth
Excellent verbal, written, and interpersonal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Completion of a formal training program
Bachelor’s degree in accounting, finance, or business

Responsibilities

Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
Lead mid Corporate Portfolio Management projects and teams
Serve as a peer mentor