Managing Director, Portfolio Management - Energy Project Finance

Wells Fargo & Company•Charlotte, NC

1d•$215,000 - $355,000•Onsite

About The Position

Wells Fargo is seeking a Managing Director to serve as a senior Portfolio Manager within Corporate & Investment Banking’s Energy & Power group. This role will act as the senior portfolio lead for a complex and evolving book of energy project finance exposures, with primary focus in Renewables and the growing Energy Infrastructure sector. The MD will have end-to-end oversight of the portfolio, including direct name coverage, leadership of the mid-level portfolio manager bench, and responsibility for driving portfolio strategy, risk prioritization, and performance monitoring. The Energy Project Finance Portfolio Management team assumes coverage post-close and is responsible for ongoing credit oversight, credit underwriting and lifecycle management of this highly-agented, syndicated portfolio. As such, the role also requires close partnership with the Head of Energy Project Finance Execution and Origination to ensure continuity of risk assessment, alignment on underwriting intent, and consistent management of exposure over time. Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Wells Fargo’s growing Renewables business is an integral part of the Energy & Power group, providing financing, capital markets and advisory services to corporate clients. Our coverage universe includes renewable developers, independent power producers, infrastructure / private equity funds and utilities globally.

Requirements

10+ years of experience in project finance, corporate banking, or portfolio management, with a focus on energy, power, or infrastructure sectors
Significant experience in underwriting and structuring project finance transactions
5+ years of management or leadership experience
Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 24 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply.
Additional requirements include meeting enhanced financial fitness and criminal background standards.
Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
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

Nice To Haves

Deep experience across energy project finance, primarily renewables, as well as conventional power, and/or energy infrastructure
Strong credit acumen, including financial analysis, cash flow modeling, structuring considerations, and risk assessment for complex transactions
Proven ability to operate as a senior leader, influencing outcomes across Banking, Risk, and executive stakeholders
Executive-level communication skills, with the ability to clearly articulate credit views, risk themes, and recommendations to senior leadership and governance forums
Demonstrated ability to lead teams, drive accountability, and operate effectively in a fast-paced, complex environment
Strong judgment and decision-making capability, with a consistent commitment to credit discipline and risk culture
Ability to synthesize complex financial, industry, and market information into clear, actionable insights

Responsibilities

Serve as the Portfolio Management sector lead and subject matter expert for Energy Project Finance, owning sector views, portfolio strategy, and emerging risk themes.
Lead underwriting and structuring of complex project finance transactions, acting as a senior decision-maker and partner to Banking and Risk through deal execution
Oversee credit risk management and portfolio performance across a diverse set of sponsor-owned and corporate-backed energy assets
Own the end-to-end credit lifecycle, including underwriting, risk ratings, covenant compliance, watchlist governance, and early identification of emerging risks
Lead engagement with Independent Risk Management on complex credits, shaping risk framing and driving alignment on underwriting decisions
Partner closely with Corporate Banking, Asset Finance, and Industry coverage teams to support client needs and drive disciplined growth
Engage directly with clients, sponsors, and developers as appropriate, representing Portfolio Management in transaction discussions and relationship development
Drive preparation of executive-level materials and portfolio reviews for senior leadership, clearly articulating risk, key issues, and sector trends
Lead and develop a team of portfolio managers, setting execution standards and ensuring consistent application of underwriting and portfolio management best practices
Act as a trusted advisor across the platform and a key thought partner to the Head of Portfolio Management in setting priorities, evolving the operating model, and driving team performance