Senior Mid-Corporate Portfolio Manager

Wells Fargo & CompanyLos Angeles, CA
Hybrid

About The Position

Wells Fargo is seeking a Gaming Senior Mid-Corporate Portfolio Manager to join the Commercial Banking group, specifically on the Specialized Industries – Gaming team. This role is a key member of deal teams, responsible for providing research, analysis, and underwriting to formulate recommendations for extending credit and monitoring existing credit relationships. It offers an opportunity to work with a leading lender in the industry.

Requirements

  • 4+ 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

  • Proficiency in accounting principles, financial statement analysis, and financial modeling
  • Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Strong written and verbal communication skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
  • Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Responsibilities

  • Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize financial models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
  • Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants.
  • Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
  • Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
  • Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation.
  • Portfolio Management: produce quarterly 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.
  • Monitor market and macro trends: 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.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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