Sponsor Credit Senior Mid-Corporate Portfolio Manager
About The Position
Wells Fargo is seeking a Sponsor Credit Senior Mid-Corporate Portfolio Manager in Specialized Industries for the Commercial Bank. As an Associate on the Sponsor Credit team, you will support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies 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 supporting the private equity sponsor ecosystem and driving loan growth.
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
- Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
- Well-versed in credit documentation, including term sheets, credit agreements, and intercreditor provisions
- 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
- Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
- Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)
Nice To Haves
- Experience with complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
Responsibilities
- Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO 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
- 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
- Mentor junior analysts: provide training, guidance, and feedback to support their development and strengthen team capabilities
Benefits
- Information will be shared about expectations during the recruitment process
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
