Vice President, Portfolio Management - TMT

Wells Fargo Bank•Charlotte, NC

14h•Onsite

About The Position

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Wells Fargo is seeking a Vice-President level Portfolio Manager for the Technology, Media & Telecom (TMT) team within Wells Fargo Corporate & Investment Banking. This TMT Lead CIB Portfolio Manager will partner with Industry Coverage, IG Syndications, Leveraged Finance, Leveraged Underwriting, Macro, Global Payments & Liquidity, and Risk Management to oversee the execution of credit related functions and oversight on a portfolio of private and public companies. The TMT team manages relationships with leading global companies that operate within a wide variety of sub-sectors, including Software, Internet/Digital, Hardware, Semiconductor, Media & Telecom, Data & Analytics, and FinTech.

Requirements

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

4+ years of experience in deal execution or portfolio management in TMT related subsectors
Strong analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
Excellent verbal, written, and interpersonal communication skills
High level of initiative and accountability
Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
Experience in assessing and modifying projection models
Strong knowledge of credit agreements and structures
Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
Ability to multitask, time management and prioritization skills

Responsibilities

Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos
Partner with senior bankers to prepare and present portfolio updates to senior leadership, risk management and coverage partners
Partner with Corporate Banking Relationship Management, Industry Coverage and Debt Capital Markets Bankers, and other product partners to support client coverage needs related to credit products.
Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management.
Engage with clients as needed
On-going coordination and partnership with Industrials Independent Risk Management related to borrower and/or portfolio needs
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Directly or indirectly manage, mentor and train junior team members
Responsible for adherence to all Wells Fargo credit policies and procedures.
Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations