Vice President, Portfolio Management - TMT

Wells Fargo Bank•Charlotte, NC

4d•Onsite

About The Position

Wells Fargo is seeking a Vice President-level Portfolio Manager for the Technology, Media & Telecom (TMT) team within Corporate & Investment Banking. The role oversees credit-related functions for a portfolio of public and private companies and partners with Industry Coverage, IG Syndications, Leveraged Finance, Leveraged Underwriting, Macro, Global Payments & Liquidity, and Risk Management. The team covers companies across Software, Internet/Digital, Hardware, Semiconductor, Media & Telecom, Data & Analytics, and FinTech. The position manages credit aspects of the portfolio, performs detailed credit and financial analysis, and coordinates loan execution and documentation. It partners with senior bankers and product teams on portfolio oversight and client coverage, supports borrower and portfolio reviews, and may engage with clients as needed. The role also directly or indirectly manages, mentors, and trains junior team members and ensures adherence to Wells Fargo credit policies and procedures. This position is subject to FINRA background screening requirements. Candidates must pass a background check before hire and meet ongoing regulatory obligations, including periodic screening and mandatory reporting. Certain compliance policies may apply to outside activities and personal investing. Travel may be required up to 30% of the time. The role is posted in Charlotte, North Carolina.

Requirements

At least 5 years of experience in CIB Portfolio Management, or equivalent experience demonstrated through work experience, training, military experience, or education.
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 Word and PowerPoint skills.
Ability to assess and modify 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, manage time, and prioritize.
Must successfully complete and pass a background check before hire and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting.
Must meet applicable compliance policies regarding outside activities or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if hired.

Nice To Haves

At least 4 years of experience in deal execution or portfolio management in TMT-related subsectors.

Responsibilities

Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector.
Perform detailed credit, financial statement, and industry analysis, as well as projection modeling, to support portfolio monitoring, risk ratings, covenant compliance, watchlist updates, and identification of potential problem loans.
Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memoranda.
Partner with senior bankers to prepare and present portfolio updates to senior leadership, Risk Management, and coverage partners.
Work with Corporate Banking Relationship Management, Industry Coverage, 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 and operating exposure for cash management.
Engage with clients as needed.
Coordinate and partner with Independent Risk Management on borrower or portfolio needs.
Assist with coordination and preparation for borrower and portfolio reviews and responses to internal and external examinations.
Directly or indirectly manage, mentor, and train junior team members.
Adhere to Wells Fargo credit policies and procedures; review and interpret requirements and incorporate them into credit analysis, observations, and lending recommendations.