Vice President, Portfolio Management - TMT

Wells Fargo•Charlotte, NC

6d•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 and portfolio risk for private and public companies, partnering with industry coverage, syndications, leveraged finance and underwriting, macro, global payments and liquidity, and risk management teams. The TMT portfolio includes companies in software, internet/digital, hardware, semiconductors, media and telecom, data and analytics, and FinTech. The position manages credit analysis and execution, supports client coverage and credit-product needs, coordinates with independent risk management, and contributes to borrower and portfolio reviews. It also includes mentoring junior colleagues and ensuring adherence to Wells Fargo credit policies and procedures. The position is based at 550 S Tryon St., Charlotte, North Carolina, and may require travel up to 30% of the time. Pay range: $225,000–$225,000. The role is subject to FINRA background-screening and ongoing regulatory requirements.

Requirements

At least 5 years of experience in CIB Portfolio Management, or equivalent demonstrated through work experience, training, military experience, education, or a combination thereof.
Strong analytical skills and 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.
Experience 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, manage time, and prioritize.
Successful completion of a background check before hire and compliance with ongoing regulatory obligations, including applicable periodic screening and mandatory incident reporting.
Compliance with applicable policies concerning outside activities or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if required.

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 credit, financial statement, and industry analysis, along with 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.
Partner 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 Industrials Independent Risk Management on borrower and 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 policies and incorporate requirements into credit analysis, observations, and lending recommendations.
Meet applicable risk and compliance obligations, including monitoring, escalation, remediation, and sound risk decision-making.
Travel up to 30% of the time.