Associate Manager, Brand and Music Publicity
Spotify
Senior Lead Corporate Portfolio Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • New York, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $159,000 - $305,000 per year
Job Level
Senior
About the role
- Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit strategy, transactions, and large-scale planning for highly complex Mid-Corporate initiatives, underwriting, and strategic credit activities, including those that are cross-functional and have broad impact
- Lead the strategy and resolution of highly complex and unique challenges across multiple areas, delivering solutions that are long-term, large-scale and require innovation, advance analytical and inductive thinking, coordination of highly complex activities and guidance to others, and deep understanding of nuanced legal, credit, and industry dynamics, including intangibles or unprecedented factors
- Demonstrate expertise in all levels of underwriting and act as primary lead for highly complex credit transactions, including acquisition finance, large bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management
- Provide vision, direction, and expertise to senior leadership on implementing decisions in complex, multi-faceted, and significant business solutions that are large-scale and cross-functional
- Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
Requirements
- 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Complex credit underwriting experience including advanced commercial Mid-Corp credit or specialty group relationship portfolio credit
- Experience in leading syndicated transactions
- Strong knowledge and understanding of debt and equity capital markets
- Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis
- Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
- Ability to understand, review and negotiate loan documentation
- Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
- Ability to work in a highly collaborative work environment
- Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
- Strong Microsoft Office skills, including using Excel for financial analysis and projection modeling
- BS/BA degree or higher (preferably major in Finance/Accounting)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Mid-Corporate Portfolio Managementcomplex credit underwritingcommercial financial statement analysissyndicated transactionsdebt capital marketsequity capital marketsloan documentation negotiationfinancial analysisprojection modeling
Soft skills
analytical skillsattention to detailself-motivationproblem solvingorganizational skillsmulti-taskingprioritizing skillscollaborationverbal communicationinterpersonal skills
