Wells Fargo

Portfolio Manager

Wells Fargo

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $167,000 - $260,000 per year

Job Level

Mid-LevelSenior

About the role

  • Manage, lead, and develop Mid-Corporate Portfolio Management projects and teams of individual contributors and managers in roles with low to moderate complexity and risk
  • Identify and recommend opportunities for process improvement and risk control development within Mid-Corporate Portfolio Management functional area
  • Make decisions and resolve issues regarding resources, objectives and operations of Mid-Corporate Corporate functional area and team to meet business objectives; interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
  • Collaborate with and consult with peers, colleagues, multiple levels of managers and external customers
  • Manage allocation of people and financial resources for Mid-Corporate Portfolio Management
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • Continue to underwrite complex credit and structure debt for clients with annual revenue of $100MM+.

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
  • 2+ years of Leadership experience
  • Tech Industry experience to assist in underwriting as additional job responsibilities.
  • Ability to think strategically and in a detailed manner.
  • Responsible for leading in a player / coach role.
  • Collaborating with Relationship Managers in Technology Banking Group, Senior Lead Portfolio Managers and Independent Risk Management to evaluate risk decisions and opportunities.
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100M+ in a Mid-Corporate Portfolio
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management
  • Experience developing and maintaining external and internal partnerships
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience identifying risk, ensuring compliance with processes, and mitigating risk issues
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor’s degree in accounting, finance, or business