Wells Fargo

Portfolio Management Analyst

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • North Carolina • United States

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Salary

💰 $90,000 - $150,000 per year

Job Level

Junior

About the role

  • Support senior staff with financial and credit analysis for assigned portfolio of portfolio companies with Sponsor ownership
  • Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
  • Partner with senior portfolio managers on final credit memos, nCino and loan documentation
  • Prepare discussion material for internal presentations with leadership and risk partners
  • Support client needs related to credit and related products such as Interest Rate Swaps, FX and Operating Exposure
  • Complete ad-hoc borrower and/or portfolio analysis
  • Preparation of annual reviews, status updates, watch list updates, etc.
  • Assist senior portfolio managers with portfolio reviews and portfolio reporting
  • Adherence to credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
  • Collaborate and consult with peers, internal partners and stakeholders and senior bankers
  • Complete periodic professional development training as scheduled

Requirements

  • 6+ months of Corporate Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 6+ months of CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management
  • Basic understanding of investment banking and corporate banking, including Capital Markets, M&A, and loan underwriting
  • Strong grasp of credit skills, financial accounting and financial modeling
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Strong verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • High level of initiative and accountability
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to act with integrity, good character and exercise sound judgement
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 & Tools
financial analysiscredit analysisfinancial statement analysisprojection modelingcredit memosportfolio managementfinancial accountingfinancial modelingleveraged lendingloan underwriting
Soft Skills
communication skillsanalytical skillsattention to detailinitiativeaccountabilityteamworkintegrityjudgmentability to prioritizeability to work under pressure