Managing Director, Sponsors Portfolio Management
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: New York City • New York • North Carolina • United States
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Salary
💰 $215,000 - $355,000 per year
Job Level
About the role
- Provide senior leadership and oversight of financial and credit risk management for a portfolio of sponsor‑owned portfolio companies
- Own the end‑to‑end credit monitoring framework for the leveraged credit portfolio, including risk ratings, covenant compliance, watchlist governance, and early identification of emerging risks and problem credits
- Lead and review complex credit and financial analysis, industry assessments, and projection modeling to support informed risk and portfolio decisions
- Drive preparation of executive‑level discussion materials for leadership forums and engagement with independent risk partners
- Oversee coverage of client credit needs across core lending and related risk management products, including Interest Rate Swaps, FX, and operating exposure solutions
- Direct ad‑hoc borrower, sector, and portfolio‑level analyses to support strategic decisioning and risk mitigation
- Accountable for the quality and timely completion of annual reviews, portfolio status updates, and watchlist reporting
- Lead portfolio reviews and reporting for senior management, ensuring clear articulation of risk themes, concentrations, and trends
- Ensure consistent adherence to credit policies and procedures, embedding policy requirements into analysis, observations, and lending recommendations
- Act as a senior collaborator and trusted advisor to bankers, risk partners, and stakeholders across the platform
- Champion continuous development of portfolio management talent, risk discipline, and best practices across the team
Requirements
- 8+ years of Lending or Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
- Experience leading Portfolio Management within a Corporate & Investment Bank, with deep expertise in leveraged lending and sponsor‑backed portfolios
- Demonstrated senior‑level understanding of Investment Banking and Corporate Banking products, including Capital Markets, M&A, and complex loan underwriting structures
- Advanced credit acumen, including financial accounting, cash‑flow analysis, structuring considerations, and complex financial modeling for leveraged transactions
- Proven leadership capability, with a track record of operating effectively both independently and through teams, influencing outcomes across Banking, Risk, and senior stakeholders
- Executive‑level communication skills, with the ability to clearly articulate risk, credit views, and portfolio themes to senior management and governance forums
- Strong analytical judgment, with the ability to synthesize complex financial, industry, and risk information into clear, actionable recommendations
- High degree of ownership and accountability, with the initiative to proactively identify risks, escalate issues, and drive solutions
- Demonstrated ability to prioritize and execute in a fast‑paced, highly complex environment
- Sound judgment, with a consistent commitment to credit discipline and risk culture
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 risk managementprojection modelingcash-flow analysiscomplex financial modelingloan underwritingcovenant compliancerisk ratingsportfolio managementleveraged lending
Soft Skills
leadershipexecutive communicationanalytical judgmentcollaborationaccountabilityinitiativeprioritizationproblem-solvinginfluencestrategic decision-making