About this role:
Wells Fargo is seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The Renewables Portfolio Management is part of the Power, Utilities & Renewables sector within the broader Energy & Power group. The position will report to the Head of Portfolio Management – Energy & Power and be responsible for the execution of credit related functions and portfolio oversight on a portfolio of private and public companies. Underwriting and portfolio management of energy transition project finance structures is a critical component to this senior role.
The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Wells Fargo’s growing Renewables business is an integral part of the Power, Utilities & Renewables (“PUR”) group, providing financing, capital markets and advisory services to corporate clients. Our coverage universe includes renewable developers, independent power producers, infrastructure / private equity funds and utilities globally.
In this role, you will:
- Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio or public companies across the Energy Transition / Renewables sector
- 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
- Provide high touch portfolio monitoring, trending & analytics and aggregate reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners.
- Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
- Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed.
- Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
- Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
- Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members
- Ensure that all credit and risk monitoring is adequately performed and that internal reporting requirements are adequately and timely completed
- Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank’s existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks. Finalize recommendations for internal risk ratings
- Provide ongoing market intelligence to the team as to the Renewable sector and its main participants. Occasionally assign projects to junior team members to cultivate and deepen the team’s collective knowledge
- Involved with managing, mentoring and training junior team members.
- Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations, and Renewable Energy & Environmental Finance to achieve goals
Required Qualifications:
- 7+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- A BS/BA degree or higher
- 4+ years of experience in deal execution or portfolio management in renewables project finance, energy transition or tax equity sectors
- Strong analytical skills with high 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 Office Word, and PowerPoint skills
- Experience in assessing and modifying project finance models
- Knowledge of project finance credit agreements and structures
- Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
- Ability to multitask and work on several assignments, time management and prioritization skills
Job Expectations:
- Registration for FINRA SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Base Pay:
- $225,000
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
Posting Location:
- Charlotte, NC
- New York, NY
- Houston, TX
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$159,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
20 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.