Sponsors Portfolio Management - Analyst

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. Learn more about the career areas and lines of business at wellsfargojobs.com. 

About this role:

Wells Fargo is seeking a Corporate Banking Analyst to join the Sponsors Portfolio Management team in CIB as part of Banking. This role supports the underwriting, ongoing monitoring, and active management of a portfolio of corporate credit relationships, with a focus on ensuring prudent risk management and disciplined execution.

The Analyst will work in close coordination with the Financial Sponsors Coverage Group, Leveraged Underwriting, Credit Officers, Product Partners (including Capital Markets, Treasury, and Risk), and other internal stakeholders to support credit-related execution and portfolio oversight. This position is well suited for a candidate with strong analytical skills, attention to detail, and an interest in corporate credit and portfolio management. Experience with Financial Sponsors or Leveraged Finance is a plus.

In this role, you will:

• 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

Required Qualifications:

• 6+ months of Corporate Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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Desired Qualifications:

• 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

Job Expectations:

• Ability to travel up to 10%
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• Visa sponsorship is not available
• 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.
• Registration for FINRA Securities Industry Essentials (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.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of 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.

Location:

• 500 W 33rd St. - New York, New York 10001
• 550 S Tryon St. - Charlotte, North Carolina 28202

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$90,000.00 - $150,000.00

Posting End Date:

8 Mar 2026

*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.