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 .
Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits; providing coverage and execution for all investment banking solutions, including capital raising, subscription finance, and mergers & acquisitions (M&A).
About this role: Wells Fargo is seeking to hire Corporate Banking Associates to join the
Portfolio Management team within the Corporate & Investment Banking
Financial Institutions Group (FIG).
The
FIG Corporate Banking Associate - Portfolio Manager will be responsible for supporting credit and financial analysis, structuring and underwriting, risk assessment and monitoring, and oversight and active management of a portfolio of corporate clients and credit relationships. Portfolio Managers partner and collaborate closely with Relationship Managers, Credit Officers, Legal, Product Partners (Capital Markets, Treasury Management, Trade Finance), and internal stakeholders to ensure the bank appropriately assesses, structures, underwrites, and manages credit and risk exposures. Sector experience in Insurance, Insurance Services, Asset Management, Depository Institutions, and/or Market Structures is desired.
In this role, you will: - In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of insurance and insurance services clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
- Engage in regular interaction and relationship management with client executives and key client coverage stakeholders for an assigned portfolio
- Collaborate with internal partners in Corporate & Investment Banking to develop and execute on relationship plans and join meetings when relevant
- Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiations. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
- Regularly present credit and financial analysis to business leadership and Credit Officers in a variety of forums, including recurring portfolio management activities, portfolio reviews, pre-screen discussions and credit/approval committee forums. Develop strong and proficient written and verbal presentation skills
- Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
- Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness
- Mentor, coach, and instruct analysts, teaching best practices and credit fundamentals. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices
- Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks. Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit expectations. Participate in audits or examinations of assigned portfolio clients
Required Qualifications:- 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications: - 2+ years of relevant work experience in Corporate Portfolio Management or equivalent roles, including experience with supporting large corporate and/or financial institutions sector customers, lead roles in syndicated credit transactions, executing leveraged lending transactions, and participating in credit documentation negotiations
- Experience with credit underwriting and/or capital market products underwriting
- Strong credit, accounting, and technical skills
- 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 personal accountability
- Ability to prioritize work activities, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Acts with integrity, exhibits good character, and exercises sound judgement
Job Expectations: - Willingness to work on-site in accordance with current office requirements
- Visa Sponsorship is not available
- Registration for FINRA Series 63 (or 66) 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 Securities Industry Essentials (SIE) exam 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: - 550 S Tryon St. - Charlotte, North Carolina 28202
- 500 W 33rd St. - New York, New York 10001
- 90 S 7th St. - Minneapolis, Minnesota 55402
Pay Range: - Charlotte, North Carolina: $125,000 - $175,000
- New York, New York: $125,000 - $175,000
- Minneapolis, Minnesota: $125,000 - $175,000
Pay RangeReflected 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.
$100,000.00 - $196,000.00
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:13 Mar 2026
* Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
