Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About this role:
Wells Fargo is seeking a Corporate Banking Associate within Sponsors Portfolio Management as part of the Corporate & Investment Banking team. Learn more about our career areas and lines of business at wellsfargojobs.com.
The Sponsors Portfolio Management - Associate position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of private equity-backed corporate credit relationships. This role partners closely with Coverage, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure.
In this role, you will:
Participate in underwriting new and existing credit facilities, including financial and credit analysis, risk identification, and recommendation of risk ratings
Conduct detailed financial modeling, sensitivity analysis, capital structure evaluation, and industry/market research
Prepare credit approval packages, underwriting memoranda, and credit committee materials
Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks
Mentor analyst-level team members, teaching best practices and credit fundamentals
Support execution of transactions, including screening, structuring, due diligence, and material preparation
Coordinate with internal partners (Legal, Risk, Investment Banking, Treasury) to facilitate loan closings and documentation
Engage with clients to obtain required deliverables, discuss loan documentation, and support transactional execution
Support Relationship Managers and Coverage with portfolio insights, client requests, and follow‑up items
Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit requirements
Maintain documentation quality and participate in audits or examinations as needed
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 portfolio management CIB Portfolio Management experience, including experience with leveraged lending
Corporate lending, sponsors or leveraged finance experience is a plus
Experience within credit underwriting and/or capital market 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 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:
Registration for 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
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
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.
Posting Locations:
500 West 33rd St. - New York, New York 10001
550 S Tryon St. - Charlotte, North Carolina 28202
New York City-Pay Range: $125,000-$175,000
