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Corporate Banking Associate - TMT Portfolio Management

Wells Fargo
Wells Fargo Salary
CHARLOTTE, NC Full Time
POSTED ON 12/11/2024
AVAILABLE BEFORE 2/11/2025

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 

About this role:

Wells Fargo is seeking a Corporate Banking Associate as part of the Technology, Media, and Technology (TMT) Corporate & Investment Banking team.  Learn more about our career areas and lines of business at wellsfargojobs.com.

The TMT Associate Corporate Banking Portfolio Management position will be responsible for supporting the underwriting and portfolio management of a broad range of corporate and investment banking solutions to a diverse group of companies in the TMT portfolio.

This role will also support Corporate Banking Relationship Managers who are responsible for developing and maintaining strategic relationships with a broad range of corporate clients and delivering the full platform of Wells Fargo’s capabilities including Debt & Equity Capital Markets, Leveraged Finance, M&A related Acquisition Finance, Treasury Management, Macro solutions, Global Receivables & Trade and Credit.  This position requires an Associate that is capable of supporting more senior Relationship Managers driving the business and developing complex relationships. The successful candidate should have a proven ability to develop internal and external relationships, and have some relevant corporate banking experience. Technology, Media, and Technology sector experience is a plus. 



In this role, you will:

  • Participate in structuring and executing transactions and supporting more senior staff with financial and credit analysis for assigned portfolio of loans within Corporate Banking Relationship Management functional area
  • Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
  • Represent the bank in developing and maintaining relationships with smaller or less complex clients
  • Present recommendations for growing and maintaining a portfolio of profitable clients in assigned market through pro-active, strategic and consistent business development and client retention
  • Perform or guide credit underwriting work of peers in accounting for all risk factors and providing risk rating recommendations
  • Collaborate and consult with peers, internal partners and stakeholders, including clients
  • Support the development and ongoing management of relationships with the most important and financially complex clients
  • Initiate and maintain strategic dialogue with clients and prospects to deliver the full suite of WF products and services including, but not limited to credit, capital markets, treasury management, macro solutions, global receivables & trade, and ABF
  • Manage direct client interaction, including directing and coordinating execution of transactions with key product partners
  • Provide support to leadership on implementing innovative and significant business solutions


Required Qualifications:

  • 2 years of Corporate Banking Portfolio 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 or equivalent, including experience with leveraged lending
  • 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 FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire.
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
  • 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.

Posting End Date: 

13 Dec 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.


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