Associate, Sponsors Portfolio Management

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Associate, Sponsors Portfolio Management

mid · Corporate Finance

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.

About this role:

Wells Fargo is seeking an 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 Associate, Sponsors Portfolio Management 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:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. 

• 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 Location:

• 500 West 33rd St. - New York, New York 10001

Base Pay:

• New York City-Pay Range: $125,000 - $175,000

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.

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:

*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.