Job Description
About this role:
Wells Fargo is seeking a Corporate Banking Associate to join our Sponsors Portfolio Management team. This team partners with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support.
In this role, you will:
Supporting senior PM with financial, industry 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
Completion of ad-hoc borrower and/or portfolio analysis
Preparation of annual reviews, status updates, watch list updates, portfolio review material 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
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, experience with leveraged lending, experience with Sponsor Portfolio management
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
Additional Compensation Details:
Base Salary - $125,000-$135,000
Posting Locations:
550 S. Tryon St., Charlotte, NC
500 W 33rd St, New York, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
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:
27 Jul 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
Wells Fargo is seeking a Corporate Banking Associate to join our Sponsors Portfolio Management team. This team partners with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support.
In this role, you will:
Supporting senior PM with financial, industry 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
Completion of ad-hoc borrower and/or portfolio analysis
Preparation of annual reviews, status updates, watch list updates, portfolio review material 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
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, experience with leveraged lending, experience with Sponsor Portfolio management
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
Additional Compensation Details:
Base Salary - $125,000-$135,000
Posting Locations:
550 S. Tryon St., Charlotte, NC
500 W 33rd St, New York, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
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:
27 Jul 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Banking Associate - Sponsors Portfolio Management position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
