Hybrid Senior Mid-Corporate PM Associate – Portfolio Manager

Posted 2 months ago

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About the role

  • Mid-Corporate PM Associate at Wells Fargo providing research and underwriting for complex private banking relationships. Collaborating with teams to resolve issues and lead projects in Commercial Banking.

Responsibilities

  • Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
  • Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
  • Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a mentor for less experienced individuals

Requirements

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
  • Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
  • Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher

Benefits

  • 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

Job title

Senior Mid-Corporate PM Associate – Portfolio Manager

Job type

Experience level

Senior

Salary

$100,000 - $196,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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