Wells Fargo

Analyst, Corporate Banking - Banking Portfolio Strategy

Wells Fargo$100K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 6+ months of Corporate Banking Relationship Management experience or equivalent
  • Foundational understanding of wholesale credit, capital markets, and corporate lending
  • Familiarity with portfolio management practices and RWA methodologies
  • Experience working with large datasets or reporting/BI tools
  • Strong Excel skills for data analysis and financial calculations
  • Strong PowerPoint skills for creating executive-ready presentations
  • Excellent verbal, written, and interpersonal communication skills

Responsibilities

  • Monitor portfolio trends and industry exposures
  • Assist in regulatory reporting and limit tracking
  • Support review processes for the Banking portfolio
  • Create and maintain standardized reporting and dashboards
  • Analyze client and industry-level data for capital allocation
  • Produce polished presentations for senior management
  • Collaborate with cross-functional teams to enhance portfolio monitoring

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Adoption reimbursement
Full Job Description

About This Role

Wells Fargo is seeking an Analyst to support the BankingPortfolio Strategy team within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high‑quality insights and materials.

This unique opportunity provides exposure from a portfolio level risk management strategy as well as individualized credit review/alerts perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Capital Management, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management and strategic growth strategy.

This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in credit and portfolio strategy.

In This Role, You Will Support:

Banking Portfolio Strategy

  • Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes
  • Assist in regulatory reporting processes, limit framework tracking, and enterprise‑wide portfolio routines
  • Support review and control processes for the CIB-Banking portfolio

Analytics, Reporting & Presentation

  • Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality
  • Analyze client‑level, industry‑level, and portfolio‑level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management
  • Support production of polished, executive‑ready PowerPoint presentations for senior management, capital and risk committees, and cross‑functional forums
  • Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes

Cross‑Functional Collaboration

  • Partner with Underwriting, Capital Management, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews
  • Participate in cross‑functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure

Required Qualifications

  • 6+ months 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

  • Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
  • Familiarity with portfolio management practices and RWA methodologies
  • Experience working with large datasets or reporting/BI tools
  • Interest in developing expertise in portfolio strategy and credit risk
  • Strong Excel skills (modeling, financial calculations, data analysis)
  • Strong PowerPoint skills, with the ability to produce executive‑ready presentations
  • Strong analytical, problem‑solving, and organizational skills
  • Familiarity with AI prompting techniques
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work independently, manage multiple priorities, and collaborate across teams

Job Expectations

  • Visa sponsorship is not available ​
  • Willingness to work on-site in accordance with current office requirements
  • 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.
  • Registration for FINRA Series 63 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.

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

Pay Range
  • New York City-Pay Range: $100,000 - $110,000

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.

$90,000.00 - $150,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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:

16 Aug 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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