Wells Fargo

Associate, Sponsor Credit - Technology Finance

Wells Fargo$92K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in Mid-Corporate Portfolio Management or equivalent experience
  • Experience in sponsor finance at a commercial or investment bank
  • Excellent skills in accounting and financial modeling
  • Strong attention to detail and analytical skills
  • Proficient verbal and written communication skills

Responsibilities

  • Assist a senior portfolio manager with portfolio management and credit underwriting
  • Engage with clients, including CEOs and private equity sponsors, for relationship management
  • Review and assist with legal diligence on credit agreements
  • Present financial analysis and credit evaluations to leadership
  • Participate in strategic initiatives and ad-hoc projects
  • Collaborate with internal partners and leverage AI tools to enhance efficiency

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave and critical caregiving leave
  • Tuition reimbursement and scholarships for dependent children
  • Adoption reimbursement
Full Job Description
In this role, you will:
  • In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
  • Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
  • Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
  • Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees. Develop strong and proficient written and verbal presentation skills
  • Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
  • Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices


Required Qualifications:
  • 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:
  • Experience in sponsor finance at a commercial bank, investment bank or finance company
  • Excellent proficiency in accounting and financial modeling
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Strong verbal and written communication skills
  • Ability to work in a fast-paced, deadline-driven environment


Job Expectations:
  • Ability to travel up to 10% of the time
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • 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
  • 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.


Locations:
  • 125 High St - Boston, MA 02110


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.
$92,000.00 - $145,000.00

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:

26 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

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Associate, Sponsor Credit - Technology Finance jobs: