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.

Posting End Date:

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