In this role, you will:

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize financial models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.

• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants

• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis

• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure

• Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation

• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale

• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy

• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency

Required Qualifications, US:

• 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:

• Proficiency in accounting principles, financial statement analysis, and financial modeling

• Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions

• Strong analytical skills, with heightened attention to detail and accuracy

• Strong written and verbal communication skills

• Ability to work in a fast-paced, deadline-driven environment

• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures

• Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)

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

Job Locations:

• 333 S Grand Ave - Los Angeles, CA 90071

• 3800 Howard Hughes Pkwy - Las Vegas, NV 89169

• 1000 Louisiana St - Houston, TX 77002

• 1700 Lincoln St - Denver, CO 80203

May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

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.