Wells Fargo

Mid-Corporate Senior Financial Analyst

Wells Fargo$77K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of Mid-Corporate Portfolio Management or equivalent experience
  • Strong analytical skills for complex data analysis
  • Ability to perform in-depth financial statement analysis
  • Knowledge of debt and equity capital markets
  • Completion of a formal credit training program preferred
  • Underwriting experience is advantageous
  • Intermediate Microsoft Office skills, particularly in Excel
  • Excellent communication skills, both verbal and written
  • Experience with nCino is a plus
  • A BS/BA degree or higher

Responsibilities

  • Assist with underwriting and executing financing transactions
  • Analyze diverse financial documents and presentations
  • Research complex financial and credit information
  • Present transactions clearly to senior management
  • Review documentation to ensure compliance with policies
  • Contribute to company-wide strategic initiatives
  • Integrate AI tools into workflows for increased efficiency

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life and critical illness insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings programs
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

About this role:

Wells Fargo is seeking a Mid-Corporate PM Senior Financial Analyst in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West Region. Learn more about the career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums

  • Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)

  • Research complex financial and credit information for commercial businesses according to business unit standards

  • Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support

  • Review all pertinent documentation to ensure transactions are documented and approved per policy

  • Help with the development and execution of company-wide strategic initiatives, via specialized project work and/or assignments

  • 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:

  • 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

  • Completion of a formal credit training program

  • Underwriting experience

  • Intermediate 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


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

Locations:

  • 1800 Century Park E - Los Angeles, CA 90067

  • 1655 Grant St - Concord, CA 94520

  • 400 Capitol Mall - Sacramento, CA 95814

  • 299 S Main St - Salt Lake City, UT 84111

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.

$77,000.00 - $145,000.00

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:

9 Sep 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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