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Wells Fargo

Analyst, Corporate Banking - Industrials Portfolio Management

Reposted An Hour Ago
Be an Early Applicant
Hybrid
New York, NY
90K-150K Annually
Junior
Hybrid
New York, NY
90K-150K Annually
Junior
Supports credit underwriting and portfolio monitoring for Wells Fargo’s Industrials corporate banking portfolio. Responsibilities include financial statement, industry, and projection analysis; preparing credit memoranda and leadership materials; supporting client credit needs, deal closings, and ad hoc portfolio analysis; and applying credit policies. The role requires collaboration with senior bankers and risk partners, ongoing training, FINRA licensing, background screening, and compliance with financial industry regulations.
The summary above was generated by AI
Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About this role:
Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. The Analyst will be focused on supporting the credit underwriting and portfolio monitoring of Wells Fargo's Industrials portfolio.
In this role, you will:
  • Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to ensure accurate and timely monitoring of assigned portfolio
  • Partner with senior portfolio managers and assigned deal teams on the preparation of credit memorandums
  • Prepare discussion material for internal presentations with leadership and risk partners
  • Support client needs related to credit and related products
  • Completion of ad-hoc borrower and/or portfolio analysis
  • Apply credit policies and procedures and incorporate requirements into credit analysis, observations, and recommendations
  • Assist with deal closings
  • Collaborate and consult with peers, internal partners, stakeholders, and senior bankers
  • Complete periodic professional development training as scheduled

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:
  • Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university
  • Understanding of corporate finance principles and capital structuring issues
  • Strong financial modeling, credit, accounting and technical skills with high attention to detail and accuracy
  • Experience reviewing, checking or supervising the work of junior team members
  • Strong verbal, written, and interpersonal communication skills
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast paced and complex environment
  • High level of initiative and accountability
  • Collaborative mindset and ability to work with team members who are in different locations
  • Ability to act with integrity, good character and exercise sound judgement

Job Expectations:
  • Visa sponsorship not available
  • Registration for FINRA Series 63 (or 66) 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
  • 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
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

Posting Locations:
  • 550 S Tryon St. - Charlotte, North Carolina 28202
  • 500 West 33rd St. - New York, New York 10001

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 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:
27 Oct 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
HQ

Wells Fargo San Francisco, California, USA Office

420 Montgomery St, San Francisco, CA, United States, 94103

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