About this role:

Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. This role is part of the Corporate Banking Early Career Program.

Corporate Banking Overview:

Corporate Banking serves our clients by using the Wells Fargo balance sheet to finance our clients’ day-to-day corporate activities as well as strategic activity, including mergers & acquisitions. Corporate Bankers cover both large corporate and middle market clients through the CIB platform and are also responsible for generating ideas and solutions across Wells Fargo’s suite of products and services. Our Corporate Bankers meet regularly with Wells Fargo clients regarding Debt Financing and Treasury Management strategies among other banking products that Corporate Treasurers look to us to provide. Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis, and ultimately provide or help source any debt financing needs.

Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance, and M&A teams to deliver Corporate and Investment Banking solutions to our clients. The CIB Coverage Industry verticals include:

Banks Americas

Consumer & Retail

Energy & Power

Financial Institutions Group

Healthcare

Industrials

Technology, Media & Telecommunications

Sponsors Portfolio Management

What the Program Offers:

Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients.

Key responsibilities that Analysts may participate in include:

Performing company and industry research;

Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks;

Assisting in the preparation of credit underwriting materials and presentations for approval;

Assisting with deal closings;

Preparing client marketing materials utilizing Excel and PowerPoint presentation skills;

Support the management of new and existing client relationships through detailed credit underwriting, financial analysis and projection modeling, and the ongoing monitoring of industry trends, market activity, and company news

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

Ideal Candidate for this role:

Outstanding problem solving and decision-making skills

Strong analytical skills with high attention to detail and accuracy

Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

Ability to interact with integrity and a high level of professionalism with all levels of team members and management

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Energetic self-starter who proactively takes initiative, remains curious, and has a genuine interest in learning and growth

Required Qualifications:

6+ months of Corporate Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Analysts must demonstrate a combination of academic aptitude, quantitative skills, and personal motivation. It is strongly preferred that your background includes:

Strong understanding of credit skills, financial accounting, and financial modeling

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

Posting Locations:

550 S. Tryon St., Charlotte, NC

Pay Range:

Charlotte: $100,000 - $110,000 Annually

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

Job Expectations:

Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted

Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, 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 review process at the time of offer acceptance.

Posting End Date: 

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.