CHARLOTTE, NC, United States of America
10 hours ago
Healthcare Portfolio Manager - Analyst

About this role:

Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking


In this role, you will:

Research complex financial and credit information for commercial businesses according to business unit standardsAssist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies. loan structuring decision making activities and determining creditworthiness for Middle Market and Mid-Corporate sized companiesExercise independent judgement while developing understanding of function, policies, procedures, and compliance requirementsGeneral responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationshipsSpecifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviewsCollaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships


Required Qualifications, US:

2+ years of Commercial Banking 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 dataAbility to perform in depth commercial financial statement analysisKnowledge and understanding of debt and equity capital marketsUnderwriting experienceIntermediate Microsoft Office skills, including using Excel for financial analysis and projection modelingExcellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident mannerA BS/BA degree or higher

Job Expectations:

Ability to travel up to 10% of the timeThis position does not support Visa SponsorshipAbility to work a hybrid work scheduleSpecific 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:

550 S Tryon St, Charlotte, NC 28202

Posting End Date: 

22 Jul 2025

*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.

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