PAY RANGE

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$92,000.00 - $145,000.00

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

• 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Experience in sponsor finance at a commercial bank, investment bank or finance company
• Excellent proficiency in accounting and financial modeling
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-driven environmen

Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and executing new financing transactions within the software/technology vertical. 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.)
• Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)
• Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management
• 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
• Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams
• Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Required Qualifications:

• 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:

• Experience in sponsor finance at a commercial bank, investment bank or finance company
• Excellent proficiency in accounting and financial modeling
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-driven environment

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:

• 125 High Street - Boston, Massachusetts 02110
• 1800 Century Park East - Los Angeles, California 90067

Boston - Pay Range: $92,000-145,000
Los Angeles - Pay Range: $92,000-145,000