Corporate Debt Finance Portfolio Management Analyst

at  Wells Fargo

Wells Fargo is seeking a Portfolio Management Analyst to join our Corporate Debt Finance team. The Corporate Debt Finance (CDF) team provides capital to asset managers and other non-bank financial institutions through structured credit facilities and capital market transactions. This position supports the reporting function, collateral management, and database management for the CDF team. Candidate will assist with various responsibilities of the team (as shown below)

Collateral Management

• Accessing client reports including monthly reports and financial statements
• Reviewing borrowing bases for compliance with loan covenants and reviewing quality / data integrity of information received from clients
• Checking adequacy of collateral provided to our trustees

Database Management

• Maintaining/populating certain aspects of team’s database and publishing reports as needed
• Assisting with data integrity exercises to ensure accuracy across team’s systems reporting
• Collating data for different types of reporting done by our team

Required Qualifications

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

Desired Qualifications

• 1+ years in a collateral management, database management or reporting role
• Computing skills, particularly advanced Excel knowledge (VBA, macro writing, pivot tables, task simplification and automation etc.)
• Strong technical and analytical skills including financial analysis with high attention to detail
• Effective organizational, multi-tasking, and prioritizing skills
• Solid problem solving and decision-making skills
• High level of personal motivation; strong interpersonal, written and verbal skills needed.
• Must be a self-starter, able to work in a fast-paced production environment and juggle a variety of tasks both independently and as part of a team
• A bachelor’s degree or higher in business administration, economics, finance, or related field

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

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

Please refer the Job description for details