Healthcare Portfolio Manager - Analyst

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Nov, 2024Not Specified29 Aug, 2024N/AExcel,Projection,Training,Equity Capital Markets,Financial Statement Analysis,Financial Analysis,Interpersonal Skills,Modeling,Analytical SkillsNoNo
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Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.
It all begins with outstanding talent. It all begins with you.

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, 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, educatio

Desired Qualifications:

  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • A BS/BA degree or highe

Responsibilities:

Wells Fargo is seeking a Healthcare PM Analyst in Commercial Banking 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

In this role, you will:

  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Assist with credit analysis, industry and business risk analysis, and financial modeling and projections in support of loan structuring decision making activities and determining creditworthiness for Middle Market and Mid-Corporate sized companies
  • Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
  • Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
  • Collaborate 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 data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • A BS/BA degree or higher

Job Expectations:

  • Must be able to travel minimally


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Accounts Management

Graduate

Proficient

1

Charlotte, NC, USA