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.
$119,000.00 - $224,000.00

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:

• 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to navigate within a large and complex organization
• Experience building partnerships and consulting effectively with leadership
• Strong communication and presentation skills
• Strong credit and technical skill

Wells Fargo is seeking a Lead CIB Portfolio Manager to join its Sponsor Portfolio Management team formed to support Wells Fargo’s growing Financial Sponsor business. Team will partner with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support. Portfolio will consist of portfolio company exposures across Technology, Media and Telecom, Industrials, Healthcare, Consumer & Retail, and Financial Institutions.

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio companies across multiple industries. VPs will have an assigned portfolio as the primary Portfolio Manager.
• Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
• Partner with Leverage Underwriting and Sponsor Coverage to execute on final credit memos and loan documentation
• Prepare and present portfolio updates as needed to senior leadership, risk management and coverage partners.
• Partner with Sponsor Coverage, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed.
• Assist with credit process for refinances and amendments, as needed, in partnership with Sponsor Coverage and Leveraged Underwriting
• On-going coordination and partnership with Sponsor Independent Risk Management related to borrower and/or portfolio needs
• Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
• Train and mentor team Associates and Analysts
• Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

Required Qualifications:

• 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to navigate within a large and complex organization
• Experience building partnerships and consulting effectively with leadership
• Strong communication and presentation skills
• Strong credit and technical skills

Posting Locations:

• 500 W 33rd St., New York, NY
• 550 S Tryon St., Charlotte, NC

Base Pay:

• Base pay range for this position in New York City is $175,000-$200,000May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

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