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Grt Product Execution Implementation Manager jobs at Wells Fargo in United States, Charlotte

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Charlotte
179 jobs found
17.09.2025
WF

Wells Fargo Sponsor Credit Mid-Corporate Portfolio Manager Senior Analys... United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Description:


In this role, you will:

  • Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
  • Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants.
  • Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
  • Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
  • Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation.
  • Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale.
  • Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
  • Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.


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:

  • Proficiency in accounting principles, financial statement analysis, and financial modeling.
  • Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions.
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Strong written and verbal communication skills.
  • Ability to work in a fast-paced, deadline-driven environment
  • Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
  • Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)


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:

  • 550 S Tryon - Charlotte, NC

23 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
16.09.2025
WF

Wells Fargo Sponsor Credit Senior Mid-Corporate Portfolio Manager United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Description:

About this role:

As an Associate on the Sponsor Credit team, you will support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage. This role offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment, with a focus on supporting the private equity sponsor ecosystem and driving loan growth.


In this role, you will:

  • Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
  • Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants
  • Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
  • Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
  • Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
  • Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
  • Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
  • Mentor junior analysts: provide training, guidance, and feedback to support their development and strengthen team capabilities


Required Qualifications, US:

  • 4+ 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 with complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
  • Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
  • Well-versed in credit documentation, including term sheets, credit agreements, and intercreditor provisions
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
  • Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)


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:

  • 550 S Tryon - Charlotte, NC 28202

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

16.09.2025
WF

Wells Fargo CIB Markets Operations - Business Execution United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility. Engage functional leaders...
Description:


In this role, you will:

  • Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility
  • Engage functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo's policies and business line objectives
  • Identify potential risks when implementing change along with developing mitigation strategies and plans
  • Recommend opportunities for Business Execution process improvement
  • Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables
  • Interpret procedures and processes, and provide leadership to strategize and execute a variety of programs, services, and initiatives that are significant in scope, complexity, and risk
  • Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business
  • Manage allocation of people and financial resources for Business Execution
  • Develop and guide a culture of talent development to meet business objectives and strategy


Required Qualifications:

  • 6+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years Management or leadership experience


Desired Qualifications:

  • Partner with Operations and Technology to build and deliver multiyear operational strategy supporting centralized Markets cash movements and funding functions.
  • Experience managing large scale transformational initiatives, including automation and platform modernization
  • Operations knowledge and experience with Capital Markets , Funding and Cash management, SWIFT Industry initiatives, Wire payments
  • Experience with Prime, Securities Operations/Broker Dealer processes and/or applications and systems
  • Working with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across the change portfolio
  • Exceptional relationship building skills with demonstrated ability to collaborate, negotiate and influence decision making
  • Ability to exercise independent judgment, critical thinking, and resourcefulness to identify and resolve problems and incidents
  • Ability to work effectively, prioritize work, and meet deadlines in a matrixed and dynamic team environment, across all organizational levels with flexibility, collaboration, and adaptability
  • Advanced verbal, written, and interpersonal communication skills with demonstrated experience engaging and influencing stakeholders, and creating concise communications to senior leaders
  • Aptitude to structure multiple tasks, work in an organized manner under pressure and time constraints

Job Expectations:

  • This position offers a hybrid work schedule at the locations listed
  • This position is not eligible for Visa sponsorship
  • This position is not eligible for relocation

Pay Range

$139,000.00 - $217,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

21 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

16.09.2025
WF

Wells Fargo ServiceNow Platform Release Senior Manager United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Direct and manage the full lifecycle of change and release management on the ServiceNow platform, from initial planning and risk assessment to approval, and post-implementation review, spanning complex modules and...
Description:

In this role, you will:

  • Direct and manage the full lifecycle of change and release management on the ServiceNow platform, from initial planning and risk assessment to approval, and post-implementation review, spanning complex modules and numerous engineering teams.

  • Develop and deliver training or documentation to ensure all teams understand change management policies and platform governance standards.

  • Facilitate effective communication among stakeholders, including Product, Engineering and Platform teams ensuring alignment and timely resolution of issues.

  • Plan, schedule, and coordinate highly complex platform upgrades involving multiple teams and tenants.

  • Resolve dependencies and conflicts using established escalation pathways to maintain uninterrupted business operations.

  • Develop, document, and continuously improve change management procedures and best practices. Identify opportunities to automate aspects of the release process, such as automated testing or deployment pipelines, to improve efficiency and reliability.

  • Ensuring all release and change management processes meet regulatory SDLC and ECM requirements.

  • Conduct risk assessments for large scale/high risk changes and recommend mitigation strategies for complex or high-impact initiatives.

  • Maintain the platform release calendar, communicate enterprise freeze periods, review exception requests, and ensure all teams are informed of scheduled changes.

  • Oversee the permit-to-deploy process by reviewing and making decisions on change requests submitted by platform teams.

  • Prepare and distribute clear change notifications, status updates, and post-change reports to relevant stakeholders.

  • Analyze process metrics to identify opportunities for improvement and foster best practices across the ServiceNow environment.

  • Establish mechanisms to gather feedback from end users and stakeholder using that data to enhance future release processes.

  • Collaborate with incident management, platform support and platform engineering teams to connect incidents to root causes, driving continuous improvement.

Required Qualifications:

  • 6+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 5+ years of release management experience

  • 3+ years of management or leadership experience

Desired Qualifications:

  • Ability to be a people leader + ‘player coach’ who leads people and rolls up their sleeves to guide optimal release planning

  • Ability to understand the architecture and impacts of work across multiple platforms

  • Ability to articulate potential release collision points and critical dependencies across multiple product areas (or products)

  • Ability to see the full system of a product, and help others see the same

  • Experience making timely and fact-based recommendations while working in a fast-paced and results driven environment

  • Facilitation skills – particularly within a software development environment leveraging understanding of architecture and platform constructs

  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

  • Excellent verbal, written, and interpersonal communication skills

  • Experience with Agile tools, such as Jira and Jira Align

  • Ensure transparency and clarity across the product on the synchronization of release events, including but not limited to the iterative development of feature roadmap(s), to help the team recognize potential dependencies and conflicts.

Job Expectations:

  • This position offers a hybrid work schedule - ability to work in office

  • This position is not eligible for Visa sponsorship

  • Relocation assistance is not available for this position

Pay Range

$159,000.00 - $305,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

19 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

16.09.2025
WF

Wells Fargo Sponsor Credit Lead Mid-Corporate Portfolio Manager United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Underwrite new transactions either as part of a team alongside a lead underwriter or as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom,...
Description:


In this role, you will:

  • Underwrite new transactions either as part of a team alongside a lead underwriter or as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
  • Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants
  • Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
  • Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
  • Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
  • Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
  • Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
  • Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities


Required Qualifications:

  • 5+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
  • Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
  • Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
  • Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
  • Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

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:

  • 550 S Tryon - Charlotte, NC 28202

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

16.09.2025
WF

Wells Fargo Senior Business Execution Consultant - United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Work with Data Management Operations (DMO) teammates to define and implement a Commercial Business Operations (CBO) Data Management Operations process and playbook. Track and report data management requests, issues, defects...
Description:


In this role, you will:

  • Work with Data Management Operations (DMO) teammates to define and implement a Commercial Business Operations (CBO) Data Management Operations process and playbook
  • Track and report data management requests, issues, defects and provide status and risks/mitigants of work items
  • Facilitate Data Management Operations (DMO) team meetings and capture action items and follow up as needed
  • Work with Data Management Operations (DMO) teammates to support status reporting, senior management, risk, and other status reporting
  • Represent Data Management Operations (DMO) in various project / program forums


Required Qualifications:

  • 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 3+ years project management experience.
  • Ability to manage competing priorities and associated risks.
  • Good relationship / network building skills. Ability to coordinate and collaborate with Operations Subject Matter Experts (SME), Commercial Bank Lending FRY14 Program, and Oversight teams on defect / issue remediation and Operations process improvements.
  • Willingness to learn Commercial Banking Operations (CBO) organization, processes, and applications and interaction
  • Candidate should be initiative-taking, organized, and have excellent written / verbal communications skills. Ability to develop presentations.
  • Candidate should have strong critical thinking / problem-solving skills and intellectually curios to dive in and help fix issues.
  • Wholesale Loan product, operations processing experience / knowledge and related systems (e.g., LIQ/AFS) required
  • Proficient in Microsoft product suite of tools including Excel, PowerPoint, and SharePoint
  • Process management, data management regulatory reporting experience, a plus


Job Expectations:

  • Ability to work a hybrid schedule of 3 days in office / 2 days remote
  • Willingness to work on-site at stated location on the job opening.
  • This position is not eligible for Visa sponsorship.

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

15.09.2025
WF

Wells Fargo Banking Operations Transformation – Business Execution Execu... United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Articulating a unified transformation vision for Banking Operations—defining what we aim to achieve, why it matters, and how it drives value;. Aligning transformation goals with business strategy, establishing a clear...
Description:

The Role

This role is responsible for:

  • Articulating a unified transformation vision for Banking Operations—defining what we aim to achieve, why it matters, and how it drives value;
  • Aligning transformation goals with business strategy, establishing a clear roadmap and executing delivery in partnership with key partner (incl. Technology);
  • Ensuring that all initiatives are purpose-driven and powered by advanced technologies, accelerating innovation and maximizing operational excellence.

Responsibilities include:

  • Build and lead a high-performing Transformation Office, establishing routines that ensure transparency, track deliverables, monitor key metrics, and manage risk.
  • Leverage advanced technologies to drive transformation, fostering innovation, operational excellence and scalable growth.
  • Assess program interdependencies and frame complex decisions, balancing business and technology tradeoffs to provide clarity to executive leadership.
  • Foster a culture of trust, accountability, innovation, and transparency, enabling Banking Operations to successfully adopt and evolve transformational changes.
  • Deliver executive-level transparency and oversight, through strategic networking, presentations, and reporting to senior leadership and regulatory bodies..

Required Qualifications:

  • 8+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • 4+ years of management experience.

Desired Qualifications:

  • Seasoned senior leader demonstrating progressive responsibility in leadership positions with strong customer & digital leadership experience, including operational experience.
  • Demonstrated a strong history of execution, exceptional business acumen and critical thinking, proven ability to lead change in a large-scaled and complex organization, and experience with cutting-edge technology (GenAI, ML).
  • Experience leading large, complex, cross-functional programs in a fast-paced, complex, and dynamic environments.
  • Experience building and delivering transformational roadmaps, inclusive of people, process, systems, and technology.
  • Expert cutting-edge technical aptitude and proven execution, driving Automated Intelligence and Machine Learning to deliver meaningful outcomes .
  • Ability to manage effectively in a matrixed organization, create a strong collaborative environment, develop partnerships with many business and functional areas across Wells Fargo.
  • Effective relationship management and the ability to influence and create an environment that fosters collaboration and credible challenge across multiple levels of the organization.
  • Strong communication skills, both verbal and written; effective in communication across variety of audiences and constituencies, including executive management.
  • Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions.
  • Ability to understand operational impacts of technical decisions; able to translate to both technical and non-technical teams.
  • Proven change leader with the ability to drive multiple work streams at once as an “influencer”, driving results; operational experience a plus.
  • Background and passion for talent development and models the value of an inclusive workplace .
  • “Roll up your sleeves hands- on” leadership style with strong bias for action.
  • Demonstrated experience in customer-centric design/ journey mapping & current technology practices (Agile, Cloud Computing/SaaS, Analytics & Data Management, etc.) is desired.
  • Effectivedecision-making/criticalthinking/problem solving skill that is execution-focused and results oriented.
  • Self-directed, results driven, and comfortable with ambiguity; i.e.; comfortable taking a vague initiative and creating a definitive plan.
  • Strong ability to maintain a strategic perspective while managing detailed tasks.

Pay Range

$250,000.00 - $420,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

21 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Description:


In this role, you will:

  • Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
  • Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants.
  • Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
  • Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
  • Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation.
  • Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale.
  • Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
  • Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.


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:

  • Proficiency in accounting principles, financial statement analysis, and financial modeling.
  • Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions.
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Strong written and verbal communication skills.
  • Ability to work in a fast-paced, deadline-driven environment
  • Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
  • Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)


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:

  • 550 S Tryon - Charlotte, NC

23 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
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