Commercial Banking Portfolio Associate jobs at Wells Fargo in United States, New York
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Wells Fargo Senior Small Business Banking Relationship Manager LO United States, New Jersey
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
Participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners and senior peers. Review and analyze basic...
Managing and developing client coverage materials. Building financial models and supporting various financial analyses, including valuations and merger consequences. Performing comprehensive and in-depth company and industry research. Preparing presentations and...
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,...
Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners. Review and analyze complex multi-faceted, larger scale or...
Develop expertise on companies in the Power & Utilities sector. Write research reports on key company updates and industry themes. Create and update financial models and databases. Attend company and...
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function. Review basic or tactical...
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
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