דרושים Front Office Credit - Spg Quant Vp ב-Wells Fargo ב-United States, Charlotte

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

Wells Fargo Recruitment and Hiring Requirements:

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

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

Wells Fargo Recruitment and Hiring Requirements:

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

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

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

This resource will support the trading and hedging activities that include bonds, various interest rate swap products, credit default swaps, Eurodollars, FX, commodities transactions, and structured notes.

In this role, you will:

• Trade capture, P&L generation and attribution, Volcker Risk-based P&L Attributionreview, exceptionresolution, project management, and position and trade maintenance

• Interact closely with multiple business partners including Trading, Sales, Finance, Technology, Documentation, Legal, Payments, Market Risk, CRO’s and DRO’s

• Work with external counterparties in confirming and assuring trades settle appropriately

• Responsible for a variety of day-to-day tasks as well as ad hoc requests and project work

• Lead or participate in moderately complex derivatives products within Capital Markets Middle Office

• Contribute to large scale planning related to profit and loss generation, attribution, and trades

• Review, analyze and resolve moderately complex trade issues that require in-depth evaluation

• Resolve moderately complex trade issues, and assist team to meet functional area and process deliverables

• Deliver solid understanding of the function, policies, procedures, and compliance requirements

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Lead projects and assist senior managers with industry related initiatives

• Serve as a mentor for less experienced analysts

Required Qualifications:

• 4+ years of Capital Markets industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Thorough understanding of how capital markets work within a trading environment and have at least 4+ years of experience in either a middle office/risk role and/or equivalent experience in supporting a derivative trading desk

• Strong skill set of profit and loss attribution, strong understanding of derivative pricing and risk, strong operational experience with complicated transactions

• Conceptual understanding of either CVA, DVA, FVA, MVA, Basel II and Basel III, SIMM/UMR/Margin knowledge, and Dodd-Frank

• Experience with Microsoft Office applications including Excel, Access, VBA, and SQL

• Working Knowledge of Access, relation-based tables, Excel (sumifs, nested functions, Index Match)

• Knowledge and understanding of SQL, VBA, or any programming language

• Experience with trading applications such as Bloomberg, Calypso, and Broadridge

• Must be able to effectively prioritize while multi-tasking and think outside the box in a fast paced and consistently changing environment

• Detail-oriented and respond in a timely manner to ad hoc requests

• Strong presentation skills

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• Ability to work additional hours as needed

• This position is not eligible for Visa sponsorship

Posting Location:

• 550 S Tryon St, Charlotte, NC 28202

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 CRF 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.

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Prepare, negotiate and track various legal agreements and due diligence items covering commercial real estate transactions with bank counterparties.

• Work on various projects as requested by management.

• Interpret policy when working with legal, credit and the relevant business.

• Review deal terms with customers.

• Identify and mitigate business and legal risks within compliance requirements.

• Identify and recommend opportunities for process improvement.

• Interpret policies, procedures and compliance requirements.

• Collaborate and influence all levels of professionals including more experienced managers.

• Lead a team to achieve objectives.

Required Qualifications:

• 5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.

• Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan and due diligence documentation ahead of closing large transactions preferred.

• Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines and the ability to incorporate status updates in real time; ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.

• Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.

• Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as deal flow dictates.

• Transformational leadership: ability to affect and influence change.

• Project management and ability to “see the bigger picture.”

• Loan document negotiation experience; legal background preferred.

• Ability to train junior team members regarding various aspects of the Transaction Manager function

• Experience managing complex transactions and clients

Job Expectations:

• Ability to work in office a minimum of 4 days per week

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Wells Fargo is seeking a Lead Specialty Software Engineer in Technology as part of Commercial and Corporate & Investment Banking Technology (CCIBT)to work on a cross-asset electronic trading platform. This team currently manages a low-latency, high throughput. cross-asset trading platform and order management system. Responsibilities include integrating with eTrading venues and market data feeds, ensuring low-latency and high-reliability execution, implementing pricing, risk, and analytics models, supporting regulatory and compliance requirements and collaborating with traders, quants, product and other tech teams and troubleshooting and optimizing trading workflows

In this role, you will:

• Lead complex initiatives on selected domains
• Ensure systems are monitored to increase operational efficiency and managed to mitigate risk
• Define opportunities to maximize resource utilization and improve processes while reducing cost
• Lead, design, develop, test and implement applications and system components, tools and utilities, models, simulation, and analytics to manage complex business functions using sophisticated technologies
• Resolve coding, testing and escalated platform issues of a technically challenging nature
• Lead team to ensure compliance and risk management requirements for supported area are met and work with other stakeholders to implement key risk initiatives
• Mentor less experienced software engineers
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Partner with production support and platform engineering teams effectively

Required Qualifications:

• 5+ years of Specialty Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 5+ years of experience with capital markets business and processes, e.g. - pricing of Cash products, Analytics, BBG APIS, trade lifecycle, electronic trading/algorithmic trading
• 5+ years of experience with Architect, design, and develop, unit and stress test high performingALGO/AMM/Pricing/ECN/Exchangeand Reference components that are integrated tightly to the entire electronic trading stack.
• 5+ years of Experiencehandling/troubleshootinghigh speed market data, order routing, RFQ, RFS, Quotations, and Trades from multiple trading venues and broker-dealers
• 5+ years of Experience working with line of business partners, Line traders, technology teams, and Exchanges to document and troubleshoot production issues related eTrading Quoting, AMM, Inquiry, Post Trade Feeds flows and latency/Performance issues
• 5+ years of Experience working with E-trading business users and product team to establish and maintain a consistent test methodology and to resolve escalated issues during the testing process
• 5+ years of High-performance programming techniques in C++/Java/Python

Desired Qualifications:

• Uses advanced knowledge of Fixed Income E-trading flows, Venue Interaction and Position/Risk management in identifying, evaluating and resolving highly complex test problems
• Basic knowledge and understanding of statistic and mathematical modeling
• Basic knowledge and understanding of SEC, FINRA and international regulations
• Strong knowledge of core computer science design concepts, algorithms, and data structures
• Experience working on low latency high-throughput transactional systems
• Understand principles of Matching Engines

Job Expectations:

• This position is not eligible for Visa sponsorship
• Position offers a hybrid work schedule
• Relocation assistance is not available for this position

Location:

• 300 S Brevard St.- Charlotte, North Carolina 28202
• 194 Wood Ave S. - Iselin, New Jersey 08830
• 150 E 42nd St. - New York, New York 10017

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Corporate Investment Banking (CIB) as part of The Chief Operating Officer (COO), within ourCIB Banking Capital & Portfolio Management Group.

In this role, you will:

• Partner with the Banking Lending COO team and other internal stakeholders to develop solutions to both new and existing business challenges
• Support the Capital & Portfolio Management team in efforts to strengthen the infrastructure related to the delivery of lending products
• Lead support functions or operations for multiple business groups and contribute to large-scale strategic initiatives that drive business continuity and operational excellence
• Support the Banking Lending COO team across a variety of key ad-hoc projects, including pipeline reporting, finance and capital forecasting, and other critical initiatives
• Prepare reporting and presentation materials and support relationship management with CIB Lending Operations, including preparation for joint meetings
• Ensure efficiency, quality, and cost-effectiveness of solutions, while managing pipeline activities and operational performance
• Research moderately complex business, operational, and strategic initiatives requiring analytical skills, a foundational understanding of organizational strategy, and knowledge of international business dynamics
• Work independently to provide leadership and make recommendations that enhance support functions and business execution
• Assist in the planning and execution of programs and initiatives focused on riskmitigation, efficiency,and customer experience
• Collaborate and consult with team leaders to develop project plans, policies, and procedures that align with business goals
• Provide leadership in managing relationships and implementing programs, services, and initiatives with cross-functional business partners

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:

• 4+ years of Corporate Lending and/or Investment Banking
• Experience with Investment Banking RCSA
• Experience with strategy, underwriting, financial, and/or analytics experience of commercial portfolios
• Experience in problem analysis, solution implementation, and change management
• Advanced PowerPoint and Excel skills for executive presentations
• Experience with customer relationship management systems (CRMs) including Salesforce and market data vendors such as; Dealogic, Tableau, Bloomberg, Factset

Job Expectations:

• Ability to work outside of regular business hours including nights, weekends, and/or holidays as needed or scheduled
• Ability to travel up to 10% of the time
• Visa sponsorship is not available
• 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.

Posting Locations:

• 500 West 33rd St. - New York, New York 10001
• 550 S Tryon St. - Charlotte, North Carolina 28202

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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