דרושים Sponsor Credit Senior Mid-corporate Portfolio Manager 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.

In this role, you will:

• Lead moderately complex initiatives and deliverables within technical domain environments

• Contribute to large scale planning of strategies

• Collaborate with stakeholders to gather and document business requirements.

• Design and propose system modifications or new systems to improve efficiency.

• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments

• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures

• Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients’ needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements

• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals

• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

​Required Qualifications:

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

• 4+ years of experience in Application Development in Java

• 3+ years of experience in systems analysis or a similar role

• 3+ years of experience in Data Base Technologies such as Oracle or Mongo DB

• 2+ years of experience in Cloud Implementation (Azure, Kubernetes, Google, or PCF)

• 1+ years of experience in processing payments

• Able to work as an independent contributor

Desired Qualifications:

• 4+ years of experience in Agile working environment such as Scrum or Kanban

• 3+ years of experience in Rest API

• 2+ years' experience with API Gateway and Containerization

• 1+ years of experience in Wire and ACH payments domain

• Knowledge about Stored procedure using Oracle

• Ability to learn and adapt to new technologies and products

Job Expectations:

• This position offers a hybrid work schedule

• This role is not eligible for Visa Sponsorship

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

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

• 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

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:

• 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

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 position will cover researching, developing, testing, analyzing, monitoring, tool-building, and documentation of MCRM models.

In this role, you will:

• Develop, implement, and calibrate various analytical models for risk management
• Perform highly complex activities related to financial products, business analysis and modeling
• Perform basic statistical and mathematical models using Python, C++ and SQL
• Perform analytical support and provide insights regarding a wide array of business initiatives
• Provide solutions to business needs and analyze workflow processes to make recommendations for process improvement in risk management
• Collaborate and consult with peers, colleagues, managers and regulators to resolve issues and achieve goals
• Establishing effective yet automated controls and creating consistent and robust execution processes across models
• Maintaining documentation for key implementation processes across the team with focus on standardization of implementation and execution controls
• Partnering with modeling team to understand model structure and limitation; performing model performance monitoring, creating and sharing regular reports with key

Required Qualifications:

• 4+ years of Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science

Desired Qualifications:

• 4+ years in Quantitative Analytics, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• PhD in statistics, mathematics, physics, engineering, computer science, economics, or quantitative field; or a Master's degree.
• Strong analytical skills with Python programming and C++ programming expertise in model development, financial modeling knowledge in stochastic calculus and numerical computation in addition to stronganalytical/quantitativeproblem-solving skills.
• Knowledge and understanding of financial products and financial modeling.
• Strong time management skills and ability to meet deadlines.
• Ability to deliver results with speed and agility while working effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
• Excellent verbal, written, and interpersonal communication skills.
• Capability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complexenvironment.

Posting Locations:

• 550 S. Tryon Street - Charlotte, North Carolina

Job Expectations:

• Required location listed above. Relocation assistance is not available for this position.
• This position currently offers a hybrid work schedule.
• This position is not eligible for VISA sponsorship.
• 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 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 and/or personalinvesting; affectedemployees 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.

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.