Wells Fargo Senior Portfolio Manager Sponsors CIB Executive Director 

United States, North Carolina, Charlotte 

950697476

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio companies across multiple industries

• 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

• Partner with Leverage Underwriting and Financial Sponsors Group to execute on final credit memos and loan documentation

• Provide high touch portfolio monitoring, trending & analytics and aggregate reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners.

• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements

• Partner with Financial Sponsors Group, 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 coordinationand 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 of VP, 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:

• 7+ 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

Base Pay:

• Base pay range for this position in New York City is $225,000

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Work Location:

• Charlotte, NC

• New York City, NY

Pay Range

$173,300.00 - $359,900.00

10 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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