Associate, Sponsor Credit - Technology Finance

About this role:

Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation

• Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio.  Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant

• Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.  Over time, develop a proficiency in structuring, negotiating and documenting facility agreements

• Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees.  Develop strong and proficient written and verbal presentation skills

• Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team

• Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness.  As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices

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:

• Experience in sponsor finance at a commercial bank, investment bank or finance company

• Excellent proficiency in accounting and financial modeling

• Strong analytical skills, with heightened attention to detail and accuracy

• Strong verbal and written communication skills

• Ability to work in a fast-paced, deadline-driven environment

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 

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Locations:

• 125 High St - Boston, MA 02110

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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