Corporate Banking Associate - Portfolio Management

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com .

About This Role

Wells Fargo is seeking a Corporate Banking Associate within Portfolio Management as part of the Healthcare Corporate & Investment Banking team.

The Healthcare Corporate Banking Associate - Portfolio Management position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of corporate credit relationships. This role partners closely with Relationship Managers, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure. Healthcare sector experience is a plus but not a requirement.

In this role, you will perform the following key responsibilities:

Credit Underwriting & Structuring

• Participate in underwriting new and existing credit facilities, including financial and credit analysis, risk identification, and recommendation of risk ratings
• Conduct detailed financial modeling, sensitivity analysis, capital structure evaluation, and industry/market research
• Prepare credit approval packages, underwriting memoranda, and credit committee materials
• Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks
• Mentor analyst-level team members, teaching best practices and credit fundamentals
  
  

Deal Execution & Internal Coordination

• Support execution of transactions, including screening, structuring, due diligence, and material preparation
• Coordinate with internal partners (Legal, Risk, Capital Markets, Treasury, Fulfillment) to facilitate loan closings and documentation
  
  

Client Interaction & Communication

• Engage with clients to obtain required deliverables, discuss loan documentation, and support transactional execution
• Support Relationship Managers with portfolio insights, client requests, and follow-up items
  
  

Governance, Compliance & Risk Management

• Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit requirements
• Maintain documentation quality and participate in audits or examinations as needed
  
  

Required Qualifications:

• 2 years of Corporate Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  
  

Desired Qualifications:

• 2 years of relevant work experience in Corporate Banking portfolio management or Investment Banking, including experience with leveraged lending
• Experience with credit underwriting and/or capital markets underwriting
• Strong credit, accounting and technical skills
• Robust Excel experience including financial modeling
• Demonstrated excellence in working effectively as an individual and as part of a team
• Strong verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• High level of initiative and accountability
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to act with integrity, good character and exercise sound judgement
  
  

Job Expectations:

• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• 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.
• 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.
• Ability to work outside of normal business hours as needed.
  
  

Posting Location:

Charlotte, NC: 550 S. Tryon

Salary Range NC

1st year base: $125K

2nd year base: $150K

Posting End Date

28 Feb 2026

• 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-523060