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Wells Fargo

Nationwide banking and financial services

Mid-Corporate Senior Associate - Gaming

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 4 years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education.

Responsibilities

  • Underwrite new transactions alongside a lead underwriter by building and sensitizing financial models, sizing debt capacity and covenant headroom, conducting in-depth credit analysis, and writing credit approval memoranda.
  • Conduct diligence by synthesizing data-room materials, financial statements, projections, and third-party reports; participate in question-and-answer sessions; and assess market dynamics, competitive positioning, and key risks and mitigants.
  • Evaluate legal documentation, including term sheets, credit agreements, and intercreditor documents; review and comment on documents and align protections such as covenants, baskets, and events of default with the underwriting thesis.
  • Produce screening and approval memoranda that distill complex credit analyses and clearly articulate the credit thesis, risks, mitigants, and recommended structure.
  • Coordinate closings by tracking conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal teams, and internal operations, and ensure accurate booking and documentation.
  • Produce quarterly portfolio reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts; execute amendments and waivers; negotiate covenant resets and consents; and document credit rationale.
  • Monitor market and macroeconomic trends, including economic indicators, pricing, leverage, and covenant trends, to inform underwriting and portfolio strategy.
  • Integrate artificial intelligence tools into underwriting and portfolio workflows to streamline research, accelerate production, and improve efficiency.

Desired Qualifications

  • Proficiency in accounting principles, financial statement analysis, and financial modeling.
  • Familiarity with credit documentation, including term sheets, credit agreements, and intercreditor provisions.
  • A solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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