Healthcare Portfolio Manager

Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking

In this role, you will:

• Research complex financial and credit information for commercial businesses according to business unit standards
• Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies. loan structuring decision making activities and determining creditworthiness for Middle Market and Mid-Corporate sized companies
• Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
• Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
• Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Required Qualifications, US:

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

Desired Qualifications:

• Strong analytical skills including analyzing complex data
• Ability to perform in depth commercial financial statement analysis
• Knowledge and understanding of debt and equity capital markets
• Underwriting experience
• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
• Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
• A BS/BA degree or higher

Job Expectations:

• Ability to travel up to 10% of the time
• This position does not support Visa Sponsorship
• Ability to work 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

Job Locations:

• 550 S Tryon St, Charlotte, NC 28202