W

Wells Fargo

Diversified financial services: banking, lending, investments

Vice President - Portfolio Management, TMT

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USA$225k

About the Job

Requirements

  • At least 5 years of experience in CIB Portfolio Management, or equivalent demonstrated through work experience, training, military experience, or education.
  • Strong analytical skills with high attention to detail and accuracy.
  • Strong accounting skills and ability to analyze financial statements.
  • Strong verbal, written, and interpersonal communication skills.
  • High level of initiative and accountability.
  • Strong Excel skills and intermediate Microsoft Office Word and PowerPoint skills.
  • Experience in assessing and modifying projection models.
  • Strong knowledge of credit agreements and structures.
  • Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines.
  • Ability to multitask, manage time, and prioritize.
  • Ability to successfully complete and pass a FINRA background check prior to hire; individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
  • Ability to comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
  • Ability to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policies if affected by outside-activity or personal-investing compliance requirements.
  • Ability to travel up to 30% of the time.

Responsibilities

  • Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector.
  • Perform detailed credit, financial statement, and industry analyses and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, and recognition of potential problems in the leveraged credit portfolio.
  • Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos.
  • Partner with senior bankers to prepare and present portfolio updates to senior leadership, risk management, and coverage partners.
  • Partner with Corporate Banking Relationship Management, Industry Coverage, Debt Capital Markets bankers, and other product partners to support client coverage needs related to credit products; lead credit analysis support and execution to grow relationships through products such as rates/FX and operating exposure for cash management; engage with clients as needed.
  • Coordinate and partner with Industrials Independent Risk Management regarding borrower or portfolio needs.
  • Assist with coordination and preparation for borrower or portfolio reviews and responses for internal and external exams.
  • Directly or indirectly manage, mentor, and train junior team members.
  • Adhere to Wells Fargo credit policies and procedures; review and interpret the policies and incorporate requirements into credit analysis, observations, and lending recommendations.
  • Support execution of applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.

Desired Qualifications

  • At least 4 years of experience in deal execution or portfolio management in TMT-related subsectors.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs