Corporate Banking Associate, Oil & Gas

About the Role

Wells Fargo is seeking an Associate to support CIB Banking’s Energy & Power Portfolio Management team, with a specific focus on Oil and Gas. This role will involve supporting credit underwriting, portfolio monitoring, financial analysis, risk rating assessment, and transaction execution for a portfolio of loans to upstream companies.

Key Responsibilities

• Own the day-to-day management of an assigned portfolio of loans with complex capital structures and significant financing requirements.
• Support credit underwriting, including building and reviewing complex projection models and performing detailed financial & credit analysis.
• Monitor borrower performance and provide ongoing market intelligence on upstream credit trends, regulatory developments, financing markets, and emerging risks affecting the Oil and Gas portfolio.
• Support all credit monitoring work, including borrowing base redeterminations, annual reviews, status updates, and focus reviews for the assigned portfolio, accounting for all risk factors and forming and defending risk rating recommendations with oversight from the Portfolio Manager.
• Lead coordination and execution of loan closings, ensuring satisfaction of all booking, legal documentation, and compliance requirements.
• Oversee coordination with operational teams for all day-to-day activity for the loans, including draws and issuances of Letters of Credit, and support resolution of escalated items.
• Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations, and monitoring.
• Manage communication between Borrowers and the syndicate of lenders for transactions where Wells Fargo acts as Administrative Agent.
• Review the work of Analysts, including models, credit write-ups, and monitoring deliverables, before submission to the Portfolio Manager.
• Direct, train, and develop Analysts on the team, including allocating workstreams and providing performance feedback.
• Represent the bank in maintaining relationships with clients.
• Collaborate and consult with peers, internal partners, and stakeholders, including clients.
• Support regular reporting to credit and senior management on the portfolio, in collaboration with more senior staff.

Requirements & Tech Stack

• Corporate Banking Program Analyst formal training with a Tier 1 bank (Desired)
• Understanding of corporate finance principles, capital structuring, and/or upstream oil and gas industry and related reporting (Desired)
• Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university (Desired)
• Strong financial modeling, credit, accounting, and technical skills with high attention to detail and accuracy (Desired)
• Experience reviewing, checking, or supervising the work of junior team members (Desired)
• Strong verbal, written, and interpersonal communication skills (Desired)
• Demonstrated excellence in working effectively as an individual and as part of a team (Desired)
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast-paced, and complex environment (Desired)
• High level of initiative and accountability (Desired)
• Collaborative mindset and ability to work with team members who are in different locations (Desired)
• Ability to act with integrity, good character, and exercise sound judgment (Desired)

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.

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.

Posting Locations

• 1000 Louisiana St. Houston, TX 77002

Pay Range

• $125,000 - $175,000

Posting End Date

• 22 Oct 2026
• Job posting may come down early due to volume of applicants.