Associate, Sponsor Credit, Technology Finance
Wells Fargo
Boston, MA2+ yrs5h agovia LinkedIn
This job at a glance
- Who can apply
- 2 years+ of experience
- Must know
- Financial analysisValuationFinancial modelingAccounting
- Work
- Hybrid in Boston
- Pay
- Not stated by the employer.
- Skill demand
- Accounting36%Financial analysis11%Financial modeling9%Valuation8%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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About the Role
Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group. This role will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical.
Key Responsibilities
- In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients.
- Perform transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation.
- Engage in regular client interaction and relationship management with CEO, CFO, and private equity sponsor for assigned portfolio.
- Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans.
- Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.
- Develop proficiency in structuring, negotiating, and documenting facility agreements.
- Present credit and financial analysis to business leadership and independent risk management (IRM) in various forums, including portfolio reviews, pre-screen discussions, and credit/approval committees.
- Develop strong and proficient written and verbal presentation skills.
- Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects to improve team efficiency and effectiveness.
- Collaborate with peers and functional partners to develop internal relationships that enhance role effectiveness.
- Leverage internal AI platforms to improve efficiency and apply best practices.
Requirements & Tech Stack
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Qualifications
- Experience in sponsor finance at a commercial bank, investment bank, or finance company.
- Excellent proficiency in accounting and financial modeling.
- Strong analytical skills, with heightened attention to detail and accuracy.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced, deadline-driven environment.
Job Expectations
- Ability to travel up to 10% of the time.
- This position is not eligible for Visa sponsorship.
- This position offers a hybrid work schedule.
- Specific compliance policies may apply regarding outside activities or personal investing.
- This position is subject to FINRA background screening requirements.
Location
- 125 High St - Boston, MA 02110
Pay Range
$92,000.00 - $145,000.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement