Associate, Sponsor Credit, Technology Finance

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.

In This Role, You Will

• 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. This includes performing 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 sponsors for assigned portfolios.
• Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant.
• Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.
• Over time, develop a proficiency in structuring, negotiating, and documenting facility agreements.
• Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in various forums, including recurring 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 that arise to improve and enhance team efficiency and effectiveness.
• Collaborate with peers and functional partners and develop internal relationships that will facilitate and 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 work experience, training, military experience, or education.

Desired 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. Affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.

Locations

• 125 High St - Boston, MA 02110

Pay Range

$82,000.00 - $125,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

• 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