Analyst, Corporate Banking

Wells Fargo

New York, NYFresher6d agovia LinkedIn

About the Role

Wells Fargo is seeking a Corporate Banking Analyst to join the Industrials Portfolio Management Team within Corporate and Investment Banking. The Analyst will be focused on supporting the credit underwriting and portfolio monitoring of Wells Fargo’s Industrials portfolio.

Key Responsibilities

  • Perform detailed credit underwriting, financial statement analysis, industry analysis, and projection modeling to ensure accurate and timely monitoring of assigned portfolio.
  • Partner with senior portfolio managers and assigned deal teams on the preparation of credit memorandums.
  • Prepare discussion material for internal presentations with leadership and risk partners.
  • Support client needs related to credit and related products.
  • Completion of ad-hoc borrower and/or portfolio analysis.
  • Apply credit policies and procedures and incorporate requirements into credit analysis, observations, and recommendations.
  • Assist with deal closings.
  • Collaborate and consult with peers, internal partners, stakeholders, and senior bankers.
  • Complete periodic professional development training as scheduled.

Requirements & Tech Stack

  • 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university.
  • Understanding of corporate finance principles and capital structuring issues.
  • Strong financial modeling, credit, accounting, and technical skills with high attention to detail and accuracy.
  • Experience reviewing, checking or supervising the work of junior team members.
  • Strong verbal, written, and interpersonal communication skills.
  • Demonstrated excellence in working effectively as an individual and as part of a team.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast paced and complex environment.
  • High level of initiative and accountability.
  • Collaborative mindset and ability to work with team members who are in different locations.
  • Ability to act with integrity, good character and exercise sound judgement.

Job Expectations

  • FINRA licensing is required for ongoing employment.
  • FINRA Series 63 and 79 examinations, or equivalent, must be completed within 90 or 180 days of employment.
  • Securities Industry Essentials (SIE) exam co-requisite required for exams obtained after 9/30/2018.
  • This position is subject to FINRA Background Screening Requirements.
  • Specific compliance policies may apply regarding outside activities or personal investing.

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

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