Associate, Corporate Banking - Capital & Portfolio Management Job at Wells Fargo (Charlotte)

Job Description

Wells Fargo is seeking an Associate to support the Portfolio Strategy & Credit Administration and Capital Optimization & Returns teams within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Associate will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy.

Job Responsibility

Assist in evaluating return on capital for new and existing transactions
Utilize profitability and pricing tools to assess capital efficiency
Contribute to efforts that improve capital deployment, enhance return frameworks, and strengthen data quality
Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines
Develop and maintain standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management
Produce polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure

Requirements

2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks
Experience working with large datasets or reporting/BI tools
Demonstrated interest in developing expertise in capital optimization, portfolio strategy, and credit risk
Strong Excel skills (modeling, financial calculations, data analysis)
Strong PowerPoint skills, with the ability to produce executive-ready presentations
Strong analytical, problem-solving, and organizational skills
Excellent verbal, written, and interpersonal communication skills
Ability to work independently, manage multiple priorities, and collaborate across teams
Ability to work in a fast-paced environment with strict deadlines
Ability to interact with senior leaders and cross-functional partners
Willingness to work on-site in accordance with current office requirements
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
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire

Nice to have

Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks
Experience working with large datasets or reporting/BI tools
Demonstrated interest in developing expertise in capital optimization, portfolio strategy, and credit risk
Strong Excel skills (modeling, financial calculations, data analysis)
Strong PowerPoint skills, with the ability to produce executive-ready presentations
Strong analytical, problem-solving, and organizational skills
Excellent verbal, written, and interpersonal communication skills
Ability to work independently, manage multiple priorities, and collaborate across teams

What we offer

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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Associate, Corporate Banking - Capital & Portfolio Management

Job Description

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Requirements

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