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Corporate Banking Associate - Capital & Portfolio Management

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

125000.00 - 175000.00 USD / Year

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

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

Additional Information:

Job Posted:
February 01, 2026

Expiration:
February 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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