Executive Director, Corporate Banking Portfolio Manager - Industrials, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Executive Director-level Portfolio Manager for the Industrials team within Wells Fargo Corporate & Investment Banking. This Industrials Senior Lead CIB Portfolio Manager will partner with Industry Coverage, IG Syndications, Leveraged Underwriting, Macro and Risk Management to oversee the execution of credit related functions and oversight on a portfolio of private and public companies. The Industrials team manages relationships with leading global companies that operate within a wide variety of sub-sectors, including Aerospace & Defense; Building Products; Capital Goods & Services; Chemicals, Metals & Mining; Forest Products & Packaging; and Transportation & Logistics.

Job Responsibility:

Manage and oversee credit aspects of a broad portfolio of public and private companies across the Industrials sector
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Provide high touch portfolio monitoring, analytics and aggregate reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners
Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
Partner with Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates, fx, operating exposure for cash management. Engage with clients as needed
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members
Ensure that all credit and risk monitoring is performed and that internal reporting requirements are adequately and timely completed
Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank’s existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks. Finalize recommendations for internal risk ratings
Provide ongoing market intelligence to the team as to various sub-sectors within Industrials and its main participants. Occasionally assign projects to junior team members to cultivate and deepen the team’s collective knowledge
Directly manage, mentor and train junior team members
Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations to achieve goals

Requirements:

7+ years of experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of experience in deal execution or portfolio management in Industrials or similar sectors
Strong analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
Excellent verbal, written, and interpersonal communication skills
High level of initiative and accountability
Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
Experience in assessing and modifying projection models
Strong knowledge of credit agreements and structures
Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
Ability to multitask, time management and prioritization skills

Nice to have:

Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

Additional Information:

Job Posted:
July 10, 2025

Expiration:
July 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Executive Director, Corporate Banking Portfolio Manager - Industrials