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Healthcare Portfolio Manager - Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

77000.00 - 121000.00 USD / Year
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Job Description:

Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships.

Job Responsibility:

  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies
  • Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
  • Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
  • Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Requirements:

  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • A BS/BA degree or higher
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:
March 12, 2026

Expiration:
March 25, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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