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Sponsor Credit - Technology Finance (Mid-Corporate Portfolio Manager)

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Boston

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

92400.00 - 179200.00 USD / Year

Job Description:

Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and executing new financing transactions within the software/technology vertical.

Job Responsibility:

  • Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
  • Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
  • Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)
  • Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management
  • Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
  • Review all pertinent documentation to ensure transactions are documented and approved per policy
  • Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams
  • Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Requirements:

2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Experience in sponsor finance at a commercial bank, investment bank or finance company
  • Excellent proficiency in accounting and financial modeling
  • Strong analytical skills, with heightened attention to detail and accuracy
  • Strong verbal and written communication skills
  • Ability to work in a fast-paced, deadline-driven environment
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:
May 06, 2025

Expiration:
May 17, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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