Sponsor Credit Mid-Corporate Portfolio Manager, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Sponsor Credit Mid-Corporate Portfolio Manager (Senior Analyst) in Specialized Industries for the Commercial Bank. As a Senior Analyst on the Market Coverage Sponsor Credit team, you will support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments in combination with Overland Advantage. This role offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment, with a focus on supporting the private equity sponsor ecosystem and driving loan growth.

Job Responsibility:

Underwrite new transactions as part of a team alongside a lead underwriter
Build and sensitize integrated operating/LBO models
Size debt capacity and covenant headroom
Produce in-depth credit analysis and write credit approval memoranda
Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports
Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs
Produce screening and approval memos
Coordinate closings: track conditions precedent, deliverables, and funding mechanics
Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates
Execute amendments & waivers, negotiate covenant resets/consents
Monitor market and macro trends
Integrate AI tools into underwriting and portfolio workflows

Requirements:

2+ years of Mid-Corporate Portfolio Management experience
Proficiency in accounting principles, financial statement analysis, and financial modeling
Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions
Strong analytical skills with heightened attention to detail and accuracy
Strong written and verbal communication skills
Ability to work in a fast-paced, deadline-driven environment
Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

Nice to have:

Ability to travel up to 10% of the time
Experience integrating AI tools into underwriting and portfolio workflows

Additional Information:

Job Posted:
September 19, 2025

Expiration:
September 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Sponsor Credit Mid-Corporate Portfolio Manager