CrawlJobs Logo

Sponsor Credit Senior Mid-Corporate Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States, Charlotte

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

Support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking. Contribute to underwriting Wells Fargo's credit commitments in partnership with Overland Advantage. Offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment with focus on supporting the private equity sponsor ecosystem and driving loan growth.

Job Responsibility:

  • Underwrite new transactions as part of a team
  • 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 including synthesizing data-room materials, financial statements, projections, and third-party reports
  • Evaluate legal documentation including term sheets, credit agreements, intercreditor docs
  • Produce screening and approval memos
  • Portfolio management including 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
  • Mentor junior analysts

Requirements:

  • 4+ years of Mid-Corporate Portfolio Management experience
  • Experience with complex credit and capital structures, including M&A and/or sponsor-backed transactions
  • Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
  • Well-versed in credit documentation, including term sheets, credit agreements, and intercreditor provisions
  • Strong analytical skills with heightened attention to detail and accuracy
  • Excellent 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:

Experience within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies

Additional Information:

Job Posted:
September 08, 2025

Expiration:
September 16, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.