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Sponsors Portfolio Management Associate

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Wells Fargo

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Location:
United States , New York ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

125000.00 - 175000.00 USD / Year
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Job Description:

The Sponsors Portfolio Management - Associate position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of private equity-backed corporate credit relationships. This role partners closely with Coverage, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure.

Job Responsibility:

  • Participate in underwriting new and existing credit facilities, including financial and credit analysis, risk identification, and recommendation of risk ratings
  • Conduct detailed financial modeling, sensitivity analysis, capital structure evaluation, and industry/market research
  • Prepare credit approval packages, underwriting memoranda, and credit committee materials
  • Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks
  • Mentor analyst-level team members, teaching best practices and credit fundamentals
  • Support execution of transactions, including screening, structuring, due diligence, and material preparation
  • Coordinate with internal partners (Legal, Risk, Investment Banking, Treasury) to facilitate loan closings and documentation
  • Engage with clients to obtain required deliverables, discuss loan documentation, and support transactional execution
  • Support Relationship Managers and Coverage with portfolio insights, client requests, and follow‑up items
  • Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit requirements
  • Maintain documentation quality and participate in audits or examinations as needed

Requirements:

  • 2+ years of Corporate Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
  • This position is subject to FINRA background screening requirements

Nice to have:

  • 2+ years of relevant work experience in portfolio management CIB Portfolio Management experience, including experience with leveraged lending
  • Corporate lending, sponsors or leveraged finance experience is a plus
  • Experience within credit underwriting and/or capital market underwriting
  • Strong credit, accounting and technical skills
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Strong verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • High level of initiative and accountability
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to act with integrity, good character and exercise sound judgement
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 04, 2026

Expiration:
March 12, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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