Vice President, Portfolio Management - TMT Job at Wells Fargo (Charlotte)

Job Responsibility

Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos
Partner with senior bankers to prepare and present portfolio updates to senior leadership, risk management and coverage partners
Partner with Corporate Banking Relationship Management, Industry Coverage and Debt Capital Markets Bankers, and other product partners to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed
On-going coordination and partnership with Industrials Independent Risk Management related to borrower and/or portfolio needs
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Directly or indirectly manage, mentor and train junior team members
Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

Requirements

5+ years of Experience in CIB Portfolio Management, 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. FINRA recognized equivalents will be accepted
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. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
Ability to travel up to 30% of the time

Nice to have

4+ years of experience in deal execution or portfolio management in TMT related subsectors
Strong analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
Excellent verbal, written, and interpersonal communication skills
High level of initiative and accountability
Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
Experience in assessing and modifying projection models
Strong knowledge of credit agreements and structures
Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
Ability to multitask, time management and prioritization skills

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

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Vice President, Portfolio Management - TMT

Job Responsibility

Requirements

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