Associate, Sponsor Credit – Technology Finance

Wells Fargo

Associate role in Technology Finance team at Wells Fargo supporting portfolio management and credit underwriting for sponsor-backed technology clients. Requires strong financial analysis and client relationship skills.

Posted 6/17/2026full-timeBoston • California, Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $92,000 - $145,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

portfolio managementcredit underwritingfinancial analysisfinancial modelingcredit analysisenterprise valuationcredit memoranda preparationlegal diligencenegotiationaccounting

Soft Skills

relationship managementpresentation skillsanalytical skillsattention to detailverbal communicationwritten communicationcollaborationadaptabilityteamworkproblem-solving

Tools & Technologies

generative AI toolsinternal AI platforms

Industry Keywords

sponsor financecommercial bankinginvestment bankingcredit agreementsloan documentationrisk managementstrategic initiativesportfolio reviewspre-screen discussionscredit committees

About the role

Key responsibilities & impact

In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio.
Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.
Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees.
Develop strong and proficient written and verbal presentation skills
Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness.
As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices

Requirements

What you’ll need

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
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

Benefits

Comp & perks

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