Mid-Corporate Portfolio Manager

Wells Fargo

Gaming Mid-Corporate Portfolio Manager underwriting and analyzing financial transactions at Wells Fargo. Collaborating with deal teams to guide credit decisions and portfolio management efforts.

Posted 6/18/2026full-timeLos Angeles • California, Colorado, Nevada, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $77,000 - $145,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial modelingcredit analysisfinancial statement analysisportfolio managementcovenant analysisvariance analysiscompliance checksrisk assessmentdata synthesiseconomic indicators

Soft Skills

analytical skillsattention to detailwritten communicationverbal communicationability to work under pressureteam collaborationproblem-solvingtime managementnegotiation skillscritical thinking

Tools & Technologies

Microsoft OfficeAI toolsdata-room materialscredit documentationfinancial projectionsterm sheetscredit agreementsintercreditor provisionsQ&A processesportfolio workflows

Industry Keywords

Mid-Corporate Portfolio Managementdebt capacitycovenant headroommarket dynamicscompetitive positioningcredit thesisconditions precedentfunding mechanicscapital structuresindustry trends

About the role

Key responsibilities & impact

Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize financial 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; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants
Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation
Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency

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
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)

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