Healthcare Portfolio Manager - Analyst

About this role:

Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries- Healthcare to work in partnerships with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing client relationships. Portfolio consists of corporate (primarily leveraged) and sponsor-backed portfolio companies in the healthcare space. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Research complex financial and credit information for commercial businesses according to business unit standards
• Play an instrumental role in the deal process including due diligence, credit analysis, industry and business risk analysis, financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized corporate or sponsor-backed portfolio companies in the healthcare space
• Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
• Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
• Collaborate and consult with internal and external stakeholders to understand credit needs and represent the bank in developing and maintaining client relationships
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
• Assist with special projects as assigned

Required Qualifications, US:

• 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

Desired Qualifications:

• Strong analytical skills including analyzing complex data
• Ability to perform in-depth commercial financial statement analysis
• Knowledge and understanding of debt and equity capital markets
• Underwriting experience
• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
• Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
• A BS/BA degree or higher

Job Expectations:

• Ability to travel up to 10% of the time 

• This position is not eligible for Visa sponsorship 

• This position offers a hybrid work schedule 

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process 

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Locations:

• 550 S Tryon St- Charlotte, NC 28202

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.