Associate, Corporate Banking - Capital & Portfolio Management

Wells Fargo

Charlotte, NC, US
Base: $125,000-175,000; bonus/equity: annual discr...
2+ years corporate banking relationship management experience
Strong excel modeling and financial calculations skills
Executive-ready powerpoint presentation capabilities
This role supports the Portfolio Strategy & Credit Administration and Capital Optimization teams within the Corporate & Investment Bank

Job Summary

  • This role supports the Portfolio Strategy & Credit Administration and Capital Optimization teams within the Corporate & Investment Bank.
  • The position requires collaborating with partners across Coverage, Underwriting, Treasury, Finance, and Risk to support disciplined portfolio management.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) Plan, paid time off, and tuition reimbursement.

Matching Summary

This role supports the Portfolio Strategy & Credit Administration and Capital Optimization teams within the Corporate & Investment Bank.

Salary

Base: $125,000-175,000; Bonus/Equity: Annual discretionary bonus eligible; Benefits: Comprehensive health, 401(k), paid time off, tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years Corporate Banking Relationship Management experience
  • Strong Excel modeling and financial calculations skills
  • Executive-ready PowerPoint presentation capabilities

Nice-to-have

  • Foundational understanding of wholesale credit concepts
  • Experience with large datasets or reporting BI tools
  • Interest in capital optimization and portfolio strategy

Key Requirements

  • Registration for FINRA Series 63 exam within 90 days
  • Registration for FINRA Series 79 exam within 90 days
  • Successful completion of FINRA background screening prior to hire

Work Rights

Not specified

Tailored Resume

Cover Letter