Sponsors Portfolio Management – Associate

Wells Fargo

New York, New York, US
New york city-pyy range : $125,000-$175,000; base:...
Credit analysis and risk assessment
Financial modeling and valuation
Credit underwriting and approval
The Sponsors Portfolio Management - Associate position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of private equity-backed corporate credit relationships

Job Summary

  • The Sponsors Portfolio Management - Associate position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of private equity-backed corporate credit relationships.
  • This role partners closely with Coverage, Credit Officers, Product Partners (Capital Markets, Treasury, Risk), and internal stakeholders to ensure the bank appropriately structures, underwrites, and manages credit exposure.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.

Matching Summary

The Sponsors Portfolio Management - Associate position will be responsible for supporting the underwriting, monitoring, and active management of a portfolio of private equity-backed corporate credit relationships.

Salary

New York City-Pay Range : $125,000-$175,000; Base: $100,000.00 - $196,000.00; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Credit analysis and risk assessment
  • Financial modeling and valuation
  • Credit underwriting and approval
  • Client engagement and relationship support

Nice-to-have

  • Proactive risk identification
  • Sound judgment and accountability
  • Dynamic and complex environment
  • Strong interpersonal communication

Key Requirements

  • 2+ years Corporate Banking Relationship Management
  • 2+ years portfolio management experience
  • FINRA Series 63/66 registration
  • FINRA Series 79 registration
  • FINRA SIE exam registration

Work Rights

Not specified

Tailored Resume

Cover Letter