Healthcare Portfolio Manager – Analyst
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Research complex financial and credit information for commercial businesses according to business unit standards
- Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies
- 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 represents the bank in developing and maintaining client relationships
Preferred 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