Senior Associate – Senior Mid-Corporate Portfolio Manager – Sponsor Credit – Technology Finance
| Company | Wells Fargo |
|---|---|
| Location | Boston, MA, USA, Los Angeles, CA, USA |
| Salary | $106300 – $206100 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums.
- Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.).
- Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.).
- Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management.
- Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support.
- Review all pertinent documentation to ensure transactions are documented and approved per policy.
- Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams.
- Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment.
Preferred Qualifications
- Experience in sponsor finance at a commercial bank, investment bank or finance company
- Excellent proficiency in accounting and financial modeling
- Strong analytical skills, with heightened attention to detail and accuracy
- Strong verbal and written communication skills
- Ability to work in a fast-paced, deadline-driven environment