Healthcare Portfolio Manager – Analyst

About the Opportunity

Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking

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

Eligibility

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

Benefits

• Ability to travel up to 10% of the time
• This position does not support Visa Sponsorship

About Company

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.

Job Locations

550 S Tryon St, Charlotte, NC 28202

Reference Number: R-531474