Analyst, Corporate Debt Finance Portfolio Management
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking capital markets and advisory solutions including a full complement of sales trading and research capabilities to corporate government and institutional clients. We focus on our clients overall financial needs with consideration and respect for their total relationship with Wells Fargo.
Markets provides solutions to clients with the means to manage their exposure through various derivatives lending and cash products across Structured Products Group Rates Equities Foreign Exchange Municipal Products Group Credit Sales & Trading.
Structured Product Groups (SPG) provides asset backed lending capital markets financing secondary trading liquidity and sales distribution to institutional clients.
About this role:
Wells Fargo is seeking a Portfolio Management Analyst to join our Corporate Debt Finance team. The Corporate Debt Finance (CDF) team provides capital to asset managers and other non-bank financial institutions through structured credit facilities and capital market transactions. This position supports the reporting function collateral management and database management for the CDF team.
In this role you will:
Support the reporting function collateral management and database management for the CDF team.
Assist with various responsibilities of the team (as shown below)
Collateral Management
Accessing client reports including monthly reports and financial statements
Reviewing borrowing bases for compliance with loan covenants and reviewing quality / data integrity of information received from clients
Checking adequacy of collateral provided to our trustees
Database Management
Maintaining/populating certain aspects of teams database and publishing reports as needed
Assisting with data integrity exercises to ensure accuracy across teams systems reporting
Collating data for different types of reporting done by our team
Required Qualifications
6 months of CIB Portfolio Management experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications
6month in a collateral management database management or reporting role
Computing skills particularly advanced Excel knowledge (VBA macro writing pivot tables task simplification and automation etc.)
Strong technical and analytical skills including financial analysis with high attention to detail
Effective organizational multi-tasking and prioritizing skills
Solid problem solving and decision-making skills
High level of personal motivation; strong interpersonal written and verbal skills needed.
Must be a self-starter able to work in a fast-paced production environment and juggle a variety of tasks both independently and as part of a team
A bachelors degree or higher in business administration economics finance or related field
Job Expectations:
Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to 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.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
22 Dec 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
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