Job Description

Executive Director-Level Portfolio Manager

Wells Fargo is seeking an Executive Director-level Portfolio Manager for the Industrials team within Wells Fargo Corporate & Investment Banking. This Industrials Senior Lead CIB Portfolio Manager will partner with Industry Coverage, IG Syndications, Leveraged Underwriting, Macro and Risk Management to oversee the execution of credit related functions and oversight on a portfolio of private and public companies. The Industrials team manages relationships with leading global companies that operate within a wide variety of sub-sectors, including Aerospace & Defense; Building Products; Capital Goods & Services; Chemicals, Metals & Mining; Forest Products & Packaging; and Transportation & Logistics.

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of public and private companies across the Industrials sector
• Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
• Provide high touch portfolio monitoring, analytics and aggregate reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners
• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
• Partner with Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates, fx, operating exposure for cash management. Engage with clients as needed.
• Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
• Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
• Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members
• Ensure that all credit and risk monitoring is performed and that internal reporting requirements are adequately and timely completed
• Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank's existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks. Finalize recommendations for internal risk ratings
• Provide ongoing market intelligence to the team as to various sub-sectors within Industrials and its main participants. Occasionally assign projects to junior team members to cultivate and deepen the team's collective knowledge
• Directly manage, mentor and train junior team members
• Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations to achieve goals

Required Qualifications:

• 7+ years of experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of experience in deal execution or portfolio management in Industrials or similar sectors
• Strong analytical skills with high attention to detail and accuracy
• Strong accounting skills and ability to analyze financial statements
• Excellent verbal, written, and interpersonal communication skills
• High level of initiative and accountability
• Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
• Experience in assessing and modifying projection models
• Strong knowledge of credit agreements and structures
• Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
• Ability to multitask, time management and prioritization skills

Job Expectations:

• Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.

Location: Charlotte, NC

Posting End Date: 20 Jul 2025

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 commensurate with the business unit's 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, visit Disability 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:

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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