Corporate Banking Financial Analyst

Wells Fargo & Company; Toronto; On-site; CAD 60,000 - 75,000; Full time

Job summary

Wells Fargo is seeking a Corporate Banking Analyst for its Toronto office. The role involves analyzing financial data, performing credit underwriting, and developing customer relationships. Ideal candidates will have strong analytical skills and attention to detail, along with a Business/Commerce degree. This position offers opportunities for professional growth in a dynamic banking environment.

Qualifications

• 6+ months of Corporate Banking Relationship Management experience.
• Recent graduate with financial analysis or credit analysis experience.

Responsibilities

• Analyze assigned portfolio of loans and provide credit recommendations.
• Perform credit underwriting and monitor loan compliance.
• Prepare comprehensive credit reports.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Organizational Skills

Education

Business/Commerce Degree

Tools

MS Office

Job description

About this role:

Wells Fargo is seeking a Corporate Banking Analyst in the Corporate Banking Canada team. This role is for a vacancy in our Toronto office.

The successful candidate will enjoy researching, understanding and working with financial data and have the ability to analyze a variety of financial statements and large excel models to be able to provide a succinct recommendations to Credit. The successful candidate must have a strong attention to detail with a keen eye on grammatical or financial errorswith a solidfoundation for financial analysisand a willingness and ability to further develop these skills. Additionally, the role will also allow for the candidate to be able to develop customer relationship skills. Finally, the candidate has the ability to understand, review, and interpretlegal financial documents. We are looking for someone with strong leadership skills and able to work well independently and on a broader team.

In this role, you will:

• Participate in the monitoring, documenting, and analysis of assigned portfolio of loans within the Corporate Banking Relationship Management functional area

• Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

• Research, examine and interpret customer portfolio, competitors and related industry in order to prepare a comprehensive credit report opinion

• Receive direction from more experienced staff and exercise independent judgment while monitoring and maintaining an existing loan portfolio which includes ongoing interpretation and analysis of financial info to determine borrower compliance

• Perform credit underwriting which accounts for all risk factors and providing risk rating recommendations

• Collaborate and consult with managers, peers and stakeholders, including clients

Key responsibilities:

• Independently performs financial modeling/projections, credit analysis involving complex and diverse information, and industry/business risk analysis in support of loan structuring decision making activities for large corporations

• Researches, examines and interprets customer portfolio, competitors and related industry in order to prepare a comprehensive credit report opinion.

• Reviews and interprets credit policies and procedures and incorporates requirements into credit analysis, observations and lending recommendations

• In support of more senior staff performs credit underwriting which accounts for all risk factors and providing risk rating recommendations

• In support of more senior staff, monitors and maintains an existing loan portfolio which includes ongoing interpretation and analysis of financial information to determine borrower compliance.

• Communicates with product partners and prepares materials for prospective/client presentations

• May participate in presentations to senior management and /or client calls. Identifies opportunities to recommend additional products/services to be sold and/or presented to clients

• Completes periodic professional development training as scheduled

Required Qualifications:

• 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Recent graduate with Corporate Banking Relationship Management experience, financial analysis, credit analysis, statistical analysis or statement spreading

• A Business/Commerce degree with high academic in finance courses.

• Proficient in MS Office (Word, Excel, PowerPoint)

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• High level of initiative and accountability

• Effective organizational, multi-tasking, and prioritizing skills

Posting End Date:

24 May 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 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:

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.