Senior Associate, Sponsor Credit - Technology Finance (Senior Mid-Corporate Portfolio Manager)

Wells Fargo & Company; Boston (MA); Hybrid; USD 115,000 - 207,000; Full time

Job summary

An established industry player is looking for a Senior Associate to join their Technology Finance team. This pivotal role involves underwriting and executing financing transactions in the software and technology sectors. You'll engage with clients, conduct thorough credit analyses, and present findings to senior management. If you thrive in a fast-paced environment and have a passion for finance, this opportunity could be your next career move. Enjoy a hybrid work schedule and comprehensive benefits while contributing to innovative financing solutions that make a real impact.

Benefits

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance

Parental leave

Tuition reimbursement

Commuter benefits

Qualifications

• 4+ years of experience in Mid-Corporate Portfolio Management.
• Strong proficiency in financial modeling and credit analysis.

Responsibilities

• Assist with underwriting and execution of financing transactions.
• Analyze detailed information for credit approval memorandums.

Skills

Financial Modeling

Credit Analysis

Analytical Skills

Communication Skills

Attention to Detail

Education

Bachelor's Degree in Finance or related field

Job description

About this role:

Wells Fargo is seeking a Senior Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and executing new financing transactions within the software/technology vertical. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• 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

Required Qualifications:

• 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

Desired 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

Job expectations:

• Ability to travel up to 10% of the time

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• 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

Locations:

• 125 High Street - Boston, Massachusetts 02110

• 1800 Century Park East – Los Angeles, California 90067

Boston – Pay Range: $115,900-$206,100

Los Angeles – Pay Range: $106,300-$188,900

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$106,300.00 - $206,100.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

17 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.

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.