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Full-time
bachelor degree
Posted 2d ago
Apply by Aug 24
~40 hrs/week
Responsibilities
The analyst will conduct complex financial research, credit underwriting, and portfolio monitoring for healthcare-focused corporate and sponsor-backed companies. They will also collaborate with internal stakeholders to manage client relationships and integrate AI tools into underwriting workflows.
Requirements
Candidates must have at least 2 years of mid-corporate portfolio management experience or equivalent professional training. A bachelor's degree or higher is required, along with strong analytical skills and proficiency in financial modeling.
Full job description
About this role:
Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnerships with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing client relationships. Portfolio consists of corporate (primarily leveraged) and sponsor-backed portfolio companies in the healthcare space. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Research complex financial and credit information for commercial businesses according to business unit standards
Play an instrumental role in the deal process including due diligence, credit analysis, industry and business risk analysis, financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized corporate or sponsor-backed portfolio companies in the healthcare space
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 represent the bank in developing and maintaining client relationships
Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
Assist with special projects as assigned
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
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
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.
Locations:
550 S Tryon St - Charlotte, NC 28202
Posting End Date:
23 Aug 2026
*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.
Offices: 420 Montgomery St, San Francisco, California 94103, US · 420 Montgomery St, San Francisco, CA 94163, US · Outer Ring Road, Bengaluru, Karnataka 560103, IN · 1 Queen's Rd E, Wan Chai, Hong Kong, HK
Business BankingWholesale bankingMortgageConsumer Financeand Commercial FinanceFinanceBusiness DevelopmentAgricultureAsset ManagementFinTech
Offices: 420 Montgomery St, San Francisco, California 94103, US · 420 Montgomery St, San Francisco, CA 94163, US · Outer Ring Road, Bengaluru, Karnataka 560103, IN · 1 Queen's Rd E, Wan Chai, Hong Kong, HK
Business BankingWholesale bankingMortgageConsumer Financeand Commercial FinanceFinanceBusiness DevelopmentAgricultureAsset ManagementFinTech