Corporate & Investment Banking (“CIB”) 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.
About this role:
Wells Fargo is seeking a Corporate Banking Analyst to support the Energy & Power Portfolio Management team within Wells Fargo’s Corporate & Investment Bank. The candidate will be focused on supporting the relationship management, credit underwriting and portfolio monitoring of Wells Fargo’s energy and power portfolio in the Americas.
In this role, you will:
- Support monitoring portfolio credit quality for new and existing credits, including identification of key risk factors, under the direction of the Associate or Portfolio Manager.
- Build and maintain financial projection models for new and existing credits, including sensitivity and downside cases, and check model outputs for accuracy.
- Prepare first drafts of credit approval documents and supporting exhibits, including due diligence, risk analysis, risk rating, underwriting, return analysis and business case materials, for review by the Associate and Portfolio Manager.
- Compile due diligence materials and prepare summaries.
- Support engagement with Independent Risk Management and legal counsel by preparing requested analysis, comparisons and follow-up materials, including supporting the review of documentation. Coordinate with product partners when applicable.
- Provide ongoing portfolio maintenance / management post-close, building strong working relationships with back- and middle-office teams and coordinating day-to-day operational activity (including draws and Letter of Credit issuances) to manage the portfolio effectively.
- Review and interpret credit policies and procedures and incorporate requirements into credit analysis and lending recommendations.
- Help the team’s Senior Relationship and Portfolio Managers prepare credit papers and internal presentations of transactions to the Bank’s key stakeholders, senior management and credit approvers.
- Support the team’s relationship management and business development efforts, including preparation of client and prospect materials, screening analyses and return analysis for new opportunities.
- Prepare and maintain recurring management reporting and support the accuracy of that reporting.
- Escalate identified issues, covenant and reporting exceptions, and data discrepancies on a timely basis.
- Collaborate and consult with peers, internal partners and stakeholders.
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
- 6+ months of Corporate Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university
- Understanding of corporate finance principles and capital structuring issues
- Aptitude in Excel-based financial modeling, with specific experience in discounted cash flow modeling
- Strong analytical, credit and accounting skills with high attention to detail and accuracy
- Strong verbal, written, and interpersonal communication skills
- Prior investment banking or capital markets experience is a plus
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast paced and complex environment
- Demonstrated excellence in working effectively as an individual and as part of a team
- High level of initiative and accountability
- Collaborative mindset and ability to work with team members who are in different locations
- Ability to act with integrity, good character and exercise sound judgement
Job Expectations:
- Visa sponsorship is not available
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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:
20 Sep 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.
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.
More Information
Application Details
- Organization DetailsB10 Wells Fargo Bank, N. A.


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