Analyst, Corporate Banking - Banking Portfolio Strategy

Wells Fargo’s Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets, and advisory solutions—including sales, trading, and research—to corporate, government, and institutional clients. The team focuses on clients' overall financial needs while managing the total relationship.

About the role

Wells Fargo is seeking an Analyst to support the Banking Portfolio Strategy team within CIB. This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and providing leadership with high-quality insights and materials. The Analyst will gain exposure to portfolio-level risk management strategy as well as individualized credit review and alerts. Collaboration spans Coverage, Underwriting, Capital Management, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management and strategic growth. Ideal candidates have strong analytical skills, exceptional Excel and PowerPoint capabilities, and an interest in credit and portfolio strategy.

Responsibilities

• Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes.
• Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines.
• Support review and control processes for the CIB-Banking portfolio.
• Create and maintain standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality.
• Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management.
• Produce polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums.
• Assist with materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes.
• Partner with Underwriting, Capital Management, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews.
• Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure.

Requirements

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

Qualifications

• Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts.
• Familiarity with portfolio management practices and RWA methodologies.
• Experience working with large datasets or reporting/BI tools.
• Interest in developing expertise in portfolio strategy and credit risk.
• Strong Excel skills (modeling, financial calculations, data analysis).
• Strong PowerPoint skills, with the ability to produce executive-ready presentations.
• Strong analytical, problem-solving, and organizational skills.
• Familiarity with AI prompting techniques.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work independently, manage multiple priorities, and collaborate across teams.

Job Expectations

• Visa sponsorship is not available.
• Willingness to work on-site in accordance with current office requirements.
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire if not already transferred.
• Registration for FINRA Series 63 must be completed within 90 days of hire if not already transferred.
• Registration for FINRA Series 79 must be completed within 90 days of hire if not already transferred.
• This position is subject to FINRA background screening requirements; candidates must pass a background check prior to hire.
• Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
• Successful candidates must meet ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees must comply with applicable policy requirements.

Posting Location: 500 West 33rd St. - New York, New York 10001

Pay

New York City base pay range: $100,000 – $110,000. Pay may vary depending on factors including demonstrated performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. Overall range: $90,000 – $150,000.

Benefits

• 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