Lead Mid-Corporate Portfolio Manager - Restaurant Finance

About This Role

Wells Fargo is seeking a Lead Mid-Corporate Portfolio Manager to support our Restaurant Finance group with clients having annual revenues of $500M+. The role involves leading complex Mid-Corporate Portfolio Management initiatives, reviewing and analyzing multi-faceted challenges, and collaborating with peers and managers to achieve goals.

Required Qualifications

• 5+ years of Mid-Corporate Portfolio Management experience, or equivalent through work experience, training, military experience, or education
• 4+ years of experience underwriting in Restaurant Finance
• Significant experience with credit documentation and administrative agent duties on syndicated transactions
• Knowledge and understanding of other core banking products and services, including treasury management/deposits, rates and FX, and capital markets
• Strong analytical skills, with heightened attention to detail and accuracy
• Advanced proficiency in accounting principles, financial statement analysis, financial modeling, and business writing
• Experience developing and maintaining external and internal partnerships
• Experience in adopting and executing change management to enable business growth
• Excellent verbal, written, and interpersonal communication skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
• Completion of a formal training program
• Bachelor's degree in accounting, finance, or business

Desired Qualifications

• Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
• Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections
• Experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions

Job Expectations

• This position is not eligible for visa sponsorship
• The position offers a hybrid work schedule (1 day per week WFH)
• 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
• Ability to travel up to 10-15% of the time

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