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+. In This Role, You Will:

• Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact.
• Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area.
• Review and analyze complex multi-faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors.
• Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives.
• Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals.
• Lead mid Corporate Portfolio Management projects and teams.
• Serve as a peer mentor.

Required Qualifications

• 5+ 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

• 4+ years of experience underwriting in Restaurant Finance.
• 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.
• Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
• Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
• 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.

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.
• Able 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