Mid-Corporate Senior Financial Analyst

About This Role

Wells Fargo is seeking a Mid-Corporate PM Senior Financial Analyst in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West Region.

In This Role, You Will

• Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
• Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
• Research complex financial and credit information for commercial businesses according to business unit standards
• Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
• Review all pertinent documentation to ensure transactions are documented and approved per policy
• Help with the development and execution of company-wide strategic initiatives, via specialized project work and/or assignments
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency

Required Qualifications

• 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
• Completion of a formal credit training program
• 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
• Experience with nCino
• 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

Locations

• 1800 Century Park E - Los Angeles, CA 90067
• 1655 Grant St - Concord, CA 94520
• 400 Capitol Mall - Sacramento, CA 95814
• 299 S Main St - Salt Lake City, UT 84111

Pay

$77,000.00 - $145,000.00

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