Sponsor Credit Finance Jobs

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Associate, Sponsor Credit - Technology Finance

Wells Fargo Los Angeles, CA

1mo ago

$92k - $145k/yr Full time Associate Commercial Banking Credit

Associate Commercial Banking Credit

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Job Description

Overview

Wells Fargo invites an Associate to join the Technology Finance team within the Commercial Bank's Sponsor Credit group, a leader in delivering innovative financing solutions. This role centers on underwriting and portfolio management for software/technology clients, primarily sponsor-backed, within a dedicated team focusing on the technology vertical.

What you'll do

Support portfolio management and credit underwriting for an assigned portfolio of technology-focused, sponsor-backed clients, performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and preparation of credit memoranda.
Engage in regular client interaction and relationship management with CEOs, CFOs and private equity sponsors for the assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute relationship plans, and join meetings when relevant.
Review credit agreements and other loan documentation while assisting with legal diligence and negotiation. Over time, develop proficiency in structuring, negotiating, and documenting facility agreements.
Conduct and frequently present credit and financial analyses to business leadership and Independent Risk Management (IRM) in various forums, including portfolio reviews, pre-screen discussions, and credit/approval committees. Cultivate strong written and verbal presentation skills.
Participate in enterprise-wide strategic initiatives and ad-hoc projects to improve team efficiency and effectiveness.
Collaborate with peers and functional partners, building internal relationships that enhance role effectiveness. Leverage internal AI platforms to improve efficiency and apply best practices as generative AI tools proliferate.

Required Qualifications

2+ years of Mid-Corporate Portfolio Management experience, or an equivalent demonstration through a combination of work experience, training, military service, or education.

Desired Qualifications

Experience in sponsor finance at a commercial bank, investment bank, or finance company.
Strong proficiency in accounting and financial modeling.
Advanced analytical capabilities with meticulous attention to detail.
Excellent verbal and written communication skills.
Ability to thrive in a fast-paced, deadline-driven environment.

Job Expectations

Travel up to 10% of the time.
This position is not eligible for Visa sponsorship.
Hybrid work schedule is offered.
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 adhere to policy requirements if hired. Details will be shared during recruitment.
This position is subject to FINRA background screening requirements. Candidates must successfully pass a background check prior to hire. In accordance with FINRA rules, individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations, including periodic screening and mandatory incident reporting, must be met as required.

Location

1800 Century Park East - Los Angeles, California 90067

Pay Range

Pay Range: Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$92,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with

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