Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Learn more about our career areas and lines of business at wellsfargojobs.com.
About this role:
Wells Fargo is seeking an Associate to support CIB Banking’s Energy & Power Portfolio Management team with a focus on Oil and Gas. The role will be responsible for supporting credit underwriting, portfolio monitoring, financial analysis, risk rating assessment, and transaction execution for a portfolio of loans to upstream companies.
Wells Fargo’s Oil and Gas business is an integral part of the Energy and Power group providing financing, capital markets and advisory services. The group is a market-leading franchise with top-ranked positions in debt and equity capital markets and a longstanding commitment to serving clients across North America.
In this role, you will:
- Own the day-to-day management of an assigned portfolio of loans with complex capital structures and significant financing requirements.
- Support credit underwriting, including building and reviewing complex projection models and performing detailed financial & credit analysis.
- Monitor borrower performance and provide ongoing market intelligence on upstream credit trends, regulatory developments, financing markets, and emerging risks affecting the Oil and Gas portfolio.
- Support all credit monitoring work including borrowing base redeterminations, annual reviews, status updates and focus reviews for the assigned portfolio, accounting for all risk factors and forming and defending risk rating recommendations with oversight from the Portfolio Manager.
- Lead coordination and execution of loan closings ensuring satisfaction of all booking, legal documentation and compliance requirements.
- Oversee coordination with operational teams for all day-to-day activity for the loans, including draws and issuances of Letters of Credit, and support resolution of items escalated.
- Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and monitoring.
- Manage communication between Borrowers and the syndicate of lenders for transactions where we act as Administrative Agent.
- Review the work of Analysts — including models, credit write-ups and monitoring deliverables — before submission to the Portfolio Manager.
- Direct, train and develop Analysts on the team, including allocating workstreams and providing performance feedback.
- Represent the bank in maintaining relationships with clients.
- Collaborate and consult with peers, internal partners and stakeholders, including clients.
- Support regular reporting to credit and senior management on the portfolio, in collaboration with more senior staff.
Required Qualifications:
- 2+ years of Corporate Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Corporate Banking Program Analyst formal training with a Tier 1 bank
- Understanding of corporate finance principles, capital structuring, and/or upstream oil and gas industry and related reporting
- Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university
- Strong financial modeling, credit, accounting and technical skills with high attention to detail and accuracy
- Experience reviewing, checking or supervising the work of junior team members
- Strong verbal, written, and interpersonal communication skills
- Demonstrated excellence in working effectively as an individual and as part of a team
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast paced and complex environment
- High level of initiative and accountability
- Collaborative mindset and ability to work with team members who are in different locations
- Ability to act with integrity, good character and exercise sound judgement
Job Expectations:
- Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
- Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- 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.
Posting Locations:
- 1000 Louisiana St. Houston, TX 77002
Pay Range - $125,000 - $175,000
Posting End Date:
22 Oct 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
