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 market. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking

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, US:

• 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. Information will be shared about expectations during the recruitment process 

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 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.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

*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.

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.