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Healthcare Portfolio Manager - Analyst

Wells Fargo

CHARLOTTE, NCMid
Sign in to applyVerified 59m ago
Location
CHARLOTTE, NC
Work model
On-Site
Level
Mid
Posted
16h ago

About this role

About this role: Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnerships with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing client relationships. Portfolio consists of corporate (primarily leveraged) and sponsor-backed portfolio companies in the healthcare space. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Research complex financial and credit information for commercial businesses according to business unit standards Play an instrumental role in the deal process including due diligence, credit analysis, industry and business risk analysis, financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized corporate or sponsor-backed portfolio companies in the healthcare space Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews Collaborate and consult with internal and external stakeholders to understand credit needs and represent the bank in developing and maintaining client relationships Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency Assist with special projects as assigned 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 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 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  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. Locations: 550 S Tryon St - Charlotte, NC 28202 Posting End Date:   23 Aug 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

Healthcare Portfolio Manager - Analyst at Wells Fargo, CHARLOTTE, NC | Yoinka