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Analyst, Corporate Banking - Banking Portfolio Strategy

Wells Fargo

NEW YORK, NYMid
Sign in to applyVerified 1h ago
Location
NEW YORK, NY
Work model
On-Site
Level
Mid
Posted
16h ago

About this role

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About This Role Wells Fargo is seeking an Analyst to support the Banking Portfolio Strategy team within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high‑quality insights and materials. This unique opportunity provides exposure from a portfolio level risk management strategy as well as individualized credit review/alerts perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Capital Management, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management and strategic growth strategy. This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in credit and portfolio strategy. In This Role, You Will Support: Banking Portfolio Strategy Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes Assist in regulatory reporting processes, limit framework tracking, and enterprise‑wide portfolio routines Support review and control processes for the CIB-Banking portfolio Analytics, Reporting & Presentation Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality Analyze client‑level, industry‑level, and portfolio‑level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management Support production of polished, executive‑ready PowerPoint presentations for senior management, capital and risk committees, and cross‑functional forums Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes Cross‑Functional Collaboration Partner with Underwriting, Capital Management, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews Participate in cross‑functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure Required Qualifications 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts Familiarity with portfolio management practices and RWA methodologies Experience working with large datasets or reporting/BI tools Interest in developing expertise in portfolio strategy and credit risk Strong Excel skills (modeling, financial calculations, data analysis) Strong PowerPoint skills, with the ability to produce executive‑ready presentations Strong analytical, problem‑solving, and organizational skills Familiarity with AI prompting techniques Excellent verbal, written, and interpersonal communication skills Ability to work independently, manage multiple priorities, and collaborate across teams Job Expectations Visa sponsorship is not available ​ Willingness to work on-site in accordance with current office requirements 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. Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. Registration for FINRA Series

Analyst, Corporate Banking - Banking Portfolio Strategy at Wells Fargo, NEW YORK, NY | Yoinka