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Healthcare Portfolio Manager - Vice President

Wells Fargo

CHARLOTTE, NCStaff
Sign in to applyVerified 1h ago
Location
CHARLOTTE, NC
Work model
On-Site
Level
Staff
Posted
16h ago

About this role

About this role: Wells Fargo is seeking a Lead Mid-Corporate Portfolio Manager in Specialized Industries – Healthcare for the Commercial Bank. Learn more about the career areas and lines of business at wellsfargojobs.com . As a Vice President on the Healthcare team, you will lead the underwriting and portfolio management of credit facilities for corporates (primarily leveraged) and sponsor-backed portfolio companies in the healthcare space covered by Commercial Banking. You may also contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage. This role has an initial focus on supporting our fast-growing middle market strategy. In this role, you will: Deal Team Leadership: Serve as the lead underwriter of high performing deal teams driving the execution, communication, structuring, negotiation and presentation of complex corporate (primarily leveraged) as well as sponsor-backed transactions in the healthcare space Direct analysis: You will direct the production of sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure Portfolio Management: oversee the production of periodic reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale Partner with Relationship Managers and product teams to support client strategy Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities Identify opportunities for process improvements Lead special projects as assigned Required Qualifications: 5+ 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: Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, or private equity Experience directing multiple team members and parallel workstreams, seting clear accountability, and communicating effectively across deal teams and stakeholders Advanced proficiency in accounting principles, financial statement analysis, and financial modeling Experience with credit documentation, including term sheets and credit agreements Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings Strong analytical skills, with heightened attention to detail and accuracy Excellent written and verbal communication skills Ability to work in a fast-paced, deadline-driven environment Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) Job Expectations: Ability to travel up to 10% of the time  This

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