Portfolio Associate - Los Angeles, United States - Wells Fargo

Wells Fargo

Verified Company

Los Angeles, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

About this role:

Wells Fargo is seeking a Portfolio Associate who will be a member of Wells Fargo Capital Finance's Technology Finance business unit, an industry leader in delivering financing solutions to private equity-owned software/technology companies.

The Associate will work closely with a Relationship Manager as part of the deal team, and will be responsible for managing a portfolio of middle market software client relationships to address their lifecycle needs, including M&A and growth-oriented capital.

In this role, you will:

Assist with the execution of financing transactions, for financial sponsors and customers, including (i) completion of due diligence, (ii) financial modeling, (iii) credit analysis and, (iv) drafting and presenting credit memorandums
Engage (directly), and build relationships, with customers and their respective executive leadership and finance teams
Complete ongoing financial performance analyses, for portfolio, and present to senior leadership and risk management
Prepare and review enterprise, and cash flow, valuation analyses
Review legal diligence and assist in negotiation of creditrelated and other, ancillary documentation
Aid in the development and execution of Technology Finance and companywide strategic initiatives, via specialized project work and/or assignment
Execute on applicable risk programs and adhere to Wells Fargo policies and procedures

Required Qualifications:

6+ months of Specialty Industry Lending Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

2+ years experience in commercial lending, credit, investment banking, consulting, or accounting, preferably in the software/technology sector
Advanced Microsoft Office (Excel and PowerPoint) skills
Experience in financial analysis and modeling and, knowledge of accounting principles and concepts
Strong analytical skills, with heightened attention to detail and accuracy
Strong verbal and written communication skills
Ability to work in a fastpaced, deadlinedriven environment

Pay Range
$80, $143,000.00

Benefits
Wells Fargo provides all eligible full
- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits

Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement

Posting End Date:

1 May 2024
-
Job posting may come down early due to volume of applicants.

We Value Diversity

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

Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.