Associate, Sponsor Credit - Technology Finance

Technology Finance Associate

Wells Fargo is seeking an associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and portfolio management within the software / technology vertical.

In this role, you will :

Assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation.

Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant.

Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements.

Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit / approval committees. Develop strong and proficient written and verbal presentation skills.

Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team.

Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices.

Required qualifications :

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 :

Experience in sponsor finance at a commercial bank, investment bank or finance company.

Excellent proficiency in accounting and financial modeling.

Strong analytical skills, with heightened attention to detail and accuracy.

Strong verbal and written communication skills.

Ability to work in a fast-paced, deadline-driven environment.

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 East - Los Angeles, California 90067

Pay range :

$92,000.00 - $145,000.00

Benefits :

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.

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

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 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.

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.

Req Number : R-509531