Job Abstract

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 credit-related and other, ancillary documentation
• Aid in the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment
• Execute on applicable risk programs and adhere to Wells Fargo policies and procedures

Required Qualifications:

• 2+ years 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 fast-paced, deadline-driven environment

Pay Range

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.  Please see our Drug and Alcohol Policy to learn more.