Portfolio Associate - Technology Finance

By using a Site or interacting with a Wells Fargo advertisement or page or account on a third party site, you consent to this Policy, including your consent to our use and disclosure of information about you in the manner described in this Policy.
Portfolio Associate - Technology Finance page is loaded

Portfolio Associate - Technology Finance

Apply

locations

LOS ANGELES, CA

time type

Full time

posted on

Posted Yesterday

job requisition id

R-353953

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:
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 fast-paced, deadline-driven environment
Pay Range
$80,400.00 - $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
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.

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy

#J-18808-Ljbffr