# Analyst, Corporate Banking – Financial Institutions Portfolio Management [Wells Fargo](https://www.jorb.ai/firms/wells-fargo.md) · New York · United States · [Corporate, Commercial & Institutional Banking](https://www.jorb.ai/jobs/corporate-commercial-institutional-banking.md) Wells Fargo is hiring a Analyst, Corporate Banking – Financial Institutions Portfolio Management in New York. Posted 2026-09-01; applications close 2026-10-31. **Apply**: https://wd1.myworkdaysite.com/recruiting/wf/WellsFargoJobs/job/NEW-YORK-NY/Analyst--Corporate-Banking---Financial-Institutions-Portfolio-Management_R-572683 Posted 4d ago. ## Role details ## Corporate & Investment Banking (CIB) Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to clients, CIB provides corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. ## About This Role Wells Fargo is seeking a Corporate Banking Analyst to join Wells Fargo’s CIB. The Analyst will join and grow one of the industry’s leading Financial Institutions practices, which covers insurance, asset managers, market structure, and specialty finance companies. The Analyst will support the credit underwriting and portfolio monitoring of Wells Fargo’s non-bank financial institutions portfolio. ## In This Role, You Will - Participate in structuring and executing transactions and support Portfolio Managers with financial and credit analysis for a portfolio of loans within Financial Institutions. - Build and maintain financial models for new and existing credits, including sensitivity and downside cases, and verify model outputs for accuracy. - Prepare first drafts of credit approval documents and supporting exhibits for review by the Portfolio Manager, including due diligence summaries, risk analysis, risk rating templates, and return analysis. - Support credit underwriting work by accounting for all risk factors and preparing supporting analysis for risk rating recommendations. - Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations, and lending recommendations. - Provide ongoing monitoring and maintenance of the portfolio, liaising with back office and middle office teams on day-to-day operational matters. - Develop presentation materials for client meetings and internal discussions; support follow-up items with clients after calls through to resolution to help the broader deal team. - Work with more senior staff to present recommendations for growing and maintaining a portfolio of profitable clients in FIG through proactive, strategic, and consistent business development and client retention. - Prepare and maintain recurring management reporting, transaction databases, and comparable transaction files for the team. - Escalate identified issues, covenant and reporting exceptions, and data discrepancies to the Associate or Portfolio Manager in a timely manner. - Collaborate and consult with peers, internal partners, and stakeholders. ## Required Qualifications - 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. ## Desired Qualifications - Undergraduate degree (Business, Finance, Economics, Accounting, or similar) from a four-year accredited college or university. - Strong verbal, written, and interpersonal communication skills. - Strong financial modeling, credit, accounting, and technical skills with high attention to detail and accuracy. - Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast-paced, and complex environment. - Strong organizational, multi-tasking, and prioritizing skills. - Demonstrated excellence in working effectively as an individual and as part of a team. - Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills. - High level of initiative and accountability. - Experience contributing to project teams. - Collaborative mindset and ability to work with team members in different locations. - Ability to act with integrity, good character, and sound judgment. ## Job Expectations - Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment. Securities Industry Essentials (SIE) and FINRA Series 63 and 79 examinations, or equivalent, must be completed within either a 90- or 180-day time period following commencement of employment, depending on the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the SIE exam co-requisite is required. - This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements, including additional screening, and are required to report certain incidents. - Specific compliance policies may apply regarding outside activities or personal investing; affected employees are expected to provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if hired. Expectations will be shared during the recruitment process. ## Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $90,000.00 - $150,000.00 ## Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. - 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 ## Additional Information Posting End Date: 4 Sep 2026 * Job posting may come down early due to volume of applicants. ## 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 a focus on building strong customer relationships balanced with a strong risk-mitigating and compliance-driven culture. Employees are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), including effectively following and adhering to applicable Wells Fargo policies and procedures, fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Emphasis is placed on proactive monitoring, governance, risk identification and escalation, 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. Please see the Drug and Alcohol Policy to learn more. ## Wells Fargo Recruitment and Hiring Requirements - Third-party recordings are prohibited unless authorized by Wells Fargo. - Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ## Applying to this role This Analyst, Corporate Banking – Financial Institutions Portfolio Management role at Wells Fargo runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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