Wells Fargo · 1 week ago
Healthcare Portfolio Manager - Analyst
Charlotte, NC
Full-time
Hybrid
Entry, Mid Level
2+ years expWells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. The role involves conducting credit analysis and financial modeling for healthcare companies, collaborating with stakeholders to understand credit needs and maintain client relationships.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Research complex financial and credit information for commercial businesses according to business unit standards
Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies
Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships
Qualification
Required
2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Strong analytical skills including analyzing complex data
Ability to perform in depth commercial financial statement analysis
Knowledge and understanding of debt and equity capital markets
Underwriting experience
Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
A BS/BA degree or higher
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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