Wells Fargo · 1 hour ago
Corporate Banking Associate - Capital & Portfolio Management
CHARLOTTE, NC
Full-time
Onsite
Entry Level
$100K/yr - $196K/yr
2+ years expWells Fargo is seeking an Associate to support the Portfolio Strategy & Credit Administration and Capital Optimization & Returns teams within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high‑quality insights and materials.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Assist in evaluating return on capital for new and existing transactions
Utilize profitability and pricing tools to assess capital efficiency
Contribute to efforts that improve capital deployment, enhance return frameworks, and strengthen data quality
Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes
Assist in regulatory reporting processes, limit framework tracking, and enterprise‑wide portfolio routines
Develop and maintain standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality
Analyze client‑level, industry‑level, and portfolio‑level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management
Produce polished, executive‑ready PowerPoint presentations for senior management, capital and risk committees, and cross‑functional forums
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews
Participate in cross‑functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure
Qualification
Required
2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks
Experience working with large datasets or reporting/BI tools
Demonstrated interest in developing expertise in capital optimization, portfolio strategy, and credit risk
Strong Excel skills (modeling, financial calculations, data analysis)
Strong PowerPoint skills, with the ability to produce executive‑ready presentations
Strong analytical, problem‑solving, and organizational skills
Excellent verbal, written, and interpersonal communication skills
Ability to work independently, manage multiple priorities, and collaborate across teams
Benefits
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
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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