Wells Fargo · 11 hours ago
Associate, Sponsor Credit - Technology Finance
Los Angeles, CA
Full-time
Hybrid
Entry Level
$92K/yr - $145K/yr
2+ years expWells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will assist with portfolio management and credit underwriting activities for technology-focused clients, engaging in client interactions and collaborating with internal partners.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees. Develop strong and proficient written and verbal presentation skills
Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices
Qualification
Required
2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience in sponsor finance at a commercial bank, investment bank or finance company
Excellent proficiency in accounting and financial modeling
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
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
2026-02-06
2026-02-06
2026-02-06
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