Senior Lead – Mid-Corporate Portfolio Manager

Wells Fargo

. Lead underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking .

Posted 10/5/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in underwriting and portfolio management of credit facilities, with a strong foundation in credit analysis, financial modeling, and documentation. Capable of leading teams, mentoring junior members, and effectively communicating complex credit structures and risks to stakeholders.

Highest-signal resume keywords

Mid-Corporate Portfolio ManagementCredit AnalysisFinancial ModelingCredit DocumentationLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisCredit Risk AssessmentCovenant StructuringIntegrated Operating ModelsLBO ModelingCredit Approval MemorandaVariance AnalysisEconomic Indicator MonitoringData-Room SynthesisAI Tool Integration

Soft Skills

Effective CommunicationAttention to DetailMentoringTeam LeadershipDeadline Management

Tools & Technologies

Microsoft Office

Industry Keywords

Private EquitySponsor-Backed TransactionsCommercial BankingInvestment BankingLeveraged FinanceCredit AgreementsTerm SheetsIntercreditor ProvisionsM&ACapital Structures

About the role

Key responsibilities & impact

Lead underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking
Contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage
Serve as lead underwriter for complex private equity-backed transactions, driving execution, communication, structuring, negotiation, and presentation
Direct production of sensitized integrated operating/LBO models, size debt capacity and covenant headroom, produce credit analysis, and write credit approval memoranda
Synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics, competitive positioning, and risks/mitigants
Review and comment on term sheets, credit agreements, and intercreditor documents; align protections with the underwriting thesis
Present credit analyses to senior approvers and risk committees, articulating the credit thesis, risks, mitigants, and recommended structure
Oversee periodic reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts
Execute amendments and waivers, negotiate covenant resets/consents, and document credit rationale
Monitor economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
Integrate AI tools into underwriting and portfolio workflows
Mentor junior team members through training, guidance, and feedback

Requirements

What you’ll need

7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
Strong leadership skills, with the ability to direct multiple team members and parallel workstreams, set clear accountability, and communicate effectively across deal teams and stakeholders
Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
Strong analytical skills, with heightened attention to detail and accuracy
Excellent written and verbal communication skills
Ability to work in a fast-paced, deadline-driven environment
Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Ability to travel up to 10% of the time
Not eligible for Visa sponsorship
Must comply with applicable outside activities and personal investing policies if hired

Benefits

Comp & perks

Hybrid work schedule
Ability to travel up to 10% of the time