Job Description

Associate, Portfolio Strategy & Capital Optimization

Wells 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. This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Associate will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy.

In This Role, You Will Support:

• Capital Optimization
• Portfolio Strategy & Credit Administration
• Analytics, Reporting & Presentations
• Cross-Functional Collaboration

Required Qualifications:

• 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

Desired Qualifications:

• 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

Job Expectations:

• Ability to work in a fast-paced environment with strict deadlines
• Ability to interact with senior leaders and cross-functional partners
• Willingness to work on-site in accordance with current office requirements
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Additional Compensation Details:

• Base Pay: $125,000-175,000
• May be considered for an annual discretionary bonus

Work Location:

• Charlotte, NC
• New York, NY

Pay Range:

$100,000.00 - $196,000.00

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

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