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Senior Mid-Corporate Portfolio Manager

ExperiencedNo visa sponsorship

Posted 6 days ago

No clicks

**Senior Mid-Corporate Portfolio Manager** at Wells Fargo, you'll lead or participate in complex portfolio management of US-based energy, ag, and metals clients. Your key responsibilities include analyzing multi-faceted business challenges, independently resolving issues, collaborating with peers, and mentoring team members. With 4+ years of mid-corporate portfolio management experience and credit underwriting expertise, you'll excel in this role. Must-have skills include advanced Excel for financial analysis, attention to detail, and superior communication skills. This hybrid position requires minimal travel, offers a hybrid work schedule, and is not visa sponsorship-eligible. FINRA background screening required.

Compensation
Not specified

Currency: Not specified

City
Houston
Country
United States

Full Job Description

About this role:

Wells Fargo is seeking a Senior Portfolio Manager as part of the Specialized Industry - Commodity Finance group in the Commercial Bank. The client portfolio is primarily comprised of commodity traders and marketers in the Energy/Ag/Metals space throughout the United States. This is a junior underwriting role supporting credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Learn more about the career areas and business divisions at wellsfargojobs.com. #CommercialBanking


In this role, you will:

  • Lead or participate in moderately complex Mid-Corporate Portfolio Management initiatives
  • Act as participant in large-scale planning for Mid Corporate Portfolio Management functional area
  • Review and analyze moderately complex multi-faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors
  • Independently resolve moderately complex issues and lead team to meet Mid-Corporate Portfolio Management deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
  • Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle level managers to resolve issues and achieve goals
  • Participate in Mid-Corporate Portfolio Management projects and may lead teams
  • Serve as a peer mentor


Required Qualifications, US:

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 2+ years of credit underwriting experience
  • Proven advanced analytical skills in performing in depth financial statement review
  • Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Demonstrated attention to detail and organizational skills while working in a high paced environment
  • Bachelors degree in accounting, finance, or business 
  • Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with partners both in person and remotely


Job Expectations:

  • Ability to travel up to 5% of the time 
  • This position is not eligible for Visa sponsorship 
  • This position offers a hybrid work schedule 
  • 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 
  • 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

Location: 

  • 1000 Louisiana Street - Houston, Texas 77002

Posting End Date: 

23 Sep 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


Senior Mid-Corporate Portfolio Manager

Compensation

Not specified

City: Houston

Country: United States

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

6 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Senior Mid-Corporate Portfolio Manager** at Wells Fargo, you'll lead or participate in complex portfolio management of US-based energy, ag, and metals clients. Your key responsibilities include analyzing multi-faceted business challenges, independently resolving issues, collaborating with peers, and mentoring team members. With 4+ years of mid-corporate portfolio management experience and credit underwriting expertise, you'll excel in this role. Must-have skills include advanced Excel for financial analysis, attention to detail, and superior communication skills. This hybrid position requires minimal travel, offers a hybrid work schedule, and is not visa sponsorship-eligible. FINRA background screening required.

Full Job Description

About this role:

Wells Fargo is seeking a Senior Portfolio Manager as part of the Specialized Industry - Commodity Finance group in the Commercial Bank. The client portfolio is primarily comprised of commodity traders and marketers in the Energy/Ag/Metals space throughout the United States. This is a junior underwriting role supporting credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Learn more about the career areas and business divisions at wellsfargojobs.com. #CommercialBanking


In this role, you will:

  • Lead or participate in moderately complex Mid-Corporate Portfolio Management initiatives
  • Act as participant in large-scale planning for Mid Corporate Portfolio Management functional area
  • Review and analyze moderately complex multi-faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors
  • Independently resolve moderately complex issues and lead team to meet Mid-Corporate Portfolio Management deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
  • Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle level managers to resolve issues and achieve goals
  • Participate in Mid-Corporate Portfolio Management projects and may lead teams
  • Serve as a peer mentor


Required Qualifications, US:

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 2+ years of credit underwriting experience
  • Proven advanced analytical skills in performing in depth financial statement review
  • Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Demonstrated attention to detail and organizational skills while working in a high paced environment
  • Bachelors degree in accounting, finance, or business 
  • Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with partners both in person and remotely


Job Expectations:

  • Ability to travel up to 5% of the time 
  • This position is not eligible for Visa sponsorship 
  • This position offers a hybrid work schedule 
  • 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 
  • 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

Location: 

  • 1000 Louisiana Street - Houston, Texas 77002

Posting End Date: 

23 Sep 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.