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Wells Fargo · 1 day ago

Executive Director, Corporate Bank Portfolio Manager - Renewables

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

$159K/yr - $305K/yr

7+ years exp

Wells Fargo is seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The role involves managing credit functions and portfolio oversight for a diverse range of companies in the energy transition and renewables sector.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio or public companies across the Energy Transition / Renewables sector

Detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio

Provide high touch portfolio monitoring, trending & analytics and aggregate reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners

Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements

Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed

Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams

Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others

Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members

Ensure that all credit and risk monitoring is adequately performed and that internal reporting requirements are adequately and timely completed

Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank's existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks. Finalize recommendations for internal risk ratings

Provide ongoing market intelligence to the team as to the Renewable sector and its main participants. Occasionally assign projects to junior team members to cultivate and deepen the team's collective knowledge

Involved with managing, mentoring and training junior team members

Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations, and Renewable Energy & Environmental Finance to achieve goals

Qualification

Portfolio ManagementCredit AnalysisFinancial ModelingRenewables Project FinanceAnalytical SkillsAccounting SkillsMicrosoft ExcelCommunication SkillsTime ManagementTeam LeadershipInterpersonal Skills

Required

7+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education