Wells Fargo

Mid-Corporate Senior Financial Analyst

Wells Fargo  •  $77k - $133k/yr  •  Chicago, IL (Hybrid)  •  2 days ago
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Job Description

About this role:

Wells Fargo is seeking a Mid-Corporate Senior Financial Analyst in Commercial Banking to work in partnership with small deal teams that provide research, analysis, and underwriting to prepare recommendations to extend credit and monitor borrowing relationships with clients whose annual revenues are generally $500MM and above. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking


In this role, you will:

  • Assist with the underwriting and execution of financing transactions, including completion of due diligence, credit analysis, and drafting credit approval memorandums
  • Analyze a wide range of detailed information including financial statements and projections, lender presentations, management presentations, and third-party reports
  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Aid in the presentation of transaction to credit approvers and senior leaders in a clear and concise manner with well-reasoned support
  • Participate in low to moderately complex Mid-Corporate Portfolio Management assignments
  • Assist in the development and execution of company-wide strategic initiatives via specialized project work and/or assignments
  • Integrate AI tools into underwriting and portfolio management workflows to streamline research, accelerate production, and drive innovation and efficiency.
  • Collaborate and consult with Mid-Corporate Portfolio Management peers, colleagues, internal stakeholders as well as internal and external customers to resolve issues and achieve goals

Required Qualifications, US:

  • 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

Desired Qualifications:

  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including the ability to present to decision makers and other stakeholders in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher

Job Expectations:

  • Ability to travel up to 10% 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

Locations:

  • 10 S Wacker Dr - Chicago, IL 60606

  • 600 S 4th St - Minneapolis, MN 55415

  • 401 Las Colinas Blvd W - Irving, TX 75039

  • 1000 Louisiana St - Houston, TX 77002

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$77,000.00 - $133,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

7 Jul 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 unit’s risk appetite and all risk and compliance program requirements.

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.

Wells Fargo

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Francisco, California
Year Founded
Unknown
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