Lead Mid-Corporate Portfolio Manager - Restaurant Finance
About this role:
Wells Fargo is seeking a Lead Mid-Corporate Portfolio Manager to support our Restaurant Finance group with clients having annual revenues of $500M+ as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
Lead mid Corporate Portfolio Management projects and teams
Serve as a peer mentor
Required Qualifications:
5+ 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:
4+ years of experience underwriting in Restaurant Finance
Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets
Strong analytical skills, with heightened attention to detail and accuracy
Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing.
Experience developing and maintaining external and internal partnerships
Experience in adopting and executing change management to enable business growth
Excellent verbal, written, and interpersonal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Completion of a formal training program
Bachelor’s degree in accounting, finance, or business
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule (1 day per week WFH)
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
Ability to travel up to 10-15% of the time
#CommercialBanking
Location:
1808 Aston Avenue Carlsbad, CA
550 South Tryon Street - Charlotte, NC
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $260,000.00Benefits
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:
16 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.
