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Associate, Corporate Banking – Energy & Power Portfolio Management

Wells Fargo Bank
  • Houston, Texas
    11 days ago

    Job Description

    Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

    About this role:

    Wells Fargo is seeking a Corporate Banking Associate to support CIB Banking’s Energy & Power Project Finance Portfolio Management team, which manages a growing loan portfolio with significant activity, including refinancings, project finance monitoring, waivers, and amendments.

    Wells Fargo’s growing Renewables & Asset Finance (“RAF”) business is an integral part of the Power, Utilities & Renewables (“PUR”) group within Energy & Power, providing financing, capital markets and advisory services to corporate clients across the Americas. Our coverage universe includes renewable developers, independent power producers, infrastructure and private equity funds, and utilities globally, supporting lending activity across renewables, thermal generation, midstream, and broader energy infrastructure assets. The PUR group is a market-leading franchise in the sector, including top ranked positions in the equity and debt capital markets league tables.

    In this role, you will:

    • Own the day-to-day management of an assigned portfolio of loans originated by the RAF team, including structured financings such as construction, operating, and warehouse facilities, as well as corporate Holdco financings.
    • Support credit underwriting for an assigned portfolio of accounts, including building and reviewing complex models and performing detailed financial & credit analysis.
    • Perform monthly monitoring of operating & construction financings for renewable assets (wind, solar, and energy storage), including reviewing operating reports as well as progress and monthly construction draws.
    • Oversee coordination with operational teams for all day-to-day activity for the loans, including draws and issuances of Letters of Credit, and support resolution of items escalated.
    • Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and monitoring.
    • Support all credit monitoring work including annual reviews, status updates and focus reviews for the assigned portfolio, accounting for all risk factors and forming and defending risk rating recommendations with oversight from the Portfolio Manager; provide support for audits.
    • Manage communication between Borrowers and the syndicate of lenders for transactions where we act as Administrative Agent, in collaboration with the Leveraged Finance team.
    • Review credit agreements with internal and external counsel, and support the analysis and review of project documents including but not limited to Consultant Reports, Power Purchase Agreements, Operations & Maintenance reports; develop recommendations on waivers, amendments and consents.
    • Review the work of Analysts — including models, credit write-ups and monitoring deliverables — before submission to the Portfolio Manager.
    • Direct, train and develop Analysts on the team, including allocating workstreams and providing performance feedback.
    • Represent the bank in maintaining relationships with clients.
    • Collaborate and consult with peers, internal partners and stakeholders, including clients.
    • Support regular reporting to credit and senior management on the portfolio, in collaboration with more senior staff – including but not limited to oversight of the transaction databases and comps maintained for the team.

    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:

    • Corporate Banking Program Analyst formal training with a Tier 1 bank
    • Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university
    • Understanding of corporate finance principles and capital structuring issues
    • Strong financial modeling, credit, accounting and technical skills with high attention to detail and accuracy
    • Project and structured finance experience, including discounted cash flow modeling
    • Experience reviewing, checking or supervising the work of junior team members
    • Strong verbal, written, and interpersonal communication skills
    • Demonstrated excellence in working effectively as an individual and as part of a team
    • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast paced and complex environment
    • High level of initiative and accountability
    • Collaborative mindset and ability to work with team members who are in different locations
    • Ability to act with integrity, good character and exercise sound judgement

    Job Expectations:

    • Ability to travel up to 10% of the time
    • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Securities Industry Essentials (SIE) and FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.  
    • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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.

    Posting End Date: 

    6 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 unit’s 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.

    Numbers & Facts

    LocationHouston, Texas
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852
    Websitewellsfargojobs.com/en/diversity/disability-inclusion

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

    Skills

    • Analysis Skillsunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Capital Marketsunmatched
    • Code of Federal Regulationsunmatched
    • Commercial Loansunmatched
    • Commercial Real Estateunmatched
    • Communication Skillsunmatched
    • Constructionunmatched
    • Construction Drawingsunmatched
    • Consultingunmatched
    • Corporate Bankingunmatched
    • Corporate Financeunmatched
    • Credit Analysisunmatched
    • Credit Riskunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Discounted Cash Flow (DCF)unmatched
    • Earth Sciencesunmatched
    • Economicsunmatched
    • Equity Securitiesunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Financial Servicesunmatched
    • Financial Transactionsunmatched
    • Fixed Income Investmentsunmatched
    • Governmentunmatched
    • Green Constructionunmatched
    • Interpersonal Skillsunmatched
    • Investment Capitalunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Licensingunmatched
    • Loan Originationunmatched
    • Loan Portfoliounmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Maintain Complianceunmatched
    • Microsoft Exchange Serverunmatched
    • Militaryunmatched
    • Model Reviewunmatched
    • Mortgage Lendingunmatched
    • Portfolio Accountingunmatched
    • Power Managementunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Fundingunmatched
    • Project Evaluationunmatched
    • Project Portfolio Management (PPM)unmatched
    • Project Trackingunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Relationship Managementunmatched
    • Requirements Managementunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Royal Air Forceunmatched
    • Sales Managementunmatched
    • Securitiesunmatched
    • Series 63unmatched
    • Solar Powerunmatched
    • Solution Salesunmatched
    • State Laws and Regulationsunmatched
    • Team Playerunmatched
    • Technical Accountingunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched
    • Underwritingunmatched
    • Warehousingunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

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