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Senior Portfolio Manager

2 months ago

Houston, Texas, United States Wells Fargo Full time
Job Summary

We are seeking a highly skilled Senior Middle Market Portfolio Manager to join our Commercial Banking team. As a key member of our portfolio management functional area, you will be responsible for performing financial research, underwriting, and structuring of complex relationships.

Key Responsibilities
  • Review and research business financial statements and tax returns to ensure accurate and comprehensive analysis.
  • Collaborate with cross-functional teams to develop and implement portfolio management strategies.
  • Conduct thorough financial analysis and due diligence to identify potential risks and opportunities.
  • Develop and maintain relationships with clients and stakeholders to ensure effective communication and issue resolution.
Requirements
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills with the ability to work effectively with diverse stakeholders.
  • Proven experience in portfolio management, financial analysis, and relationship building.
  • Strong business acumen with the ability to understand market trends and competitor activity.