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Wells Fargo

Executive Director - CIB Portfolio Manager, TMT

Sorry, this job was removed at 04:10 a.m. (EST) on Saturday, Dec 06, 2025
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Hybrid
2 Locations
159K-305K Annually
Hybrid
2 Locations
159K-305K Annually

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About this role:
Wells Fargo is seeking an Executive Director-level Portfolio Manager for the Technology, Media & Telecom (TMT) team within Wells Fargo Corporate & Investment Banking (CIB). This TMT CIB Portfolio Manager will partner with Industry Coverage, IG Syndications, Leveraged Finance, Leveraged Underwriting, Macro, Global Payments & Liquidity, and Risk Management to oversee the execution of credit related functions and oversight on a portfolio of private and public companies. The TMT team manages relationships with leading global companies that operate within a wide variety of sub-sectors, including Software, Internet/Digital, Hardware, Semiconductor, Media & Telecom, Data & Analytics, and FinTech.
Corporate & Investment Banking 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.
In this role, you will:
  • Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector, likely with an emphasis on the Technology subsectors, including AI
  • Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, accurate risk ratings, covenant compliance, watchlist updates, and recognition of potential problems loans
  • Provide high touch portfolio monitoring, 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 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 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 various sub-sectors within TMT and its main participants. Occasionally assign projects to junior team members to cultivate and deepen the team's collective knowledge
  • Directly or indirectly manage, mentor and train junior team members
  • Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations to achieve goals
Required Qualifications:
  • 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
Desired Qualifications:
  • 4+ years of experience in deal execution or portfolio management in Technology related subsectors
  • Strong analytical skills with high attention to detail and accuracy
  • Strong accounting skills and ability to analyze financial statements
  • Excellent verbal, written, and interpersonal communication skills
  • High level of initiative and accountability
  • Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
  • Experience in assessing and modifying projection models
  • Strong knowledge of credit agreements and structures
  • Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
  • Ability to multitask, time management and prioritization skills
Location:
  • Charlotte, NC
  • New York, NY
Base Salary: $225,000
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
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.
$159,000.00 - $305,000.00
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:
5 Dec 2025
* 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.

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