Associate, Corporate Banking - Energy & Power Portfolio Management

Posted Yesterday
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Houston, TX, USA
Hybrid
Junior
Fintech • Financial Services
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The Role
Manage an assigned portfolio of energy and power project finance loans, including credit underwriting, financial modeling, monitoring, refinancings, waivers, amendments, construction draws, and lender coordination. Review credit agreements and project documents, support risk ratings and audits, oversee reporting, and maintain borrower relationships. Review Analysts’ work and provide training, work allocation, and feedback while collaborating with internal stakeholders and clients.
Summary Generated by Built In
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.

Skills Required

  • 2+ years of Corporate Banking Relationship Management experience, or equivalent experience, training, military experience, or education
  • Obtain and maintain applicable FINRA licenses, including SIE and Series 63 and 79 or recognized equivalents, within the specified post-hire timeframe
  • Meet FINRA background screening, financial fitness, criminal background, and ongoing regulatory requirements
  • Understanding of corporate finance principles and capital structuring issues
  • Strong financial modeling, credit, accounting, and technical skills
  • Project and structured finance experience, including discounted cash flow modeling
  • Experience reviewing, checking, or supervising junior team members’ work
  • Undergraduate degree in Business, Finance, Economics, Geoscience, Engineering, or a similar field
  • Corporate Banking Program Analyst formal training with a Tier 1 bank
  • Strong verbal, written, and interpersonal communication skills
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
  • Ability to collaborate with team members in different locations
  • Ability to act with integrity, good character, and sound judgment
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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