Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry leader in delivering innovative financing solutions. This role will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
- Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
- Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
- Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees. Develop strong and proficient written and verbal presentation skills
- Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
- Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in sponsor finance at a commercial bank, investment bank or finance company
- Excellent proficiency in accounting and financial modeling
- Strong analytical skills, with heightened attention to detail and accuracy
- Strong verbal and written communication skills
- Ability to work in a fast-paced, deadline-driven environment
- Ability to travel up to 10% of the time
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- 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
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- 125 High St - Boston, MA 02110
- 1800 Century Park E - Los Angeles, CA 90067
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.
$92,000.00 - $145,000.00
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
25 Jun 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.
#BI-Hybrid
Skills Required
- 2+ years of Mid-Corporate Portfolio Management experience (or equivalent via work, training, military, education)
- Ability to travel up to 10% of the time
- Must be authorized to work in the U.S. without visa sponsorship
- Must successfully complete and pass FINRA background screening and ongoing regulatory obligations
Wells Fargo Compensation & Benefits Highlights
How does Wells Fargo ensure its pay and bonus plans are competitive?
Wells Fargo ensures its pay and bonus plans remain competitive through a structured, performance-driven compensation philosophy combined with regular market benchmarking. The company’s approach is centered on “pay for performance,” meaning compensation is directly linked to individual contributions, business results, and overall company performance. This includes evaluating how employees meet regulatory expectations, manage risk responsibly, and contribute to long-term value creation.
To maintain market competitiveness, Wells Fargo conducts global compensation reviews using third-party consultants. These reviews assess both base salary and total compensation across the organization, factoring in role, level, tenure, and geographic differences. The company also evaluates pay equity and has reported no significant unexplained pay gaps following its most recent review. This process ensures that compensation remains aligned with industry standards while reinforcing fairness and transparency.
Bonuses and incentives are designed to reward strong performance and support retention of top talent. Compensation programs are structured not only to motivate employees but also to promote prudent risk management and discourage excessive risk-taking—an important consideration in financial services. In addition to performance-based pay, employees benefit from a comprehensive rewards package that includes a 401(k) match (up to 6%), stock purchase opportunities, and other financial wellness resources.
Together, these practices create a compensation framework that balances competitiveness, fairness, and long-term sustainability—helping Wells Fargo attract, retain, and reward talent across its global workforce.
Employee Perspective
“Wells Fargo has given me the opportunity to pursue my master’s degree. With the tuition reimbursement and the support of my managers, I’ve been able to gain some really valuable skills.”
— Destinee Richey, Business Intelligence Consultant
At-a-Glance
- Compensation philosophy: Pay for performance tied to individual, business, and company outcomes
- Market alignment: Global benchmarking with third-party consultants; no significant unexplained pay gaps
- Bonus structure: Performance-based incentives aligned with results and risk management
- Total rewards: 401(k) match up to 6%, stock purchase plan, financial wellness resources
External Signals
- Comprehensive Benefits: Employees give the company high marks for its benefits package, giving it an ‘A-’ rating and a 73% satisfaction score on external review sites (Comparably).
- LinkedIn Top Companies 2025: #3 overall, #1 in financial services
- Disability Equality Index: 100% score (multiple years)
- CAREERS & the disABLED Top Employers 2024: #3 ranking
- Military Friendly Employer (2025): Top 10 Gold Seal
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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