Healthcare Portfolio Manager - Analyst

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Charlotte, NC, USA
Hybrid
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
In this role, you will:
  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies. loan structuring decision making activities and determining creditworthiness for Middle Market and Mid-Corporate sized companies
  • Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
  • Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
  • Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Required Qualifications, US:
  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • A BS/BA degree or higher

Job Expectations:
  • Ability to travel up to 10% of the time
  • This position does not support Visa Sponsorship
  • Ability to work 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

Job Locations:
  • 550 S Tryon St, Charlotte, NC 28202

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support The package includes a dollar‑for‑dollar 401(k) match on employee contributions up to 6% of eligible pay and access to a stock purchase plan with no brokerage or dividend reinvestment fees. This combination supports long‑term savings and ownership alongside salary.
  • Parental & Family Support The offering provides up to 16 weeks of paid parental leave for a primary caregiver, reimbursement up to a $35,000 lifetime maximum for adoption, surrogacy, and donor expenses, and backup child and adult care days. Additional paid critical caregiving leave underscores support for broader family needs.
  • Leave & Time Off Breadth Paid time off scales meaningfully with tenure, paired with up to 13 paid holidays annually and separate community‑service PTO. This breadth gives employees structured flexibility for rest, holidays, and volunteering.

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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 $2.1 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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