Portfolio Assistant Jobs in Basking Ridge, NJ (NOW HIRING)

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

About This Role

Wells Fargo is seeking an Analyst to support the Banking Portfolio Strategy team within the Corporate & Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with highquality insights and materials.

This unique opportunity provides exposure from a portfolio level risk management strategy as well as individualized credit review/alerts perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Capital Management, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management and strategic growth strategy.

This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in credit and portfolio strategy.

In This Role, You Will Support:

Banking Portfolio Strategy

• Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes
• Assist in regulatory reporting processes, limit framework tracking, and enterprisewide portfolio routines
• Support review and control processes for the CIB-Banking portfolio

Analytics, Reporting & Presentation

• Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality
• Analyze clientlevel, industrylevel, and portfoliolevel data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management
• Support production of polished, executiveready PowerPoint presentations for senior management, capital and risk committees, and crossfunctional forums
• Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes

CrossFunctional Collaboration

• Partner with Underwriting, Capital Management, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews
• Participate in crossfunctional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure

Required Qualifications

• 6+ months 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

• Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts
• Familiarity with portfolio management practices and RWA methodologies
• Experience working with large datasets or reporting/BI tools
• Interest in developing expertise in portfolio strategy and credit risk
• Strong Excel skills (modeling, financial calculations, data analysis)
• Strong PowerPoint skills, with the ability to produce executiveready presentations
• Strong analytical, problemsolving, and organizational skills
• Familiarity with AI prompting techniques
• Excellent verbal, written, and interpersonal communication skills
• Ability to work independently, manage multiple priorities, and collaborate across teams

Job Expectations

• Visa sponsorship is not available
• Willingness to work on-site in accordance with current office requirements
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
• 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.
• 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.

• 500 West 33rd St. - New York, New York 10001

• New York City-Pay Range: $100,000 - $110,000

Pay Range

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.

Posting End Date:

*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, visitDisability 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.