Cib Portfolio Associate

6 months ago

Bengaluru Karnataka, India Wells Fargo Full time

**About this role**:
Wells Fargo is seeking CIB Portfolio Associate

**In this role, you will**:

- Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to planning related to functional area deliverables
- Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables
- Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements
- Provide information to managers, functional colleagues and stakeholders
- Reviewing monthly servicer/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continue to perform in accordance with the terms of the credit agreement. Preparing quarterly surveillance decks summarizing above key information and terms for the entire ABS&L portfolio.
- Financial spreading and performing quarterly credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness of borrower/servicer/parent while keeping track of the latest developments in the assigned asset classes.
- Assisting US-based partners in preparing and drafting of annual credit reviews, as well as providing need-based support in conducting financial analysis for pipeline deals.
- Preparing tearsheets to evaluate financial performance of the lessees (counterparties to WF borrowers) based on top exposure concentration within the aircraft and shipping/ container portfolio.
- Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis.
- Assisting senior team members on transformation/efficiency/process improvement projects, including those with broader impact.

**Required Qualifications**:

- 6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:

- At least a B.Com/M.Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus.
- Up to 3 years' experience in credit analysis/underwriting of corporates/FIG clients, structured finance, or debt capital markets. Securitization and / or ABS markets related experience and exposure would be an added advantage.
- Good understanding of financial statements and accounting policies of large corporates and/or financial institutions with ability to comprehend key risks.
- Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus.
- Strong communication skills - both verbal and written. Ability to speak articulately and strong business writing skills.
- High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment.
- Must be comfortable working independently and as part of a team.
- Must be flexible to work in EMEA/partial US shift as per business requirements

**Job Expectations**:
The role is in Asset-Backed Securitization & Lending (ABS&L) team which is a part of Structured Product Group that sits within CIB Front Office support team in India. ABS&L team provides direct structured lending (warehouse and term financing) and capital market solutions to companies that originate / invest in consumer (such as auto loans, credit card receivables, Telecom handset receivables, etc.) and commercial assets (aircraft, shipping containers, timeshare, and others). WFIP processes are evolving with significant growth witnessed as an outcome of transitioning of critical processes from the US to the Front Office support functions in WFIP.

The CIB Front Office team supports a hybrid work model with a 60:40 WFO/WFH flexibility.

**Posting End Date**:
**Job posting may come down early due to volume of applicants.**

**We Value Diversity**

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

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