Cib Portfolio Associate

7 months ago

Bengaluru Karnataka, India Wells Fargo Full time

**Responsibilities includes, but not limited to -**
- 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**:

- 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.

**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 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**

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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