Global Banking and Markets Portfolio Manager

1 day ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time

Wells Fargo Bank offers a dynamic career opportunity for an experienced professional to join our Corporate & Investment Banking Front Office team as a Portfolio Manager. This role is part of the Fund Finance Group, which provides financing to private equity funds and asset managers through structured and syndicated credit facilities.

About Us

We are one of the largest financial services companies in the world, with over $2 trillion in assets and operations in 42 countries. Our vision is to satisfy our customers' financial needs and help them succeed financially. We offer a comprehensive suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients across the globe.

Job Description

The Portfolio Manager will be responsible for developing a credit understanding of our clients and collateral, developing an understanding of our structured products, and preparing credit review and underwriting documents. As an active member of the deal team, you will work closely with legal teams, credit teams, and other stakeholders to deliver high-quality results. You will also have opportunities to learn, develop, and work as an integral member of the business.

Main Responsibilities:
  • Work actively as a deal team member aiding FFG clients, working with partners across US and UK in underwriting, credit analysis of existing and origination of new deals.
  • Evolve as a process SME by gaining deep understanding of processes and operational effectiveness.
  • Preparation and review of 20-30 pager credit papers covering a deep analysis of our clients, deal structure, and the underlying collateral.
  • Financial analysis review and risk assessment of a large number of investors (Limited Partners) on a frequent basis.
  • Review ongoing client reporting to check for completeness & accuracy of financial calculations including covenants and collateral value.
  • Prepare a summary of the above either in written format or in a common-sized excel format.
  • Understand legal documentation and infer legal opinion to request relevant Credit approval.
  • Maintain various databases and various spreadsheets for internal reporting.
  • Track and report on financial trends of the borrowers and underlying collateral.
  • Prepare monthly &/or quarterly decks to report on the above.
  • Train & mentor junior colleagues along with reviewing, checking & overseeing and undertaking workload planning.
Requirements

To be successful in this role, you will need:

  • 4+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
  • At least an MBA or a CA, or an equivalent qualification.
  • 5 to 8 years of experience in credit analysis, corporate lending or structured finance in either a bank or rating agency.
  • Experience in writing detailed credit memos/papers is desirable.
  • Strong communication skills - both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills.
  • High level of personal motivation, strong interpersonal skills and ability to effectively work across continents.
  • Basic to Advanced excel skills to be able to manage and navigate across investor underwriting/ modelling data.
  • Basic understanding of legal terms used in Banking.
  • Must be able to work in a fast-paced production environment.
  • Attention to detail.
  • Must be comfortable working independently and as part of a team.
  • Ability to mentor and guide juniors on day-to-day tasks and reviewing their work.
  • CFA level I, II or III.
  • Understanding of, and experience with, VBA or Power BI a plus.

Estimated salary range is $120,000-$180,000 per annum based on experience and qualifications.

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