Financial Services Portfolio Analyst

2 weeks ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time

About this Role:

Wells Fargo is seeking a highly skilled Commercial Banking Portfolio Associate to join our team. As a key member of our Commercial Banking Portfolio Management functional area, you will be responsible for researching complex financial and credit information for commercial business, or high net worth customer loan packages. Your role will involve quality reviewing and spreading financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies. Additionally, you will make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.

Key Responsibilities:

  • Research and analyze complex financial and credit information for commercial business, or high net worth customer loan packages
  • Quality review and spread financial statements of private as well as public limited companies of different industries in credit application
  • Make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers
  • Underwrite loans with aggregate credit exposure based upon approved credit authority limits
  • Investigate credit standards and determine credit worthiness of high net worth loans
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

Requirements:

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

Preferred Qualifications:

  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment

Job Expectations:

  • Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
  • Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
  • Strong knowledge of preparation and analysis of projected and Proforma based financial statements
  • Sound knowledge of ratio analysis, cash flow, and trend analysis
  • Should have experience of Financial spreading across all the Industries
  • Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Ability to read & analyze financial statements
  • Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint
  • Strong analytical skills
  • Excellent communication skills
  • Should be flexible to stretch as per business requirement
  • Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
  • Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
  • Act as a coach or mentor to facilitate learning from experience depending on requirement
  • Facilitates communication to resolve problems and advance strategies
  • Make a significant contribution toward achieving team goals through knowledge and skills
  • Lead or champion efforts to increase productivity and goal accomplishment
  • Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations
  • Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
  • Prepare projected financial statements as per relationship managers requirement
  • Complete Pro forma adjustments based on the projected financial information as per requirement
  • Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
  • Assessing the repayment capacity of the highly leveraged Borrower's
  • Should handle subjectivity in the financial analysis/spreading and substantiate with reasons

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