Financial Portfolio Manager
2 weeks ago
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to join our team. Our goal is to create an inclusive environment where every employee can grow and make a meaningful impact. Explore opportunities with us for a career in a supportive environment where you can learn and grow
Key Responsibilities:- Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area.
- Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors.
- Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables, while leveraging a solid understanding of the function, policies, procedures, and compliance requirements.
- Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals.
- Lead projects and teams or serve as a mentor for less experienced individuals.
- 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- MBA (Finance/Banking), Cost and Management Accountancy, Chartered Accountancy, or post-graduation in Economics.
- At least 6 years of overall commercial credit experience across diversified asset classes (includes corporate entities and real estate asset classes).
- Good knowledge on financial statements for various industries with the ability to ascertain trends, ratios, and call out key risks when compared to benchmarks (historical and industry performance).
- Well-versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
- Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors.
- Excellent communication skills, with special focus on business writing skills for credit reports.
- Ability to read, comprehend, and synthesize data regarding borrower performance/market-related information from multiple sources into one prescribed template.
- Advanced Excel skills would be a plus.
At Wells Fargo, we believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture. This culture 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 an 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.
Candidates applying to job openings posted in the US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, Aboriginal peoples, and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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