Senior Portfolio Manager

1 month ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time
About Wells Fargo

Wells Fargo & Company is a leading financial services company with a strong presence in the global economy. With a history dating back to 1852, we have grown to become one of the largest banks in the United States, with over $2 trillion in assets and a presence in 42 countries.

Role and Department Overview

The Corporate & Investment Banking Front Office at Wells Fargo delivers 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 Summary

We are seeking a highly skilled Portfolio Manager to join our Fund Finance Group within the Corporate & Investment Banking division. As a Portfolio Manager, you will be responsible for developing a deep understanding of our clients and their collateral, as well as our structured products. You will work closely with our global team members to prepare credit review and underwriting documents, and will be involved in day-to-day communication with deal team members, legal teams, and credit teams.

Key Responsibilities
  • Work actively as a deal team member aiding FFG clients, working with partners across the 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.
  • Perform any other task as discussed with Deal Teams and required for client action.
Requirements
  • 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.

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