CIB Portfolio Manager

6 days ago


Hyderabad, Telangana, India WELLS FARGO BANK Full time
About this Role

We are seeking a highly skilled CIB Portfolio Manager to join our team at Wells Fargo Bank. As a key member of our portfolio management team, you will be responsible for monitoring, documenting, and reacting to the credit quality of assigned loans within the CIB Portfolio Management functional area.

Key Responsibilities
  • Participate in the monitoring and analysis of credit quality for assigned portfolios of loans
  • Identify opportunities for process improvements within the scope of responsibilities
  • Review and analyze less complex business, operational, or technical assignments or challenges
  • Exercise independent judgment to guide medium-risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgment while developing expertise in functions, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders
  • 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 a deep understanding of processes and operational effectiveness
  • Prepare and review credit papers covering a deep analysis of clients, deal structure, and 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 and 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 spreadsheets for internal reporting
  • Track and report on financial trends of borrowers and underlying collateral
  • Perform any other tasks as discussed with deal teams and required for client action
Requirements
  • 2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Desired Qualifications
  • At least an MBA or a CA, or an equivalent qualification
  • 2+ 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 and concisely speak on complex topics, as well as strong business writing skills
  • Basic to advanced Excel skills to be able to manage and navigate across investor underwriting/modeling data
  • Basic understanding of legal terms used in banking
  • Must be able to work in a fast-paced production environment
  • Must be comfortable working independently and as part of a team
  • High level of personal motivation, strong interpersonal skills, and ability to effectively work across continents
  • CFA level I, II, or III
  • Understanding of, and experience with, VBA or Power BI a plus

We value diversity, equity, and inclusion in the workplace and 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 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.

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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