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Wells Fargo Senior CIB Portfolio Manager 
India, Karnataka, Bengaluru 
184507973

17.04.2025


In this role, you will:

  • Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within Corporate Banking Portfolio Management functional area and contribute to large scale planning related to functional area deliverables
  • Review and research moderately complex business challenges that require an in-depth evaluation of multiple factors
  • Resolve moderately complex issues and lead a Corporate Banking Portfolio Management team to meet project deliverables while leveraging solid understanding of the functional area, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and mid level managers to resolve issues and achieve goals
  • Lead projects, teams, or serve as a mentor for less experienced staff


Required Qualifications:

  • 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:

  • Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • At least a B. Com/M. Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus.
  • At least 4 years’ experience in creditanalysis/underwritingof corporates/FIG clients, structured finance, or debt capital markets. 1 to 2 years of Securitization and / or ABS markets related experience and exposure is desirable.
  • In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks.
  • Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus.
  • Exposure in transformation projects, process efficiency, etc. would be an added advantage.
  • Strong communication skills – both verbal and written. Ability to speak articulately and strong business writing skills.
  • High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment.
  • Proven track record in training and developing junior team members.
  • Must be comfortable working independently and as part of a team, leading projects and taking initiatives.
  • Must be flexible to work in EMEA/partial US shift as per business requirements.

Responsibilities includes, but not limited to -

  • Reviewing monthly servicer/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continue to perform in accordance with the terms of the credit agreement. Preparing quarterly surveillance decks summarizing above key information and terms for the entire ABS portfolio.

  • Financial spreading and performing quarterly credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness ofborrower/servicer/parentwhile keeping track of the latest developments in the assigned asset classes.

  • Assisting US-based partners in preparing and drafting of annual credit reviews, as well as providing need-based support in conducting financial analysis for pipeline deals.

  • Preparing tearsheets to evaluate financial performance of the lessees (counterparties to WF borrowers) based on top exposure concentration within the aircraft and shipping/ container portfolio.

  • Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis.

  • Training & mentoring junior team members and taking ownership of reviewing, checking & oversight responsibilities. Collaborating and consulting with colleagues and managers to achieve team goals.

  • Strive to become a subject matter expert and go-to person for the junior team members.

  • Initiating and drivingtransformation/efficiency/processimprovement projects, including those with broader impact.

  • Contributing to talent acquisition and assisting managers in building the career path for the junior team members.

  • Stepping-up and preparing oneself for enhanced responsibilities and support managers in various management-related deliverables including, portfolio allocation, maintaining various databases, helping in stakeholder management, amongst others.

20 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.