Wells Fargo SAVP- Leveraged Underwriting 

India, Karnataka, Bengaluru 

648558040

About the Role. This role involves working with Corporate & Investment Banking (CIB) Division, focused on

• Underwriting, structuring, and executing the leveraged transactions that support Corporate and Sponsor clients across diverse range of industries within Wells Fargo’s Leveraged Underwriting Group
• Closely work alongside Leveraged Finance, Debt Capital Markets (DCM), Equity Capital Markets (ECM), Sponsor Coverage, and Capital Management teams to originate and execute new transactions

Functional Responsibilities

• Work with US team members to build financials models and historical financial analysis (key credit metrics analysis) to assist senior bankers in diligence related to complex credit requests
• Assist onshore team in the preparation of underwriting materials through analysis of credit data, historical financial analysis, industry data, relative value analysis etc
• Independently manage a portfolio of companies, covering earnings, credit events, annual reviews etc.
• Strong excel skills with the ability to create complex visually appealing charts distilling high levels of information into a chart format
• Review and summarize aspects of due diligence
• Understand and respond to the queries raised by the Onshore underwriter and work in a fast paced and iterative manner
• Monitoring & tracking financial performance, borrower business model/future strategy, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
• General understanding loan structure, debt instruments, capital structure and credit documentation
• Strong stakeholder management skills as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team
• Mentor junior analysts on basic and fundamentals of credit risk, underwriting & internal control and perform quality check on client deliverables
• Contribute to various firm wide projects focused on improving efficiency, automation, regulatory compliance
• Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines

Essential qualifications/ Market skill set

• Outstanding academic qualifications – MBA / MSc Finance from a premier educational institution. CFA would be an added advantage.
• 4+ yrs of experience in Credit Underwriting / Credit risk / Credit Rating
• Strong knowledge of accounting and financial concepts
• Knowledge of database tools – Factset, Capital IQ, LevFin Insights, Bloomberg
• Strong proficiency in Microsoft Excel and PPT
• Knowledge of VBA, Tableau, Power BI etc. would be an added advantage

Preferred Skills & Abilities

• Strong inclination towards building a career in Fixed Income and Credit domain
• Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models
• Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
• Strong logical, analytical skills and a systematic problem-solving approach
• Ability to proficiently use Microsoft Office Applications - Power Point and Excel
• Strong time management skills and ability to work under pressure and meet strict deadlines
• Attention to detail and ability to ensure high quality of deliverables
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Results driven, accountable and ability to work with multiple priorities in a fast-paced IB environment

22 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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