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About thisrole
Lead CIB Portfolio Manager evaluates banks and other financial institutions in different regions like Asia and the Indian sub-continent, Europe, Latin America and the Middle East based upon standard and documented underwriting criteria as per Corporate and Financial Institutions Group (FIG) Credit Policies. The end-product is a timely and thorough review of the financial institution, with appropriate internal risk ratings assigned to the counterparty and acceptable justification of those ratings.
Responsibilities
•Timely and accurate in the preparation of written analysis of banks and other financial institutions including Non-Bank Financial Institutions (NBFI) in assigned geographic markets. This includes extensive financial statement analysis of individual institutions and comparison to other peer institutions within the same country or sub industry.
•Accurate risk rating (including any changes from current ratings) must be assigned to the institution, with adequate justification contained within the analysis to support the assignedratings.
•Application of monitoring tools to timely recognize potential problem loans in a specific market and/or counterparty.
•Maintain credit files for assigned accounts. May participate in planning for country exposure reviews by coordinating with line officers and outside resources to obtain supporting information and materials.
•May assist in internal and external exams by preparing the necessary credit folders for the exam. This will be done under direct supervision of the Portfolio Manager.
Required Qualifications:
5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
DesiredQualifications:
•The candidate for Lead CIB Portfolio Manager would be an MBA (Finance/ Banking), Cost and Management Accountant, CharteredAccountant/postgraduatein Economics /FRM /CFA.
•Have 5+ years of experience in corporate credit underwriting/credit rating including of top-notch large corporates and 4-5 years of credit rating /underwriting financial institutions, ideally should have worked in the credit department of wholesale banks or credit ratingagencies
•Must have effective financial analysis research and note writing skills, with a strong command of English.
•Adept at advanced excel functionalities and working with voluminous data points inexcel.
•The Lead CIB Portfolio Manager will take independent charge of many of the credit reviews assigned and will also mentor and train, perform QC of newcomers/junior colleagues in the role.
27 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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