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Wells Fargo SAVP- Leveraged Underwriting 
India, Karnataka, Bengaluru 
648558040

18.08.2024

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.