About this role:

Wells Fargo is seeking a Senior CIB Portfolio Manager.

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 deliverablesReview and research moderately complex business challenges that require an in-depth evaluation of multiple factorsResolve 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 requirementsCollaborate and consult with peers, colleagues, and mid level managers to resolve issues and achieve goalsLead 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, educationExperience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

At least a MBA or an equivalent qualification4+ years of experience in credit analysis, portfolio management, debt research, corporate lending or structured finance (corporate loan analysis or CLOs)Advanced Excel and analytical skillsStrong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skillsHigh level of personal motivation, strong interpersonal skills and ability to effectively work across continentsMust be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)Must be comfortable working independently and as part of a team

Job Expectations:

Credit analysis of loan collaterals to support the lending decisions.Financial statement analysis covering various trends including key computing ratios for leveraged loansUnderstanding credit agreements of loans and summarizing key deal termsAnalysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveriesReviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenantsTracking & reporting on financial trends of the client or loan given by the bankPreparing monthly and/or quarterly surveillance decks to report on the aboveMaintaining various databases and spreadsheets for internal reportingTraining & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workflow planning

Experience in Asset Backed Finance will be a big plusCFA level I, II or IIICA / CS / CWA or an equivalent professional qualificationAdvanced Microsoft Skills (Excel & PowerPoint) with understanding and experience with Macros/VBA/coding 

Posting End Date: 

27 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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