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Lead CIB Portfolio Manager

AT Wells Fargo
Wells Fargo

Lead CIB Portfolio Manager

Hyderabad, India

In this role, you will:

  • Lead complex initiatives, including those that are companywide with broad impact
  • Act as key participant in large scale planning for Corporate Banking Portfolio Management functional area
  • Review and research complex multifaceted, large scale, and long term business challenges within Corporate Banking Portfolio Management functional area that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
  • Lead projects, teams, or serve as a peer mentor
Required Qualifications:

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  • 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
Required Qualifications for Europe, Middle East & Africa only:
  • Experience 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 MBA or an equivalent qualification
  • 12+ years of experience in credit analysis, portfolio management, debt research, corporate lending or structured finance (corporate loan analysis or CLOs)
  • Advanced Excel and analytical skills
  • Strong communication skills - both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
  • High level of personal motivation, strong interpersonal skills and ability to effectively work across continents
  • Must 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 loans
  • Understanding credit agreements of loans and summarizing key deal terms
  • Analysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveries
  • Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants
  • Tracking & reporting on financial trends of the client or loan given by the bank
  • Preparing monthly and/or quarterly surveillance decks to report on the above
  • Maintaining various databases and spreadsheets for internal reporting
  • Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workflow planning
  • Experience in Asset Backed Finance will be a big plus
  • CFA level I, II or III
  • CA / CS / CWA or an equivalent professional qualification
  • Advanced Microsoft Skills (Excel & PowerPoint) with understanding and experience with Macros/VBA/coding
Posting End Date:
28 Nov 2024
*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.

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

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

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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.

Client-provided location(s): Hyderabad, Telangana, India
Job ID: WellsFargo-R-415127
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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