Wells Fargo India and Philippines (WFIP) is an integral part of the Well Fargo Enterprise. WFIP operates out of 4 sites across 2 countries and currently has c40,000 employee supporting all lines of business covering business operation, technology development and support.

Role and Department Overview

Corporate & Investment Banking Front Office delivers a comprehensive suite of capital markets, banking, and financial products and services. As trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

This role is in Fund Finance team that sits within CIB's Banking group. The Fund Finance Group ("FFG") provides financing to private equity funds and asset managers through structured and syndicated credit facilities.

The CIB Portfolio Manager role involves developing a credit understanding of our clients and collateral, developing understanding of our structured products, prepare credit review and underwriting documents. You would work as an active "deal team member" from India while the rest of the deal team will be situated in the US or UK. You will be involved in day-to-day communication with deal team members in the US and UK, legal teams, and credit teams among others. You will work closely with Fund Finance's global team members located in Charlotte (North Carolina), New York, and London. The role involves significant opportunities to learn, develop and work as an integral member of the business.

In this role, you will:

• Work actively as a deal team member aiding FFG clients, working with partners across US and UK in underwriting, credit analysis of existing and origination of new deals.
• Evolve as a process SME by gaining deep understanding of processes and operational effectiveness.
• Preparation and review of 20-30 pager credit papers covering a deep analysis of our clients, deal structure, and the underlying collateral
• Financial analysis review and risk assessment of a large number of investors (Limited Partners) on a frequent basis.
• Review ongoing client reporting to check for completeness & accuracy of financial calculations including covenants and collateral value
• Prepare a summary of the above either in written format or in a common-sized excel format.
• Understand legal documentation and infer legal opinion to request relevant Credit approval.
• Maintain various databases and various spreadsheets for internal reporting
• Track and report on financial trends of the borrowers and underlying collateral
• Prepare monthly &/or quarterly decks to report on the above
• Train & mentor junior colleagues along with reviewing, checking & overseeing and undertaking workload planning.
• Perform any other task as discussed with Deal Teams and required for client action.

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, education

Desired Qualification:

• At least an MBA or a CA, or an equivalent qualification
• 5 to 8 years of experience in credit analysis, corporate lending or structured finance in either a bank or rating agency.
• Experience in writing detailed credit memos/papers is desirable
• 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.
• Basic to Advanced excel skills to be able to manage and navigate across investor underwriting/ modelling data.
• Basic understanding of legal terms used in Banking
• Must be able to work in a fast paced production environment.
• Attention to detail
• Must be comfortable working independently and as part of a team
• Ability to mentor and guide juniors on day to day tasks and reviewing their work
• CFA level I, II or III
• Understanding of, and experience with, VBA or Power BI a plus

Posting End Date:

*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.

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