Associate Commercial Banking Portfolio Coordinator Job at Wells Fargo (BENGALURU)

Relationship Associate

Citi Commercial Bank (CCB) offers its clients the global banking network, though...

Location

Italy , Milano

Salary:

56700.00 - 89700.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Commercial / Corporate banking experience
Strong interpersonal and stakeholder coordination skills with a client-focused mindset
capable of working independently and collaboratively
Basic knowledge of trade, lending, FX and other cash products
Organizational skills are a must
Ability to multi-task and prioritize
Relationship skills and ability to maintain an effective network across the organization
Proficient in Microsoft Office (Word, Excel and PowerPoint)
ability to learn and to adapt to new systems quickly
Fluency in English and Italian required (written and spoken)

Job Responsibility

Partner with Relationship Managers and product partners to drive execution of new client and subsidiary onboardings, ensuring KYC and initial credit set-ups are accurately completed
Engage key contacts within the client organisation to resolve onboarding and operational issues while maintaining a high level of client confidence and satisfaction
Oversee and manage the precise execution of onboarding and account-opening processes for new clients and new products across existing clients
Ensure timely and accurate execution of KYC, AML, and regulatory requirements in coordination with Compliance and Risk teams
Facilitate clients access Citi’s global network by coordinating and executing strategies with regional teams and product experts to deliver international banking needs for clients
Execute timely, high-quality responses to client inquiries, resolve operational issues in coordination with internal teams to maintain control
Oversee day-to-day transactional needs for a portfolio of clients, ensuring controlled delivery of credit, treasury, and trade finance solutions
Act as a key liaison in coordinating resolution of critical operational issues in partnership with Operations, Legal, Compliance and other control functions to ensure effective risk mitigation
Rigorously maintain and leverage accurate and up-to-date client records across all relevant systems, including CCB’s RM applications and credit related systems, to ensure date integrity for execution and control in compliance with Citi’s policies and regulatory requirements
Execute in cash transaction implementation and coordination of account functions in support of bankers

Fulltime

Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

New

Commercial Loan Closing Specialist

Wells Fargo is looking for an experienced Commercial Loan Closing Specialist to ...

Location

United Kingdom , City of London

Salary:

Not provided

Wells Fargo

Expiration Date

April 02, 2026

Requirements

Experience in Commercial Loan Closing, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Extensive experience in reviewing, facilitating and managing new and revised Loan Facility documentation with a strong familiarity of products and structuring awareness
Excellent knowledge of industry standards relating to documentation and credit practices including extensive knowledge and understanding of Loan Market Association (LMA) and Loan Syndications & Trading Association (LSTA) facility documentation
Client focused with excellent interpersonal, communication and presentation skills
Individual accountability and ownership
Strong teamwork orientation. Role modeling flexibility working across product and relationship teams in both strategic and network client arena
Experience of Loan IQ, Debt Domain and Intralinks preferable

Job Responsibility

Work with origination teams across multiple locations, reviewing complex deal structure, legal and ancillary documents for operational compatibility across our Bilateral, Participation and Agency lending portfolios, ensuring compliance with the bank’s internal policies and guidelines
Coordinate with the Lines of Business, Loans Administration and Agency teams regarding all aspects of new and ongoing documentation issues
Have oversight of deal builds in Loan IQ and production of deal overview sheets for Loans / Agency teams, & approval of same when completed by lower level team members
Provide assistance to relationship manager in execution and closure of transactions
Ensure all compliance related requirements are completed for each new transactions and clients (KYC + any other documents required internally)
Answering ad-hoc syndicate, borrower and internal queries
Regularly update and maintain internal databases and management information systems
Complete internal procedures as required to set up clients for specific products, ensuring all procedures comply with government regulations and company policies
Liaise with various internal departments (esp. credit control department and back office) to ensure smooth transactions execution, booking and reporting
Manage the timely collection and distribution of financial information and related correspondence to syndicate lenders

Fulltime

Associate, Corporate Development and M&A

The Associate, Corporate Development and M&A will play a critical role in suppor...

Location

United States , San Francisco, CA; New York, NY

Salary:

110000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

2-5+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Analyst, Corporate Development

The Analyst, Corporate Development and M&A will play a critical role in supporti...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Analyst, Corporate Development

The Analyst, Corporate Development and M&A will play a critical role in supporti...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Mergers & Acquisitions (M&A) and Divestitures
Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Strategic Investments & Partnerships
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Primary CMBS Trader Assistant Vice President

Join us as a Primary CMBS Trader Assistant Vice President. At Barclays, our visi...

Location

United States , New York

Salary:

125000.00 - 175000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Deep understanding of CMBS structures, bond math, and prepayment modeling
Proficiency with Bloomberg, Intex, Trepp, and Excel (including VBA)
Experience in commercial real estate finance, credit assessment, or securitization
Knowledge of credit rating methodologies and regulatory frameworks
Series 7, 63 and 79 preferred

Job Responsibility

Execution of buy and sell orders or pricing of liquidity in various financial instruments while adhering to the bank's trading strategies and risk parameters
Monitoring and analysis of global financial markets, economic indicators, news, and geopolitical events to identify trading opportunities and assess market risks
Management and monitoring of the risk associated with the trading portfolio and ensuring compliance with regulatory and internal risk management guidelines
Collaboration with research analysts and other teams to gather insights and information for trading decisions
Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness
Collaborate closely with other functions/ business divisions
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function
Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda
Take ownership for managing risk and strengthening controls in relation to the work done

Fulltime

Remedial Management Officer

Citibank, N.A. seeks a Remedial Management Officer for its New York, NY location...

Location

United States , New York

Salary:

179088.00 USD / Year

Citi

Expiration Date

April 21, 2026

Requirements

Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, Banking, Economics or a related field
Five (5) years of experience in the job offered or in a related finance occupation analyzing and evaluating financial statements and corporate valuation techniques
Five (5) years of experience must include: Analyzing and evaluating financial statements and business plans, across a range of industrial sectors
Supporting corporate and debt structuring, with a particular understanding of bank loan documentation
Assessing risk profiles of all credit products
Utilizing strong credit analysis and corporate financial modeling, including a range of valuation techniques (e.g. DCF, Comparable Companies, Comparable Transactions, etc.)
Handling Risk assessment and quantitative analysis
Utilizing Financial Modelling with intermediate Excel knowledge

Job Responsibility

Prepare corporate valuation and restructuring analysis for stressed and distressed assets and situations, including the determination of write-off, reserve and risk of loss amounts that directly impact the P&L of the firm
Take ownership of designated projects relevant to the Team's business
Support major project and/or report (e.g. CCAR, Model Risk Management Report, Portfolio Reviews, etc.)
Mentor analysts and associates within the team
Assess liquidity, debt capacity and other areas of financial and operating performance to evaluate areas of weakness and potential for turnaround, which is measured by setting and monitoring appropriate classification triggers
Model company financial positions to determine appropriate debt structure and accurate debt value using the most appropriate valuation methodology
Track ongoing performance of classified credits, reporting to senior credit and business management
Prepare quarterly classification documents with detailed financial and credit analyses in order to maintain appropriate classifications of Corporate and Commercial classified exposures
Work closely with other Special Assets colleagues (Senior Transactors and SCO-level Transactors) to remain coordinated on the restructuring/valuation process and assess likely restructuring scenarios
Liaise with internal business and product areas in the bank, as well as external fund managers, advisors and consultants to develop deeper industry expertise

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Associate Commercial Banking Portfolio Coordinator

Wells Fargo

Location:
India , BENGALURU

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 25, 2026

Expiration:
March 28, 2026

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