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CIB Portfolio Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Bengaluru

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area.

Job Responsibility:

  • Monitor, document, underwrite, and react to credit quality of assigned portfolio
  • Identify opportunities for process improvements
  • Review and analyze business, operational, or technical assignments
  • Exercise independent judgment for medium risk deliverables
  • Present recommendations for complex situations
  • Collaborate with functional colleagues and stakeholders
  • Review monthly servicer/collateral reports
  • Monitor underlying collateral performance
  • Prepare quarterly surveillance decks
  • Perform financial spreading and quarterly credit analysis
  • Prepare tearsheets for financial performance evaluation
  • Perform Basel submissions
  • Assist on transformation/efficiency projects

Requirements:

  • 2+ years of CIB Portfolio Management experience or equivalent
  • At least B.Com/M.Com or equivalent qualification
  • Up to 2+ years' experience in credit analysis/underwriting of corporates/FIG clients, structured finance, or debt capital markets
  • Good understanding of financial statements and accounting policies of large corporates and/or financial institutions
  • Proficiency in MS Office (Word, Excel & PowerPoint)
  • Strong communication skills - both verbal and written
  • High level of personal motivation and strong interpersonal skills
  • Ability to multitask across contents in an evolving environment
  • Must be comfortable working independently and as part of a team
  • Must be flexible to work in EMEA/partial US shift

Nice to have:

  • MBA, CA, CFA/FRM or equivalent qualification
  • Securitization and/or ABS markets related experience
  • Advanced knowledge of Excel, VBA, Python, macros

Additional Information:

Job Posted:
August 25, 2025

Expiration:
August 28, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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