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Cib Portfolio Associate

Wells Fargo

Location:
India , Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking a CIB Portfolio Associate.

Job Responsibility:

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 planning related to functional area deliverables
Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables
Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements
Provide information to managers, functional colleagues and stakeholders
Support performance of less experienced staff and overall effectiveness of CIB Portfolio Management
Provide feedback and present ideas for improving or implementing processes and tools with functional area impact
Perform complex administrative transactional and operational or customer support tasks
Provide subject matter expertise and interpretation of procedures to less experienced staff
Interpret and develop compliance requirements, policies and procedures for functions with moderate complexity within scope of responsibility
Interact with immediate team, CIB Portfolio Management and internal peers outside work group on a wide range of information, as well as internal or external customers

Requirements:

6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Work closely with both internal stakeholders and users to meet their service needs
Apply technical knowledge and expertise to perform work and action requests
Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further
Overall experience in understanding the Fund Finance Group working and/or ready to learn about the FFG group and its functioning
Credit background
strong familiarity with documents related to credit facilities
Understanding of different elements of a Loan Agreement
Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates
Synthesizes complex or varied sources of information to create reports
Provides summaries and supporting information to build effective narratives and enhance report utility
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written and interpersonal communication skills
Solid problem solving and decision-making skills
Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros
Willing to work in mid-shift working hours – 10:30 AM to 7.30 PM IST

Additional Information:

Job Posted:
February 19, 2026

Expiration:
February 19, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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