CrawlJobs Logo

Cib portfolio manager

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Charlotte

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking a CIB Portfolio Manager in the REIT (Real Estate Investment Trust) Finance Group as part of the Corporate & Investment Banking Team. The CIB Portfolio manager supports the CRE REIT Finance Group, which delivers corporate banking products and services to public and private Real Estate Investment Trust (REITs), sponsors, and other commercial real estate owners. This involves corporate level lending, capital structure advisory and to a smaller extent, asset-level lending. This role will be primarily focused on credit banking and portfolio management. In collaboration with Portfolio Manager(s), they will hold responsibility for underwriting, monitoring, documenting and reacting to the credit quality of an assigned portfolio of loans.

Job Responsibility:

  • Complete underwriting, continuously monitor & react to the credit quality of an assigned portfolio of loans of REIT Finance Group clients
  • Synthesize industry and economic trends as well as the analysis of the financial performance of customers including balance sheet, cash flow and real estate portfolio analysis
  • Partner with Portfolio Manager(s) and Corporate Banker(s) to structure and underwrite credit solutions (both regular-way and acquisition financing) for large, complex public/corporate/institutional CRE clients across the credit spectrum (both Investment Grade and Non-Investment Grade)
  • In partnership with Senior Portfolio Manager(s), provide high quality analysis and deliverables to facilitate the credit approval process with Wholesale Credit Risk and Senior Management
  • Provide recommendations for resolving situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
  • Collaborate and consult with peers, colleagues, and mid- managers to resolve issues and achieve goals

Requirements:

2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • 2+ years of corporate finance or commercial real estate origination underwriting and portfolio management experience
  • Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
  • Knowledge and understanding of US GAAP financial statements or components preparation
  • Experience researching and documenting SEC/GAAP/REG issues in concise memorandums
  • Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
  • Familiarity with the commercial property types including multifamily, retail industrial, office, hospitality, etc.
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization

Additional Information:

Job Posted:
April 24, 2026

Expiration:
April 29, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Cib portfolio manager

Chief of Staff, CACIB China

Chief of Staff, CACIB China
Location
Location
China , Shanghai
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-year Master's (M2) or higher
  • finance or economics academic background
  • senior profile with more than 10 years relevant experience
  • Director level
  • French and English are compulsory
  • Mandarin is a plus
Job Responsibility
Job Responsibility
  • The implementation and the follow-up of the commercial strategy of CA CIB China Limited and the proper coordination of various local projects (including MTP) for the local SCO
  • Assistance to the SCO in the active portfolio management of assets originated in consistency with internal and regulatory constraints (Country Risk Limit, PI Objectives, Liquidity constraints…)
  • The monitoring of China Franchise profitability and the measurement of client performance
  • The supervision of the communications plans and the organization of internal and external events
  • The organization and secretariat of the Executive Committee and Business Committee of CACIB China Limited
  • Fulltime
Read More
Arrow Right

Agribusiness Manager

Agribusiness Manager role located in Rockhampton. The role holder is expected to...
Location
Location
Australia , Rockhampton
Salary
Salary:
140000.00 - 175000.00 AUD / Year
welovesalt.com Logo
Salt
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experienced agribusiness banker with a relevant degree
  • May hold a post-graduate professional qualification such as CA, CPA, ACCA, MBA or CIB
  • Around 4-8 years’ experience in agribusiness banking and/or credit assessment
  • Several years focused specifically on the agribusiness segment
  • Strong understanding of agribusiness and farm management practices
  • Strong understanding of AgFS products and services
  • Solid track record in credit assessment, risk management and control
Job Responsibility
Job Responsibility
  • Evaluate the economic value and risk profile of new business opportunities
  • Maintain and improve the credit quality and profitability of the portfolio
  • Deliver targeted, competitive and growth-focused sales and income initiatives
  • Promote tailored banking products and services within bank guidelines
  • Foster and enhance professional excellence through effective management of individual and team performance
  • Execute annual business plans for the assigned customer portfolio
  • Develop and manage a personal portfolio of key AgFS customers and referral partners
  • Identify new business and referral opportunities
  • Build, develop and leverage internal and external networks to support achievement of income targets
  • Approve AgFS lending within delegated personal lending authorities
What we offer
What we offer
  • 20% bonus
  • Fulltime
Read More
Arrow Right
New

Gts Client Manager

HSBC Global Trade Solutions (GTS) is one of the largest trade services organisat...
Location
Location
Republic of Ireland
Salary
Salary:
Not provided
https://www.hsbc.com Logo
HSBC
Expiration Date
May 06, 2026
Flip Icon
Requirements
Requirements
  • Fluent English communication (written and verbal)
  • French is a plus
  • 2–5 years’ experience in GTS products/processes and client service
  • Strong knowledge of GTS, especially Core Trade and Guarantees (essential)
  • Proven commitment to service excellence and effective client relationship management
  • Strong people-management mindset with a genuine passion for serving clients
  • Excellent interpersonal, influencing, multitasking and problem-solving skills
Job Responsibility
Job Responsibility
  • Own a portfolio of Premium CIB clients in Ireland, delivering end-to-end service across Core Trade (LCs, Collections, Trade Loans/TradePay) and Guarantees
  • Be the client’s go-to person for transactional support, resolving queries, issues and complaints quickly and accurately within agreed SLAs
  • Partner closely with internal teams (Transaction Services, Operations, Sales, Relationship Managers) to ensure smooth transaction fulfilment and consistently strong service performance
  • Provide practical trade transactional guidance and advisory, supporting clients and internal stakeholders and contributing to account planning and retention
  • Handle, own and resolve clients’ transactional queries, issues and potential complaints
  • Advise clients on trade transactional practices & products: understand clients’ transactional routines, build relationships & identify potential increases in revenue flows for Business Development to explore
  • Achieve the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of Trade Finance service performance and increased clients’ usage of self-serve solutions
  • Champion a strong risk and control culture, ensuring adherence to regulations, policies and internal controls while identifying opportunities for process improvement
What we offer
What we offer
  • Access to development programmes, mentoring and coaching, as well as world-class training through HSBC University
  • Flexible work arrangements
  • Resources that support mental, physical and social well-being, including Employee Assistance Program
  • Opportunities to work internationally
  • Employee Resource Groups
  • Fulltime
Read More
Arrow Right
New

Delivery Governance Leader

The Delivery Governance Leader – Digital is accountable for defining, operating,...
Location
Location
United States , Palm Beach Gardens
Salary
Salary:
117500.00 - 234500.00 USD / Year
berettaclima.it Logo
Beretta Clima Italia
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 8+ years of experience in digital, technology, or transformation delivery
  • 6+ years in portfolio, program, or PMO governance within digital environments
  • 3+ years working with agile delivery at scale
  • 3+ years of experience working with SOX execution and coordination
  • Travel – up to 25% of the time for this role
Job Responsibility
Job Responsibility
  • Define, own, and continuously enhance the Digital Delivery Governance framework across agile, hybrid, and waterfall delivery models
  • Establish and enforce enterprise standards, policies, and guardrails for planning, execution, monitoring, and closure of digital initiatives
  • Ensure consistent and fit-for-purpose application of methodologies (Agile, Scrum, Kanban, PMI) based on initiative complexity, risk profile, and business impact
  • Design and operate stage gates, delivery of health checks, risk assessments, and executive delivery reviews to drive predictability and early issue detection
  • Provide senior leadership with transparent, data-driven insights on delivery performance, risks, and corrective actions on strategic initiatives like build & run
  • Run special projects or strategic initiatives from definition to execution
  • Serve as the Global SOX Coordinator for Digital, owning end-to-end SOX execution, audit readiness, and issue remediation across the Digital application landscape
  • Act as the primary interface with Internal Audit leadership (Directors and above based in the CIB office) and external auditors (PwC) for all Digital SOX matters
  • Coordinate SOX activities across 600+ global applications, working closely with application owners, product teams, AMS partners, and COE leaders
  • Lead SOX walkthroughs, evidence reviews, deficiency assessments, and management responses
What we offer
What we offer
  • Health Care Benefits: Medical, Dental, Vision
  • Wellness incentives
  • Retirement Benefits
  • Paid vacation days, up to 15 days
  • paid sick days, up to 5 days
  • paid personal leave, up to 5 days
  • paid holidays, up to 13 days
  • birth and adoption leave
  • parental leave
  • family and medical leave
  • Fulltime
Read More
Arrow Right

Relationship Management

Join our HSBC Corporate Institutional Banking team to assist senior bankers in d...
Location
Location
Kuwait , Kuwait City
Salary
Salary:
Not provided
https://www.hsbc.com Logo
HSBC
Expiration Date
August 18, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent experience
  • Knowledge on corporate finance products
  • Strong quantitative and analytical skills
  • Good communication and written skills in English
  • Proven ability in dealing with clients
  • Basic knowledge of financial modelling and scenario analysis
  • Adequate understanding of the financial markets
  • Basic knowledge of the Bank's operational processes and systems
  • Relevant customer facing experience in banking and/or financial services
Job Responsibility
Job Responsibility
  • Manage day-to-day coverage of the portfolio with responsibility for delivery of HSBC product and services, client plans, and overall relationship
  • Ensure best-in-class coverage of the client portfolio, establish a comprehensive understanding of the client's business and banking needs, and deliver high value-added solutions across all product lines
  • Drive achievements against targets for revenue generation and customer satisfaction, along with responsibility for Risk, Credit, and Compliance requirements
  • Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk
  • Prepare/assist in complex financial modelling and scenario analysis
  • Prepare/update internal and external presentations
  • Support in audit and reporting requirements as and when required
  • Lead client planning exercise, profitability calculation and business approval process
  • Conduct exposure and income analysis to ensure reconciliation against projected figures
  • Take ownership of key corporate relationships as the Global Relationship Banker (GRB)
What we offer
What we offer
  • Respected as an individual and valued for contributions
  • Diversity-driven success
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment
  • Fulltime
Read More
Arrow Right

Summer Intern - Coverage Team

The Toronto Coverage Team is seeking a college undergraduate to assist senior ba...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • College junior pursuing a degree in Finance or a related field
  • Knowledge of accounting and financial statements
  • Some financial modeling skills
  • Developed oral and written presentation skills
  • Advanced knowledge of major computer applications including Excel, PowerPoint and Word
  • Basic grasp of risk/return analysis concepts and tools
  • Candidate will not require visa sponsorship now or in the future
  • English language proficiency
Job Responsibility
Job Responsibility
  • Work directly with relationship managers to organize presentation materials for clients and senior management
  • Undergo financial analysis of current/prospective clients related to capital structure, creditworthiness, and financial performance in order to identify future business opportunities
  • Coordinate the internal approval of transactions related to syndicated debt, bonds, securitization, trade finance, interest rate derivatives and other products within the CA-CIB global platform
  • Analyze the benefit of entering transactions, maintaining or exiting global client relationships, and communicating your findings to senior management
  • Construct and maintain internal models to measure client profitability, risk weighted assets, and the competitiveness of CA-CIB in all product areas
  • Conduct comprehensive research projects related to private equity investments in the Telecom and core infrastructure space
  • Prepare write-ups, quarterly and annual reviews and other reports in a timely fashion
  • Provide Origination/Client Coverage support to Senior and Junior Bankers
  • Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to the Team’s clients and prospects
  • Learn the fundamentals of financial and strategic analysis
What we offer
What we offer
  • We provide our Summer Analysts with the tools necessary for professional growth and career advancement
  • Work in a multicultural environment, both dynamic and stimulating
  • Develop your skills and access various mobility opportunities among the diversity of our businesses in more than 30 international locations
  • Culture built on collaboration, innovation and openness, where everyone is valued and empowered
  • Committed to diversity and inclusion and placing people at the heart of all its transformations
  • All our jobs are open to people with disabilities
  • Fulltime
Read More
Arrow Right

Coverage analyst - financial institutions

You will join Crédit Agricole CIB Americas as Coverage Analyst in the Coverage a...
Location
Location
United States of America , New york
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Be less than 28 years old
  • Be graduated of Master Degree
  • Be EU citizen
  • Postgraduate with a Master Degree from an University or a Business School, with a specialization in Finance
  • A first experience in Banking is necessary
  • Basic grasp of risk/return analysis concepts and tools
  • Financial modelling skills
  • Proficiency in Microsoft Office (Excel, PowerPoint and Word)
  • Fluent in English & French
  • Eagerness to learn
Job Responsibility
Job Responsibility
  • Assist in the monitoring of compliance with all 'Know Your Customer' (KYC), internal monitoring requirements, portfolio reviews including remediation exercices
  • Assist in the preparation of briefing memos for client visits or pitch books for clients or internal presentations/committees
  • Work with Senior Banker to map client internal organization, identify key decision makers and foster multi-product/cross-border relationships between the Client and Crédit Agricole CIB
  • Monitor client earnings announcements in IAM/HF sector and update quarterly
  • Monitor weekly pipeline reports and revenue budgets for FIG (Financial Institutions Group) Americas (including all sectors)
  • Assist Head of Region with bi-annual performance reviews and quarterly risk reviews in cooperation with bankers and the different business lines
  • Assist in the management of credit requests and legal documentation approval process for new transactions and new counterparts including Prioritization Committee and KYC Committee
  • Analyze risk/return metrics on all stand-alone transactions and client relationships
  • Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to clients and prospects
Read More
Arrow Right

Coverage Analyst

You will join Crédit Agricole CIB Denmark as a Coverage Analyst. Under the guida...
Location
Location
Denmark , Copenhagen
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Postgraduate of a Master degree
  • EU citizen (except Danish)
  • Less than 28 years old
  • Previous experience in Finance or Banking
  • Good knowledge in financial and risk analysis
  • Proven understanding of the banking business with a strategic perspective
  • Microsoft Office (advanced PowerPoint, Excel and Word)
  • Fluent in English (written and spoken)
  • High sense of ethics
  • Natural commercial drive
Job Responsibility
Job Responsibility
  • Understand the clients' strategy, financial position and needs
  • Develop a good knowledge of Crédit Agricole CIB's product offering and relevance for the clients
  • Ensure a healthy risk profile, adapted to the bank's risk appetite
  • Implement the bank's compliance and KYC requirements in relation to the portfolio clients and their business with the bank
  • Assist the Senior Banker in preparing marketing materials (pitches), client strategies/plans, profitability analysis and documentation of transactions
  • Formalize the Coverage and the Business Lines credit request in cooperation with the Global Relationship Manager
  • Coordinate transactions and credit requests with the product areas and the international branches of the bank under the supervision of the Senior banker
  • Participate in credit committees, enabling well informed decisions
  • Prepare call reports, client live memos and support memos
Read More
Arrow Right