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Credit Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Bengaluru

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The CIB Portfolio Manager role involves developing a credit understanding of our clients and collateral, developing understanding of our structured products, preparing credit review and underwriting documents; Working as an active deal team member from India while collaborating with deal team members in the US or UK; Involvement in day-to-day communication, working closely with Fund Finance’s global team members located in Charlotte, New York, and London

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 large scale planning related to functional area
  • Identify opportunities for process improvements within scope of responsibilities
  • Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
  • Exercise independent judgment to guide medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners and stakeholders

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
  • At least an MBA or a CA, or an equivalent qualification
  • 2+ 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
  • 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
  • Must be comfortable working independently and as part of a team
  • High level of personal motivation, strong interpersonal skills and ability to effectively work across continents

Nice to have:

  • Experience in writing detailed credit memos/papers
  • Basic understanding of legal terms used in Banking

Additional Information:

Job Posted:
August 29, 2025

Expiration:
September 01, 2025

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