Lead CIB Portfolio Manager, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

143000.00 - 224000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types – mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities.

Job Responsibility:

Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products
Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders
Serve as primary credit coverage for a portfolio of regulated fund counterparties
Negotiate key credit terms in master trading agreements with regulated funds
Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures

Requirements:

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through work experience, training, military experience, education
5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products
Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.)
Strong written and verbal communication skills
Strong analytical skills with high attention to detail
Understanding of leveraged ETF's
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
BS/BA degree in a related field

Nice to have:

Understanding of leveraged ETF's
Ability to execute in a fast paced, high demand environment while balancing multiple priorities

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
September 19, 2025

Expiration:
September 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead CIB Portfolio Manager