Senior CIB Portfolio Coordinator, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior CIB Portfolio Coordinator. Primary responsibilities include managing workflow tools, engaging in portfolio management, analyzing financial statements, ensuring compliance with covenant structures, and collaborating with internal teams. This role requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment.

Job Responsibility:

Manage a workflow tool used by FFG team members to review and process communication (e.g., compliance reporting, funding requests, etc.) from clients
Contribute to the team's overall portfolio management & surveillance activities
Check specified websites on a recurring schedule to download financial statements
Review clients’ financial statements and spread the financial statements accurately into standardized templates and system of records (SORs)
Develop a good understanding of deal-specific adjustments of FFG portfolio
Review the covenant structure of FFG deals and update in the system of records (SORs)
In case of any covenant breach, immediately liaise with the Deal Team for a quick resolution
Be a point of contact for FFG's coverage bankers and members of the Collateral Management team for questions about the receipt of client information deliverables
Review borrowing bases submitted by clients in connection with funding requests, collateral pool changes, and other periodic reporting requirements
Review numbers reported by clients in excel files against those being tracked in an internal system
Develop and maintain process guides / SOPs for key tasks to ensure there is clear documentation explaining how to complete reoccurring processes
Training and mentoring junior colleagues along with reviewing their work

Requirements:

4+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Graduate or Master Degree in Accounting, Finance, Operations Research, Economics or CA Inter
Minimum 3-4 years of experience in the banking domain
Strong communication skills – both verbal and written
Ability to clearly & concisely speak on complex topics

Nice to have:

Experience using Excel to perform data analysis as well as to organize/summarize/present data
Strong attention to detail
An ability to navigate and interpret loan legal documentation is preferred
High level of personal motivation, strong interpersonal skills, and ability to effectively work across continents
Ability to work as a team player in a dynamic, fast-paced, results-oriented, and collaborative work environment and juggle a variety of tasks

What we offer:

Equal opportunity employer
Hybrid working model
Collaborative work environment

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior CIB Portfolio Coordinator