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Senior CIB Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Hyderabad

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Senior CIB Portfolio Manager role in Fund Finance team within CIB's Banking group, providing financing to private equity funds and asset managers through structured and syndicated credit facilities. The role involves credit analysis, underwriting, and working as part of a global team across US and UK.

Job Responsibility:

  • Developing a credit understanding of clients and collateral
  • Developing understanding of structured products
  • Prepare credit review and underwriting documents
  • Work as active deal team member from India
  • Day-to-day communication with deal team members in US and UK, legal teams, and credit teams
  • Preparation and review of 20-30 pager credit papers
  • Financial analysis review and risk assessment of investors
  • Review ongoing client reporting for completeness & accuracy
  • Understand legal documentation and infer legal opinion
  • Maintain various databases and spreadsheets for internal reporting
  • Track and report on financial trends
  • Prepare monthly &/or quarterly decks
  • Train & mentor junior colleagues

Requirements:

  • 4+ years of Experience in CIB Portfolio Management or equivalent
  • At least an MBA or a CA, or an equivalent qualification
  • 4+ years of experience in credit analysis, corporate lending or structured finance in either a bank or rating agency
  • Strong communication skills – both verbal and written
  • High level of personal motivation, strong interpersonal skills
  • Basic to Advanced excel skills
  • Basic understanding of legal terms used in Banking
  • Must be able to work in a fast-paced production environment
  • Attention to detail
  • Must be comfortable working independently and as part of a team
  • Ability to mentor and guide juniors

Nice to have:

  • CFA level I, II or III
  • Understanding of, and experience with, VBA or Power BI
  • Experience in writing detailed credit memos/papers

Additional Information:

Job Posted:
September 05, 2025

Expiration:
September 07, 2025

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