Senior CIB Portfolio Manager, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior CIB Portfolio Manager to participate in portfolio monitoring, credit quality assessment, financial analysis, team leadership, and collaboration with international partners.

Job Responsibility:

Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within Corporate Banking Portfolio Management functional area and contribute to large scale planning related to functional area deliverables
Review and research moderately complex business challenges that require an in-depth evaluation of multiple factors
Resolve moderately complex issues and lead a Corporate Banking Portfolio Management team to meet project deliverables while leveraging solid understanding of the functional area, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid level managers to resolve issues and achieve goals
Lead projects, teams, or serve as a mentor for less experienced staff

Requirements:

4+ years of Experience in CIB Portfolio Management, 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
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
Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
High level of personal motivation, strong interpersonal skills and ability to effectively work across continents
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
Attention to detail
Must be comfortable working independently and as part of a team
Ability to mentor and guide juniors on day to day tasks and reviewing their work

Nice to have:

Experience in writing detailed credit memos/papers
Work actively as a deal team member aiding FFG clients, working with partners across US and UK in underwriting, credit analysis of existing and origination of new deals
Evolve as a process SME by gaining deep understanding of processes and operational effectiveness
Preparation and review of 20-30 pager credit papers covering a deep analysis of our clients, deal structure, and the underlying collateral
Financial analysis review and risk assessment of a large number of investors (Limited Partners) on a frequent basis
Review ongoing client reporting to check for completeness & accuracy of financial calculations including covenants and collateral value
Prepare a summary of the above either in written format or in a common-sized excel format
Understand legal documentation and infer legal opinion to request relevant Credit approval
Maintain various databases and various spreadsheets for internal reporting
Track and report on financial trends of the borrowers and underlying collateral
Prepare monthly &/or quarterly decks to report on the above
Train & mentor junior colleagues along with reviewing, checking & overseeing and undertaking workload planning
Perform any other task as discussed with Deal Teams and required for client action

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior CIB Portfolio Manager