Senior CIB Portfolio Manager Job at Wells Fargo (Bengaluru)

Vice President, Portfolio Management - TMT

Location

United States , Charlotte; New York

Salary:

119000.00 - 225000.00 USD / Year

Wells Fargo

Expiration Date

Until further notice

Requirements

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
Ability to travel up to 30% of the time

Job Responsibility

Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos
Partner with senior bankers to prepare and present portfolio updates to senior leadership, risk management and coverage partners
Partner with Corporate Banking Relationship Management, Industry Coverage and Debt Capital Markets Bankers, and other product partners to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed
On-going coordination and partnership with Industrials Independent Risk Management related to borrower and/or portfolio needs
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Directly or indirectly manage, mentor and train junior team members
Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

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

Fulltime

New

Senior Business Execution Consultant – Market Data

Location

United States , Charlotte

Salary:

87000.00 - 140000.00 USD / Year

Wells Fargo

Expiration Date

June 10, 2026

Requirements

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Prior experience in an organization related to Market Data or within a Markets organization (sell-side or buy-side) with strong understanding of the front-to-back trading lifecycle and how vendor services impact trading, risk, operations, and controls
Comprehensive understanding of market data products and industry vendor dynamics to drive well-informed, strategic decisions
Ability to engage and influence senior CIB and Technology stakeholders, translate business needs into execution steps, and communicate clearly under time pressure
Strong communication, executive interaction and presentation skills
Analytical mindset with experience in SLA governance and vendor management
Ability to synthesize portfolio data into actionable insights
Basic financial acumen for cost analysis and business case development
Advanced stakeholder management and negotiation skills
Experience / Familiarity with supply chain management / third party risk frameworks, compliance standards, and procurement tools (Ariba, ProcessUnity)

Job Responsibility

Stakeholder Engagement: Act as primary liaison for CIB’s Market Data / Market Research engagements with enterprise and Third-Party activities
summarize portfolio performance, influence senior stakeholders and present insights
Enterprise Interface: Provide a consistent engagement model between CIB and Enterprise Supply Chain Management (SCM), supporting intake/triage, demand review, sourcing execution, invoicing coordination, third-party risk activities, and reporting. Ensure Markets’ leaders have clear visibility, ownership, and escalation paths
Market Data Portfolio Governance (End-to-End Lifecycle): Drive disciplined governance across the market data lifecycle (intake
due diligence
contracting
onboarding / access provisioning
payment
utilization and ongoing monitoring), improving metadata consistency, inventory integrity, and decision-grade visibility for renewals, rationalization, and controls
Comparison / Benchmarking: Lead comparison benchmarking to identify optimal providers (peers/competitors), determine equivalent competencies, and support budgeting/forecasting cycles

Fulltime

!

New

Vice President, Cib Strategic Vendor Management Lead – Markets

Location

United States , Charlotte

Salary:

119000.00 - 187000.00 USD / Year

Wells Fargo

Expiration Date

June 10, 2026

Requirements

5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Stakeholder Engagement: Act as primary liaison for CIB Markets stakeholders in enterprise and Third Party activities
summarize portfolio performance, influence senior stakeholders and present insights
Enterprise Interface / “Single Front Door” for Markets: Provide a consistent engagement model between CIB Markets and Enterprise Supply Chain Management (SCM), supporting intake/triage, demand review, sourcing execution, invoicing coordination, third-party risk activities, and reporting. Ensure Markets leaders’ have clear visibility, ownership, and escalation paths
Spend Analysis: Identify cost-saving opportunities, perform variance analysis, and support budgeting and forecasting cycles
SCM Task Ownership: Oversee completion of Inherent Risk Questionnaires, compliance assessments, and remediation activities
Vendor Portfolio Governance: Lead recurring vendor portfolio reviews
ensure SLA adherence and performance optimization
Markets’ Non-Traditional Populations: Strengthen the approach for Markets’ non-traditional populations, including Broker/Dealer engagement considerations, aligning execution to applicable controls and regulatory expectations
Risk & Compliance Oversight: Ensure adherence to regulatory standards and contractual compliance
proactively surface emerging risks, track remediation, and coordinate stakeholder decisions and escalations

Fulltime

!

Summer Intern - Coverage Team

The Toronto Coverage Team is seeking a college undergraduate to assist senior ba...

Location

Canada , Toronto

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

College junior pursuing a degree in Finance or a related field
Knowledge of accounting and financial statements
Some financial modeling skills
Developed oral and written presentation skills
Advanced knowledge of major computer applications including Excel, PowerPoint and Word
Basic grasp of risk/return analysis concepts and tools
Candidate will not require visa sponsorship now or in the future
English language proficiency

Job Responsibility

Work directly with relationship managers to organize presentation materials for clients and senior management
Undergo financial analysis of current/prospective clients related to capital structure, creditworthiness, and financial performance in order to identify future business opportunities
Coordinate the internal approval of transactions related to syndicated debt, bonds, securitization, trade finance, interest rate derivatives and other products within the CA-CIB global platform
Analyze the benefit of entering transactions, maintaining or exiting global client relationships, and communicating your findings to senior management
Construct and maintain internal models to measure client profitability, risk weighted assets, and the competitiveness of CA-CIB in all product areas
Conduct comprehensive research projects related to private equity investments in the Telecom and core infrastructure space
Prepare write-ups, quarterly and annual reviews and other reports in a timely fashion
Provide Origination/Client Coverage support to Senior and Junior Bankers
Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to the Team’s clients and prospects
Learn the fundamentals of financial and strategic analysis

What we offer

We provide our Summer Analysts with the tools necessary for professional growth and career advancement
Work in a multicultural environment, both dynamic and stimulating
Develop your skills and access various mobility opportunities among the diversity of our businesses in more than 30 international locations
Culture built on collaboration, innovation and openness, where everyone is valued and empowered
Committed to diversity and inclusion and placing people at the heart of all its transformations
All our jobs are open to people with disabilities

Fulltime

Cib Relationship Manager, Director

This position will support Senior Banker in managing portfolio of corporate clie...

Location

South Korea , Seoul

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor's Degree or above in Finance, Accounting, Economics, Business Administration, or a related field
+5 years of experience in in Corporate/Investment Banking
Proven track record in business development and client relationship management with corporate clients
Deep understanding of credit analysis, risk management, and financial products
Excellent marketing & people management skills
Excellent English communication (both oral and written) skill

Job Responsibility

Work under the guidance of Senior Bankers on the coverage of a portfolio of Corporate clients
Active involvement in due diligence for relevant product executions
Prepare and update of credit applications including full documentation oversight (administrative and technical aspects)
Coordinate closely with internal departments and business lines
Support the development of Senior Bankers in developing new and existing Corporate client relationships globally and strengthen the bank’s position against competitors
Identify and analyze business opportunities to maximize profitability
Conduct annual budget exercise and optimizing resources
Independently managing new TMT client relationship
Monitor and manage the bank’s portfolio exposure
Conduct ongoing risk monitoring and execute follow-up actions during the life of the exposure

Fulltime

Chief of Staff, CACIB China

Location

China , Shanghai

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

2-year Master's (M2) or higher
finance or economics academic background
senior profile with more than 10 years relevant experience
Director level
French and English are compulsory
Mandarin is a plus

Job Responsibility

The implementation and the follow-up of the commercial strategy of CA CIB China Limited and the proper coordination of various local projects (including MTP) for the local SCO
Assistance to the SCO in the active portfolio management of assets originated in consistency with internal and regulatory constraints (Country Risk Limit, PI Objectives, Liquidity constraints…)
The monitoring of China Franchise profitability and the measurement of client performance
The supervision of the communications plans and the organization of internal and external events
The organization and secretariat of the Executive Committee and Business Committee of CACIB China Limited

Fulltime

New

Senior Business Execution Consultant

Wells Fargo is seeking a role for Senior Business Execution Consultant

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

June 14, 2026

Requirements

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ years of Business Execution, Implementation, or Strategic Planning
Good communications skills set
Advanced proficiency in Microsoft Excel and PowerPoint, Ability to manipulate large sets of data (BI Tools, Pivot Tables, Macros)

Job Responsibility

Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives for the Commercial Real Estate (CRE) group
Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
Work independently to make recommendations for support function by providing support and leadership
Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
Collaborate and consult with team leaders in developing project plans, policies and procedures
Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Assist in development of strategic plans across Wells Fargo’s US and Global CIB client coverage and credit portfolio management teams
Partner with Chief Operating Officers and product partners to ensure consistent communication to CRE teams.

Fulltime

Client Coverage US Analyst – Automotive Portfolio

Crédit Agricole S.A. is a global financial institution based in France with over...

Location

United States of America , NEW YORK

Salary:

100000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Recent or upcoming college graduate with a BA in Finance or related field
Eligible to work in the US
Not require visa sponsorship now or in the future (including F1, OPT, CPT, etc.)
Minimum Cumulative GPA of 3.5
Internship experience in the banking industry or a related field
Knowledge of accounting and financial statements
Some financial modeling skills
Developed oral and written presentation skills
Advanced knowledge of major computer applications including Excel, PowerPoint and Word (experience using the Bloomberg terminal is a plus)
Basic grasp of risk/return analysis concepts and tools

Job Responsibility

Work directly with relationship managers to organize presentation materials for clients and senior management
Undertake financial analysis of current/prospective clients related to capital structure, creditworthiness, and financial performance in order to identify future business opportunities
Coordinate the internal approval of transactions related to strategic and financial advisory, syndicated debt, bonds, securitization, trade finance, interest rate derivatives and other products within the CA-CIB global platform
Analyze the benefit of entering transactions, maintaining or exiting global client relationships, and communicating your findings to senior management
Construct and maintain internal models to measure client profitability, risk weighted assets, and the competitiveness of CA-CIB in all product areas
Conduct research projects related to the Automotive, Agrifoods, Mining & Metals, Technology and other industries
Prepare write-ups, quarterly and annual reviews and other reports in a timely fashion

Fulltime

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Senior CIB Portfolio Manager

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