Lead CIB Portfolio Manager

In this role, you will:

• Lead complex initiatives, including those that are companywide with broad impact
• Act as key participant in large scale planning for Corporate Banking Portfolio Management functional area
• Review and research complex multifaceted, large scale, and long term business challenges within Corporate Banking Portfolio Management functional area that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor

Required Qualifications:

• 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

Required Qualifications for Europe, Middle East & Africa only:

• Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least MBA or an equivalent qualification
• 12+ years of experience in credit analysis, portfolio management, debt research, corporate lending or structured finance (corporate loan analysis or CLOs)
• Advanced Excel and analytical skills
• 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
• Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
• Must be comfortable working independently and as part of a team

Job Expectations:

• Credit analysis of loan collaterals to support the lending decisions.
• Financial statement analysis covering various trends including key computing ratios for leveraged loans
• Understanding credit agreements of loans and summarizing key deal terms
• Analysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveries
• Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants
• Tracking & reporting on financial trends of the client or loan given by the bank
• Preparing monthly and/or quarterly surveillance decks to report on the above
• Maintaining various databases and spreadsheets for internal reporting
• Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workflow planning

• Experience in Asset Backed Finance will be a big plus
• CFA level I, II or III
• CA / CS / CWA or an equivalent professional qualification
• Advanced Microsoft Skills (Excel & PowerPoint) with understanding and experience with Macros/VBA/coding

Posting End Date: 

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.