Vice President - Lead CIB Portfolio Manager, TMT

About this role:

 

Wells Fargo is seeking a Lead CIB Portfolio Manager to join the Portfolio Management team to support Wells Fargo’s growing Technology Media and Telecom (TMT) business. The Portfolio Manager will partner with Relationship Managers, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support.

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of TMT companies.  VPs will have an assigned portfolio and also will support senior portfolio managers on larger, complex borrowing relationship as well as refinances, amendments, and new borrower requests.

• 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 banker to prepare and present portfolio updates as needed 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 TMT 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

• Train and mentor team Associates and Analysts

• 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

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Required Qualifications:

 

• 5+ years of experience in corporate banking portfolio management and underwriting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

 

Desired Qualifications:

• CIB Portfolio Management experience, experience with TMT sectors/subsectors (e.g. technology, media, telecom, payments, business services), merger and acquisition financing, and/or leveraged lending​Experience with training and development of junior team members

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• Ability to navigate within a large and complex organization

• Experience building partnerships and consulting effectively with leadership

• Strong communication and presentation skills

• Strong credit and technical skills

• Ability to work from New York City office preferred

Pay Range

$120,400.00 - $287,600.00

Posting End Date:

25 Apr 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.