Senior CIB Portfolio Manager

About this role:

Wells Fargo is seeking a...

In this role, you will:

• 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

Required Qualifications:

• 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

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 a B. Com/M. Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus.
• 1 to 2 years of Securitization and / or CDF markets related experience and exposure is desirable.
• In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks.
• Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus.
• Exposure in transformation projects, process efficiency, etc. would be an added advantage.
• Strong communication skills – both verbal and written. Ability to speak articulately and strong business writing skills.
• High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment.
• Proven track record in training and developing junior team members.
• Must be comfortable working independently and as part of a team, leading projects and taking initiatives.
• Must be flexible to work in EMEA/partial US shift as per business requirements.

Job Expectations:

• Reviewing monthly servicer/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continue to perform in accordance with the terms of the credit agreement.
• Credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness of borrower/servicer/parent while keeping track of the latest developments in the assigned asset classes.
• Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis.
• Training & mentoring junior team members and taking ownership of reviewing, checking & oversight responsibilities. Collaborating and consulting with colleagues and managers to achieve team goals.

Posting End Date: 

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.