About this role:

Wells Fargo is seeking a Senior CIB Portfolio Manager

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 deliverablesReview and research moderately complex business challenges that require an in-depth evaluation of multiple factorsResolve 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 requirementsCollaborate and consult with peers, colleagues, and mid level managers to resolve issues and achieve goalsLead 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

Desired Qualifications:

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 collateralFinancial 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 valuePrepare 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 reportingTrack and report on financial trends of the borrowers and underlying collateralPrepare monthly &/or quarterly decks to report on the aboveTrain & 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.

Job Expectations:

At least an MBA or a CA, or an equivalent qualification4+ years of experience in credit analysis, corporate lending or structured finance in either a bank or rating agency.Experience in writing detailed credit memos/papers is desirableStrong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skillsHigh 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 BankingMust be able to work in a fast paced production environment.Attention to detailMust be comfortable working independently and as part of a teamAbility to mentor and guide juniors on day to day tasks and reviewing their work

Posting End Date: 

4 Oct 2025

*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.