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Cib portfolio manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Bengaluru

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a CIB Portfolio Manager within Corporate & Investment Banking Front Office delivers a comprehensive suite of capital markets, banking, and financial products and services. As trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. This role is in Fund Finance team that sits within CIB’s Banking group. The Fund Finance Group ("FFG") provides financing to private equity funds and asset managers through structured and syndicated credit facilities. The CIB Portfolio Manager role involves developing a credit understanding of our clients and collateral, developing understanding of our structured products, prepare credit review and underwriting documents. You would work as an active "deal team member" from India while the rest of the deal team will be situated in the US or UK. You will be involved in day-to-day communication with deal team members in the US and UK, legal teams, and credit teams among others. You will work closely with Fund Finance’s global team members located in Charlotte (North Carolina), New York, and London. The role involves significant opportunities to learn, develop and work as an integral member of the business.

Job Responsibility:

  • Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area
  • Identify opportunities for process improvements within scope of responsibilities
  • Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
  • Exercise independent judgment to guide medium risk deliverables
  • Present recommendations for resolving more complex situations and exercising independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners and stakeholders
  • 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 collateral
  • Financial 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 value
  • Prepare 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 reporting
  • Track and report on financial trends of the borrowers and underlying collateral
  • Perform any other task as discussed with Deal Teams and required for client action

Requirements:

2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • At least an MBA or a CA, or an equivalent qualification
  • 2 + 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 desirable
  • Strong communication skills – both verbal and written. Ability to clearly and concisely on complex topics, as well as strong business writing skills
  • Basic to Advanced excel skills to be able to manage and navigate across investor underwriting/ modelling data
  • Basic understanding of legal terms used in Banking
  • Must be able to work in a fast-paced production environment
  • Must be comfortable working independently and as part of a team
  • High level of personal motivation, strong interpersonal skills and ability to effectively work across continents

Additional Information:

Job Posted:
February 14, 2026

Expiration:
February 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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