CIB Portfolio Manager- FFG

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 day ago
1-6 years
Hyderabad
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027

Posted: 1 day ago
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Job Description

About this role:
At Wells Fargo, a CIB Portfolio Associate supports credit portfolio management designed to meet the long-term financial objectives and risk tolerance of corporate banking clients. You will work as a member of the client deal team to evaluate credit, manage portfolio risk, structure solutions, and support disciplined client and business outcomes.

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.

In this role, you will:

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.
Required Qualifications:

At least an MBA or a CA, or an equivalent qualification
6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months pf experience in writing detailed credit memos/papers
Strong communication skills - both verbal and written. Ability to clearly concisely speak 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.

Skills

Legal DocumentationWritingReportingFinanceReviewBusiness WritingCredit ApprovalManagementEquityReportingCaPortfolio Manager

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About Company

Wells Fargo & Company is an American multinational financial services company with a significant global presence, operating in 35 countries and serving over 70 million customers worldwide. It is one of the “Big Four” banks in the United States, alongside JPMorgan Chase, Bank of America, and Citigroup, and is designated as a systemically important financial institution by the Financial Stability Board.

Founded in 1852 by Henry Wells and William G. Fargo, the company’s primary subsidiary is Wells Fargo Bank, N.A., headquartered in Sioux Falls, South Dakota for legal purposes. Wells Fargo is the fourth‑largest bank in the U.S. by total assets and ranks among the largest by deposits and market capitalization. It operates over 8,000 branches, 13,000 ATMs, and is a leading retail mortgage originator and servicer in the U.S., with a servicing portfolio exceeding $1.8 trillion.

In India, Wells Fargo began operations in 2006 with Wells Fargo India Solutions and has since expanded to major offices in Hyderabad, Bengaluru, and Chennai. The India teams support nearly all of Wells Fargo’s business lines, delivering services in technology, operations, risk, analytics, and corporate functions. India is a critical hub in the bank’s global delivery strategy, focusing on innovation, operational excellence, and strong risk management.

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