Job Description

About this role:

Wells Fargo is seeking a...

In this role, you will:

Manage and develop a team of individuals to provide portfolio management and underwriting support to the entire industry Engage coverage officers and relationship managers which may often lead the credit approval process through Wholesale Credit Risk and more experienced management Identify and recommend patterns or opportunities for overall industry or macroeconomic trends and how they may impact the overall portfolio and timely manage any risks and opportunities that may be presented Make decisions and resolve issues regarding underwriting strategies, deal positioning, and relationship management strategies that involve credit of CIB Portfolio Management to meet business objectives Interpret and develop policies and compliance requirements for timely managing any risks and opportunities identified Collaborate with and consult with coverage officers, relationship managers, and more experienced management to provide support to the entire industry team Manage allocation of people and financial resources for CIB Portfolio Management Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

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 Leadership experience

Desired Qualifications:

Experienced in leading a team of Corporate Banking Portfolio Management and Credit research process Work on various work streams that form key components of Wells Fargo's Corporate Banking debt financing, F/X and/or Rates products, across sectors Assist in preparing Credit memos, credit reports or annual reviews for corporate clients including support in drafting company/borrower overviews, business description, industry overviews, corporate actions and in performing historical financial analysis and industry or peer analysis Work on borrower rating, capital structure and covenant analysis Work on publishing Quarterly or annual earnings summaries for target portfolio companies and in tracking credit rating reports or equity reports Prepare market or sector updates, sector newsletters to keep a track of key market developments Monitor and track covenant compliance Support in drafting non-borrower reports, Annual credit reviews or CAC Memos Develop excellent working knowledge of market database tools e.g. FactSet, Thomson one, Capital IQ, Moody's, S&P etc. Interact with multiple stakeholders to achieve the desired goal Responsible for training and guiding junior and new analysts, resolving their project related queries and performing quality check on client deliverables Manage day-to-day project execution and assist the Team lead in workflow management

Job Expectations:

MBA, CA, CFA or Masters in Finance from a premier education institute 12-14 years' experience in Corporate Banking, Credit research or Debt advisory 3-5 years experience in handling teams of 10-20 TMs Experience in covering in FIG sector focusing on any of the following sub-sectors (Banks, Insurance, Specialty Finance, Real Estate) Strong inclination towards building a career in Corporate Banking, Corporate Finance, Investment Banking or Capital Markets Good understanding of Credit metrics, Covenants, Capital structure, Financial statement and ratio analysis Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong logical, analytical skills and a systematic problem solving approach Ability to proficiently use Microsoft Office Applications - Power Point and Excel Strong time management skills and ability to work under pressure and meet strict deadlines Attention to detail and ability to ensure high quality of deliverables Ability to interact with integrity and a high level of professionalism with all levels of team members and management Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment

Posting End Date:

2 Jun 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.