About this role :
This role is within Corporate & Investment Banking (CIB) team of Wells Fargo India and supports the Corporate Debt Finance (CDF) department.

The role involves working and supporting an industry leading structured finance department within a large investment bank. Specifically, this involves credit analysis/portfolio management support for a large department that lends money to financial institutions. The role also involves review of various client documents, undertaking financial review, credit analysis, writing different types of memos, compiling regular weekly/monthly/quarterly reports, trend analysis, covenant review, ratio calculations, etc. and will require working closely with front office team in the business. The role involves significant prospects to learn, develop and work as an integral member of the business.

In this role you will:
Financial statement analysis covering various trends including key computing ratios for leveraged loans to calculate Borrower Quality Rating
Understanding credit agreements of loans and summarizing key deal terms




Analysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveries
Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants
Tracking & reporting on financial trends of the clients or facilities including financial spreading
Preparing monthly and/or quarterly surveillance decks to report on the above as well as regulatory reporting
Maintaining various databases and spreadsheets for internal/regulatory reporting
Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workload planning
Participating in wider initiatives including strategic priorities as laid down at enterprise/department level

Required Qualifications:
2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination

📌 Cib Portfolio Manager Bengaluru
🏢 WELLS FARGO BANK
📍 Bengaluru