Job highlights

- MBA or CA with 6+ months experience in CIB Portfolio Management and credit memo writing
- Evaluate credit, prepare detailed credit papers, perform financial and risk analysis, manage client reporting, and coordinate with global deal teams

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, robust interpersonal skills and ability to effectively work across continents.

📌 CIB Portfolio Manager- FFG (Hyderabad)
🏢 Wells Fargo
📍 Hyderabad