About this role:

Wells Fargo is seeking a...

Senior CIB Portfolio Manager is an Individual Contributor role who will be accountable for partnering with US-based teams in portfolio management activities, including regular monitoring of the assigned deals by tracking underlying collateral performance, reviewing borrowing base calculations and testing covenant compliance, amongst others. The work responsibility also entails performing quarterly credit reviews of clients to understand their ability to service existing deals, as well as assist onshore partners in covenant monitoring and financial analysis on need basis. The successful candidate will collaborate and work closely with MFG’ India leadership team and key stakeholders based in the US. The role provides significant opportunities to learn, develop, be an enabler, and become a core/integral member of the team.

In this role you will:
1.    Preparing and reviewing monthly surveillance/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continues to perform in accordance with the terms of the credit agreement. Preparing quarterly surveillance decks summarizing above key information and terms for the entire MFG portfolio.
2.    Financial spreading and performing quarterly credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness of borrower/servicer/parent while keeping track of the latest developments in the assigned asset classes. 
3.    Assisting US-based partners in preparing and drafting of credit reviews, as well as providing need-based support in conducting financial analysis for pipeline deals.
4.    Preparing credit memos for renewals, upsizes and new deals, covering deal aspects like credit terms, deal rationale, financial analysis and covenant analysis.
5.    Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis. 
6.    Assisting senior team members on transformation/efficiency/process improvement projects, including those with broader impact.
7.    Training & mentoring junior team members and taking ownership of reviewing, checking & oversight responsibilities. Collaborating and consulting with colleagues and managers to achieve team goals.
8.    Striving to become a subject matter expert and go-to person for the junior team members.
9.    Contributing to talent acquisition and assisting managers in building the career path for the junior team members.
10.    Stepping-up and preparing oneself for enhanced responsibilities and support managers in various management-related deliverables including, portfolio allocation, maintaining various databases, helping in stakeholder management, amongst others.
11.    Initiating and driving transformation/efficiency/process improvement projects, including those with broader impact.

Required Qualifications:

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

Desired Qualifications: 
1.    At least a B.Com/M.Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus. 
2.    4+ years’ experience in credit analysis/underwriting of corporates/FIG clients, structured finance, or debt capital markets. Securitization and / or MFG markets related experience and exposure would be an added advantage.
3.    Good understanding of financial statements and accounting policies of large corporates and/or financial institutions with ability to comprehend key risks.
4.    Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus.
5.    Strong communication skills – both verbal and written. Ability to speak articulately and strong business writing skills.
6.    High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment.
7.    Must be comfortable working independently and as part of a team.
8.    Must be flexible to work in EMEA/partial US shift as per business requirements.
9.    Exposure in transformation projects, process efficiency, etc. would be an added advantage.
10.    Proven track record in training and developing junior team members.
11.    Must be comfortable working independently and as part of a team, leading projects and taking initiatives.
 

Posting End Date: 

28 Jan 2026

*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.