CIB Portfolio Manager - FFG

About this role: Wells Fargo India and Philippines (WFIP) is an integral part of the Well Fargo Enterprise. WFIP operates out of 4 sites across 2 countries and currently has c40,000 employee supporting all lines of business covering business operation, technology development and support.

• Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area
• Identify opportunity for process improvements within scope of responsibilities
• Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
• Exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
• Collaborate and consult with functional colleagues, internal partners and stakeholders

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

• CFA level I, II or III Understanding of, and experience with, VBA or Power BI a plus
• At least an MBA or a CA, or an equivalent qualification
• 2 + years of experience in credit analysis, corporate lending or structured finance in either a bank or rating agency.
• Experience in writing detailed credit memos/papers is desirable.
• 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.

• 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.