CIB Portfolio Manager
Wells Fargo (company site, opens in a new tab)2–4 yrsBengaluruOn-siteDirect career pageEst. 10–18 LPA
Posted 15h ago
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Job description
Structured overview of role & requirements
About This Role
- Support credit analysis and portfolio management for a Corporate Debt Finance department lending to financial institutions.
- Perform financial statement analysis, credit agreement review, covenant and ratio analysis, and prepare regular surveillance and regulatory reports.
- Maintain databases, mentor junior staff, oversee workload planning, and participate in strategic initiatives.
Minimum Requirements
- 2+ years and up to 4 years of experience in CIB Portfolio Management or equivalent.
- Postgraduate degree or equivalent professional qualification preferred (MBA, CFA or CA).
- Strong Microsoft Office skills, especially Excel and PowerPoint.
- Work Experience Required: 2+ years in relevant portfolio management or credit analysis roles.
Ideal Candidate Profile
- Experienced in structured finance or corporate lending with solid credit analysis skills.
- Able to work independently and manage multiple tasks in a fast-paced, production environment.
- Proficient with AI tools and advanced Excel features (Macros/VBA), leveraging technology for efficiency and innovation.