Portfolio Associate
Wells Fargo (company site, opens in a new tab)0.5–4 yrsBengaluruOn-siteDirect career pageEst. 8–18 LPA
Posted 9h ago
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Job description
Structured overview of role & requirements
About This Role
- Manage and monitor credit quality for an assigned portfolio of corporate loans within the Corporate & Investment Banking (CIB) Portfolio Management function.
- Conduct financial statement analysis, covenant monitoring, and client reporting including preparing monthly/quarterly summaries and decks on portfolio financial trends.
- Support credit underwriting and compliance activities by reviewing policies, documenting portfolio status, and providing information to managers and stakeholders.
Minimum Requirements
- Minimum 6 months experience in CIB Portfolio Management or equivalent through work, training, military, or education.
- Bachelor's degree in Commerce plus equivalent degree preferred (MBA, CFA, or CA).
- Up to 4 years of experience in credit analysis, debt/equity research, corporate lending, or structured finance with large banks.
- Strong verbal and written communication skills; ability to work in fast-paced environment independently and in teams.
Ideal Candidate Profile
- Experienced in credit portfolio monitoring with ability to handle financial analysis, covenant assessment, and risk reporting.
- Comfortable working with cross-continental teams and managing multiple tasks in a production environment.
- Familiar with compliance, risk management policies, and supporting institutional credit decision-making processes.