CIB Portfolio Manager, FFG

About the Role

At Wells Fargo, a CIB Portfolio Associate supports credit portfolio management for corporate banking clients, aligning with their financial objectives and risk tolerance. This role is part of the Fund Finance team within CIB's Banking group, focusing on providing financing to private equity funds and asset managers through structured and syndicated credit facilities.

Key Responsibilities

• Work as an active member of the client deal team to evaluate credit, manage portfolio risk, structure solutions, and support client and business outcomes.
• Develop a credit understanding of clients and collateral, and an understanding of structured products.
• Prepare credit review and underwriting documents.
• Engage in day-to-day communication with deal team members, legal teams, and credit teams.
• Work closely with global Fund Finance team members.
• Underwrite and perform credit analysis of existing and new deals.
• Gain a deep understanding of processes and operational effectiveness to evolve as a process SME.
• Prepare and review credit papers (20-30 pages) analyzing clients, deal structure, and collateral.
• Perform financial analysis and risk assessment of investors (Limited Partners).
• Review ongoing client reporting for completeness and accuracy of financial calculations, including covenants and collateral value.
• Prepare summaries of reviews in written or common-sized excel format.
• Understand legal documentation and infer legal opinions to request relevant credit approval.
• Maintain various databases and spreadsheets for internal reporting.
• Track and report on financial trends of borrowers and underlying collateral.
• Perform other tasks as discussed with Deal Teams and required for client action.

Requirements & Tech Stack

• Basic to Advanced Excel skills for managing and navigating investor underwriting/modelling data.
• Basic understanding of legal terms used in Banking.
• Ability to work in a fast-paced production environment.
• Ability to work independently and as part of a team.
• High level of personal motivation, strong interpersonal skills, and ability to effectively work across continents.

Qualifications

• MBA or CA, or an equivalent qualification.
• 6+ months of CIB Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 6+ months of experience in writing detailed credit memos/papers.
• Strong communication skills – both verbal and written.
• Ability to speak clearly and concisely on complex topics.
• Strong business writing skills.