Job
Description
About this role: Wells Fargo is seeking a... In this role, you will: Support performance of less experienced staff and overall effectiveness of CIB Portfolio Management Provide feedback and present ideas for improving or implementing processes and tools with functional area impact Perform complex administrative transactional and operational or customer support tasks Provide subject matter expertise and interpretation of procedures to less experienced staff Interpret and develop compliance requirements, policies and procedures for functions with moderate complexity within scope of responsibility Interact with immediate team, CIB Portfolio Management and internal peers outside work group on a wide range of information, as well as internal or external customers Required Qualifications: 4+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: At least B. Com/M. Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus. Understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates with ability to comprehend key risks. Any experience in credit underwriting or securitization would be a plus. Proficiency in MS Office (Word, Excel & PowerPoint); Advanced knowledge of excel, VBA, python, macros, etc. would be a plus. Strong communication skills - both verbal and written. High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment. Must be comfortable working independently and as part of a team Must be flexible to work in EMEA/partial US shift as per business requirements. Job Expectations: Reviewing monthly servicer/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 continue to perform in accordance with the terms of the credit agreement. 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. Collaborating and consulting with colleagues and managers to achieve team goals. Preparing oneself for enhanced responsibilities and support the team in various management-related deliverables including maintaining various databases, amongst others. Posting End Date: 12 Jun 2025 *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.
