Senior Corporate & Investment Banking Portfolio Manager

Senior CIB Portfolio Manager

About this role:

Wells Fargo is seeking a Senior CIB Portfolio Manager

In this role, you will:

• Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within Corporate Banking Portfolio Management functional area and contribute to large scale planning related to functional area deliverables
• Review and research moderately complex business challenges that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead a Corporate Banking Portfolio Management team to meet project deliverables while leveraging solid understanding of the functional area, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and mid level managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a mentor for less experienced staff

Required Qualifications:

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

Desired Qualifications:

• At least a MBA or an equivalent qualification
• 4+ years of experience in credit analysis, portfolio management, debt research, corporate lending or structured finance (corporate loan analysis or CLOs)
• Advanced Excel and analytical skills
• Strong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
• High level of personal motivation, strong interpersonal skills and ability to effectively work across continents
• Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
• Must be comfortable working independently and as part of a team

Job Expectations:

• Financial statement analysis covering various trends including key computing ratios for leveraged loans
• Understanding credit agreements of loans and summarizing key deal terms
• Analysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveries
• Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants
• Tracking & reporting on financial trends of the client or loan given by the bank
• Preparing monthly and/or quarterly surveillance decks to report on the above
• Maintaining various databases and spreadsheets for internal reporting
• Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workflow planning

Job Level: P3

• Experience in Asset Backed Finance will be a big plus
• CFA level I, II or III
• CA / CS / CWA or an equivalent professional qualification
• Advanced Microsoft Skills (Excel & PowerPoint) with understanding and experience with Macros/VBA/coding

Posting End Date: 

29 Jun 2026

*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.