About the role

The CIB Portfolio Manager at Wells Fargo evaluates banks and other financial institutions across Asia, the Indian subcontinent, Europe, Latin America, and the Middle East using standard underwriting criteria under the Corporate and Financial Institutions Group (FIG) Credit Policies. Day-to-day work includes preparing timely written financial analyses, assigning and justifying internal risk ratings, applying monitoring tools to flag potential problem loans, maintaining credit files, and assisting with internal and external exams under the Loan Team Manager. This full-time role is based in Hyderabad, India.

What you’ll do

Prepare timely and accurate written analysis of banks and other financial institutions, including Non-Bank Financial Institutions (NBFI), in assigned geographic markets
Conduct extensive financial statement analysis of individual institutions and compare them to peer institutions within the same country or sub-industry
Assign accurate risk ratings, including any changes from current ratings, with adequate justification contained within the analysis to support the assigned ratings
Apply monitoring tools to timely recognize potential problem loans in a specific market and/or counterparty
Maintain credit files for assigned accounts
Participate in planning for country exposure reviews by coordinating with line officers and outside resources to obtain supporting information and materials
Assist in internal and external exams by preparing the necessary credit folders for the exam under direct supervision of the Loan Team Manager

What you’ll bring

2+ years of CIB Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education
MBA (Finance/Banking), Cost and Management Accountant, Chartered Accountant, postgraduate in Economics, FRM, or CFA
Effective financial analysis research and note writing skills
Strong command of English
Ability to prepare timely and accurate written analysis of banks and other financial institutions, including NBFIs, in assigned geographic markets
Ability to assign accurate risk ratings with adequate justification to support the assigned ratings
Ability to apply monitoring tools to timely recognize potential problem loans in a specific market and/or counterparty
Ability to maintain credit files for assigned accounts and coordinate with line officers and outside resources

Skills

Financial analysis researchNote writingEnglish proficiencyCredit underwritingCredit ratingRisk ratingFinancial statement analysisPortfolio management

Education

The candidate for CIB Portfolio Manager would be an MBA (Finance/ Banking), Cost and Management Accountant, Chartered Accountant/postgraduate in Economics /FRM / CFA.