Employer Active
Job Alert
You will be updated with latest job alerts via emailJob Alert
You will be updated with latest job alerts via emailAbout this role:
Wells Fargo is seeking a Lead CIB Portfolio Manager to join a newly established Sponsor Portfolio Management team formed to support Wells Fargos growing Financial Sponsor business. Team will partner with Financial Sponsors Group Leverage Underwriting Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support. Portfolio will consist of portfolio company exposures across Technology Media and Telecom Industrials Healthcare and Consumer and Retail.
In this role you will:
Manage and oversee credit aspects of a broad portfolio of sponsorowned portfolio companies across multiple will be assigned a full portfolio as lead PM
Perform detailed credit financial statement analysis industry analysis and projection modeling to ensure accurate and timely and accurate monitoring accurate risk ratings covenant compliance watchlist updates recognition of potential problems loans of leveraged credit portfolio
Lead coordination and execution of loan booking closing legal documentation and compliance requirements
Partner with Leverage Underwriting and Sponsor Coverage to execute on final credit memos and loan documentation
Partner with senior banker to prepare and present portfolio updates as needed to senior leadership risk management and coverage partners.
Partner with Sponsor Coverage Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed.
Assist with credit process for refinances and amendments as needed in partnership with Sponsor Coverage and Leveraged Underwriting
Ongoing coordination and partnership with Sponsor Independent Risk Management related to borrower and/or portfolio needs
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Train and mentor team Associates and Analysts
Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis observations and lending recommendations
Required Qualifications:
5 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:
CIB Portfolio Management experience experience with leveraged lending experience with Sponsor Portfolio management
Ability to make timely and independent judgment decisions while working in a fastpaced and resultsdriven environment
Ability to navigate within a large and complex organization
Experience building partnerships and consulting effectively with leadership
Strong communication and presentation skills
Strong credit and technical skills
Base Pay:
Base pay range for this position in New York City is $175000$200000
May be considered for a discretionary bonus Restricted Share Rights or other longterm incentive awards
Work Location:
Charlotte NC
New York City NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.
$120400.00 $250000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits many of which are listed below. VisitBenefits Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Posting End Date:
17 May 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 compliancedriven 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 units risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability 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. ThirdParty 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.
Required Experience:
Exec
Full-Time