Portfolio Associate

Overview

Wells Fargo is seeking a CIB Portfolio Associate to manage credit portfolios for corporate banking clients and serve as a key member of a client's deal team.

What you'll do

• Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management.
• Contribute to planning related to functional area deliverables.
• Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables.
• Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements.
• Provide information to managers, functional colleagues and stakeholders.
• Perform financial statement spreading and analysis.
• Review monthly client reporting to check for completeness and accuracy of financial calculations, including covenants.
• Prepare a summary of the above in written format or in a common-sized Excel format.
• Maintain various databases and spreadsheets for internal reporting.
• Track and report on financial trends of the client or loan.
• Prepare monthly and/or quarterly decks to report on the above.

What you'll need

• 6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• B.Com plus equivalent degree, preferably MBA, CFA or CA.
• Up to 4 years of experience in credit analysis, debt or equity research, corporate lending or structured finance (including work on mortgage backed securities, bond securitizations or Collateralized Lending) with another large bank.
• Strong verbal and written communication skills.
• Ability to speak articulately and strong business writing skills (error free, correct grammar, etc.).
• High level of personal motivation and strong interpersonal skills to work across continents.
• Ability to work in a fast paced production environment and juggle a variety of tasks (time management skills are important).
• Comfortable working independently and as part of a team.

Details

• Posting end date: 31 Oct 2026.
• Location: Bengaluru, India.