CIB Portfolio Management Manager

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune's 2017 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories .

Wells Fargo India and Philippines (WFIP) is an integral part of the Well Fargo Enterprise and provide Operations and Technology support to the WF Enterprise Business. WFIP operates out of 4 sites across 2 countries and currently has c28,000 employee supporting all lines of business covering business operation, technology development and support.

Role And Department Overview

This role is within CIB Front Office support team within Wells Fargo India. The department- Structured Products Group (SPG) works with CIB business which provides direct structured lending in addition to the underwriting and distribution of securities for clients who access the bond markets through securitizations. Business provides services across broad range of asset classes, including securitization & lending, corporate debt finance, and mortgage finance and works closely with large domestic and international clients. The client base includes Banks, NBFC, Financial Institutions, Insurance, Mortgage and Real Estate finance and Investment Funds.

Role Context

This is a senior role within SPG department- Mortgage Finance Group (MFG) and required the individual to manage and lead the team as well as take overall ownership and accountability of delivery and translating business requirements into priorities for the team. Role will also involve interacting with senior stakeholders in the business as the face of the department within Wells Fargo India.

The role involves supporting structured products group with Wells Fargo CIB business team which is primarily responsible for financial review/credit analysis/ratio calculation (including spreading) plus portfolio management activities including compiling regular reports, trend analysis, covenant monitoring, collateral management, collateral analytics, and other allied activities towards client support/COO functions/regulatory reporting etc.

Responsibilities
• Manage & lead a team that provides offshore support for an industry leading structured finance department within a large investment bank.
• Leadership role, but individual contribution also needed to plan, train, mentor and review finished work product of the team
• Liaise with onshore counterparts and functionally be responsible to them Understand new tasks, prepare processes & procedures for executing these tasks, i.e., build the foundation for a solid future
• Oversee delivery through allocation of work to the team on a weekly basis, ensuring timely completion of all work products, including ensuring adequate quality control of all work products
• Work closely with onshore teams to ensure department is fully aligned to business priorities and identify value added opportunities
• Effectively manage allocation of people and financial resources, mentor and guide talent development across team and maintain high performing team
• Ability to provide support as SME and ensure to meet all KRI/KPIs as agreed
• Drive strategic initiatives at CIB Front office, department and team level

Minimum Qualifications
• B. Com or equivalent degree plus MBA Finance, CFA or CA
• 12+ years of experience with at least 5-7 years' experience in credit analysis, debt or equity research, corporate lending or structured finance (including work on Mortgage backed securities/ bond securitizations or Collateralised lending)
• Strong management skills with ability to lead a team
• Excellent computer skills: Word, Excel & Powerpoint
• Sound analytical thinking and high attention to detail needed
• Strong communication skills - both verbal and written; Ability to speak articulately & strong business writing skills
• High level of personal motivation, strong interpersonal skills to manage team & also 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
• Knowledge of corporate loans (specifically leveraged loans) or experience in Corporate Lending/Leveraged Finance in an MNC bank.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Reference Number

R-288665