About this role:

Wells Fargo is seeking a Senior Lead CIB Portfolio Manager to join the Sponsors Portfolio Management team supporting Wells Fargo’s growing Financial Sponsor business.  The team partners with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio oversight comprised of portfolio company exposures across Technology, Media and Telecom, Industrials, Healthcare, Financial Institutions, and Consumer and Retail.

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio companies across multiple industries

• Complete detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk rating, covenant compliance, watchlist updates, and recognition of potential problems loans of leveraged credit portfolio

• Partner with Leverage Underwriting and Financial Sponsors Group to execute on final credit memos and loan documentation

• Provide high-touch portfolio monitoring, trending & analytics and aggregate reporting.  Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners

• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements

• Partner with Financial Sponsors Group, 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 refinancings and amendments, as needed, in partnership with Sponsor Coverage and Leveraged Underwriting

• On-going 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 of 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, US:

• 7+ 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, US:

• 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 fast-paced and results-driven 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

Job Expectations:

• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

• Registration for FINRA Series 7 (or 79) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Location:

• 500 West 33rd St. - New York, New York 10001

Pay Range:

• New York - New York Pay Range: $275,000.00 - $275,000.00 

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*Job posting may come down early due to volume of applicants.