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Lead CIB Portfolio Manager - VP FIG

Salary

$120k - $287k

Min Experience

5 years

Location

CHARLOTTE, MINNEAPOLIS, NEW YORK, PHILADELPHIA

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager to join the Portfolio Management team to support Wells Fargo's growing Financial Institutions business. The Portfolio Manager will partner with Relationship Managers, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support for insurance and insurance services clients. In this role, you will: Manage and oversee credit aspects of a broad portfolio of insurance companies. Vice President Portfolio Managers oversee and credit manage an assigned portfolio of clients and also support Managing Director and Executive Director Portfolio Managers on lead credit roles, complex, and/or multiple touchpoint relationships in executing new credit transactions as well as refinancings, amendments, and new requests for treasury management services and market products. Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate risk assessments, timely monitoring of performance trends, validating risk ratings, monitoring covenant compliance, as well as adherence to policy and regulatory requirements to include those connected with leveraged credit extensions. Lead the review and negotiation of legal documentation in partnership with internal and external counsel. Direct and coordinate colleagues in the execution of loan booking, closing, and compliance requirements. Contribute to and lead credit focused projects, partnering with Portfolio Managers, Corporate Banker Relationship Management, Analysts, and Associates. Engage with internal and external auditors and examiners and assist with the preparation of internal and external exam processes. Prepare and present updates on loan portfolio and insurance subsector trends to senior leadership, risk management, and coverage partners. Partner with Corporate Banking Relationship Management, Investment Banking Insurance Coverage, Debt Capital Markets colleagues, Financial Institutions Independent Risk Management, and other product partners to support all client coverage needs related to credit risk products. Lead and contribute to due diligence meetings with client contacts in support of the delivery of new products or services or expanding existing business with clients. Train and mentor Financial Institutions 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, risk assessments, and risk and rating recommendations.

About the company

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.

Skills

credit management
financial analysis
industry analysis
legal documentation
project management
relationship management
risk assessment
team leadership
training and mentoring