CIB Portfolio Management Associate Manager
Wells Fargo
About this role:
The role is in the Fund Finance Group (FFG) team that sits within the CIB division in India. Fund Finance business of Wells Fargo provides structured lending solutions to large global fund managers and asset managers, mainly private equity, private debt and real estate funds in US and Europe. The Fund Finance India team supports the global fund finance business in performing credit analysis, credit writing, risk analysis, portfolio management and automation activities. Processes performed by the India team are evolving with significant growth as we transition critical processes from the global team.
This is a people manager role where you will lead a team which performs the above-mentioned activities. A successful candidate will collaborate and work closely with the CIB India leadership team, FFG India head, as well as the key stakeholders in New York, Charlotte (North Carolina) and London. The role provides significant opportunities to learn, develop, be an enabler, undertake new initiatives and become a core/integral member of the global team.
The CIB team in India has hybrid work model with a 60:40 work-from-office/work-from-home flexibility.
In this role, you will:
- Manage and develop a team of individual contributors that provides portfolio management and underwriting support to an industry leading fund finance business.
- Thoroughly learn and understand the fund finance business, including the nuances of deal structuring and portfolio management. Should be able to provide an effective oversight to the team members.
- Engage with deal team members and other SMEs (subject matter experts) in the US and London teams to ensure smooth and efficient delivery of all work-products.
- Develop a high level of trust between the India team and the stakeholders in the US and London
- Interpret and develop policies and compliance requirements for timely managing risks within your team
- Manage allocation of people capacity and financial resources for your team
- Train and mentor your team members and review finished work product of the team as needed.
- Talent acquisition, retention and assisting leadership in building the career path for the team members.
- Aid the Head of Fund Finance India team in various management-related deliverables including team governance, capacity planning, portfolio allocation, resource mapping, preparing management reporting material, and stakeholder management, amongst others.
- Drive and implement various department wide risk, governance, transformation and automation initiatives.
Required Qualifications:
- MBA Finance, CFA or CA, or an equivalent qualification
- Total experience of 10-15 years with 4-5 years of experience in credit analysis, portfolio management, debt research, or structured finance.
- Strong management skills with ability to lead a team.
- Experience in change management, transformation projects, process efficiency etc. would be an added advantage.
- In-depth understanding of financial statements of large corporates and/or financial institutions with ability to comprehend key risks.
- Excellent Excel & PowerPoint skills
- Sound analytical thinking and high attention to detail.
- Strong communication skills – both verbal and written. Ability to articulate complex ideas well. Strong business writing skills
- High level of personal motivation and strong interpersonal skills
- Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
Required Qualifications for Europe, Middle East & Africa only:
- Experience in Corporate and Investment Banking Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Leadership experience
Desired Qualifications:
- Excellent communication skills
- Good Analytical skills required
Posting End Date:
29 Apr 2025*Job posting may come down early due to volume of applicants.
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