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CIB Portfolio Manager

Wells Fargo

Wells Fargo

Charlotte, NC, USA
Posted on Jun 18, 2025

About this role:

Wells Fargo is seeking a CIB Portfolio Manager in the REIT (Real Estate Investment Trust) Finance Group as part of the Corporate & Investment Banking Team.

The CIB Portfolio manager supports the CRE REIT Finance Group, which delivers corporate banking products and services to public and private Real Estate Investment Trust (REITs), sponsors, and other commercial real estate owners. This involves corporate level lending, capital structure advisory and to a smaller extent, asset-level lending. This role will be primarily focused on credit banking and portfolio management. In collaboration with Portfolio Manager(s), they will hold responsibility for underwriting, monitoring, documenting and reacting to the credit quality of an assigned portfolio of loans.


In this role, you will:

  • Complete underwriting, continuously monitor & react to the credit quality of an assigned portfolio of loans of REIT Finance Group clients

  • Synthesize industry and economic trends as well as the analysis of the financial performance of customers including balance sheet, cash flow and real estate portfolio analysis

  • Partner with Portfolio Manager(s) and Corporate Banker(s) to structure and underwrite credit solutions (both regular-way and acquisition financing) for large, complex public/corporate/institutional CRE clients across the credit spectrum (both Investment Grade and Non-Investment Grade)

  • In partnership with Senior Portfolio Manager(s), provide high quality analysis and deliverables to facilitate the credit approval process with Wholesale Credit Risk and Senior Management

  • Provide recommendations for resolving situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements

  • Collaborate and consult with peers, colleagues, and mid- managers to resolve issues and achieve goals


Required Qualifications:

  • 2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 2+ years of corporate finance or commercial real estate origination underwriting and portfolio management experience

  • Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions

  • Knowledge and understanding of US GAAP financial statements or components preparation

  • Experience researching and documenting SEC/GAAP/REG issues in concise memorandums

  • Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines

  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner

  • Familiarity with the commercial property types including multifamily, retail industrial, office, hospitality, etc.

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to interact with all levels of an organization


Job Expectations:

  • This role requires 4 days in the office and 1 day remote

  • FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting End Date:

23 Jun 2025

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

We Value Equal Opportunity

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.

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 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

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

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.