Supports fund finance credit portfolio management for private equity funds and asset managers. Responsibilities include underwriting and credit analysis, preparing detailed credit papers, assessing investor and collateral risk, reviewing covenants and financial reporting, interpreting legal documentation, monitoring borrower trends, maintaining databases and spreadsheets, and coordinating with deal, legal, and credit teams across the US, UK, and India.
About this role:
At Wells Fargo, a CIB Portfolio Associate supports credit portfolio management designed to meet the long-term financial objectives and risk tolerance of corporate banking clients. You will work as a member of the client deal team to evaluate credit, manage portfolio risk, structure solutions, and support disciplined client and business outcomes.
This role is in Fund Finance team that sits within CIB's Banking group. The Fund Finance Group ("FFG") provides financing to private equity funds and asset managers through structured and syndicated credit facilities.
The CIB Portfolio Manager role involves developing a credit understanding of our clients and collateral, developing understanding of our structured products, prepare credit review and underwriting documents. You would work as an active "deal team member" from India while the rest of the deal team will be situated in the US or UK. You will be involved in day-to-day communication with deal team members in the US and UK, legal teams, and credit teams among others. You will work closely with Fund Finance's global team members located in Charlotte (North Carolina), New York, and London. The role involves significant opportunities to learn, develop and work as an integral member of the business.
In this role, you will:
Work actively as a deal team member aiding FFG clients, working with partners across US and UK in underwriting, credit analysis of existing and origination of new deals.
Evolve as a process SME by gaining deep understanding of processes and operational effectiveness.
Preparation and review of 20-30 pager credit papers covering a deep analysis of our clients, deal structure, and the underlying collateral
Financial analysis review and risk assessment of a large number of investors (Limited Partners) on a frequent basis.
Review ongoing client reporting to check for completeness & accuracy of financial calculations including covenants and collateral value
Prepare a summary of the above either in written format or in a common-sized excel format.
Understand legal documentation and infer legal opinion to request relevant Credit approval.
Maintain various databases and various spreadsheets for internal reporting
Track and report on financial trends of the borrowers and underlying collateral
Perform any other task as discussed with Deal Teams and required for client action.
Required Qualifications:
At least an MBA or a CA, or an equivalent qualification
6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months pf experience in writing detailed credit memos/papers
Strong communication skills - both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
Basic to Advanced excel skills to be able to manage and navigate across investor underwriting/ modelling data.
Basic understanding of legal terms used in Banking
Must be able to work in a fast paced production environment.
Must be comfortable working independently and as part of a team
High level of personal motivation, strong interpersonal skills and ability to effectively work across continents.
Posting End Date:
11 Nov 2026
*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.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
At Wells Fargo, a CIB Portfolio Associate supports credit portfolio management designed to meet the long-term financial objectives and risk tolerance of corporate banking clients. You will work as a member of the client deal team to evaluate credit, manage portfolio risk, structure solutions, and support disciplined client and business outcomes.
This role is in Fund Finance team that sits within CIB's Banking group. The Fund Finance Group ("FFG") provides financing to private equity funds and asset managers through structured and syndicated credit facilities.
The CIB Portfolio Manager role involves developing a credit understanding of our clients and collateral, developing understanding of our structured products, prepare credit review and underwriting documents. You would work as an active "deal team member" from India while the rest of the deal team will be situated in the US or UK. You will be involved in day-to-day communication with deal team members in the US and UK, legal teams, and credit teams among others. You will work closely with Fund Finance's global team members located in Charlotte (North Carolina), New York, and London. The role involves significant opportunities to learn, develop and work as an integral member of the business.
In this role, you will:
Work actively as a deal team member aiding FFG clients, working with partners across US and UK in underwriting, credit analysis of existing and origination of new deals.
Evolve as a process SME by gaining deep understanding of processes and operational effectiveness.
Preparation and review of 20-30 pager credit papers covering a deep analysis of our clients, deal structure, and the underlying collateral
Financial analysis review and risk assessment of a large number of investors (Limited Partners) on a frequent basis.
Review ongoing client reporting to check for completeness & accuracy of financial calculations including covenants and collateral value
Prepare a summary of the above either in written format or in a common-sized excel format.
Understand legal documentation and infer legal opinion to request relevant Credit approval.
Maintain various databases and various spreadsheets for internal reporting
Track and report on financial trends of the borrowers and underlying collateral
Perform any other task as discussed with Deal Teams and required for client action.
Required Qualifications:
At least an MBA or a CA, or an equivalent qualification
6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months pf experience in writing detailed credit memos/papers
Strong communication skills - both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
Basic to Advanced excel skills to be able to manage and navigate across investor underwriting/ modelling data.
Basic understanding of legal terms used in Banking
Must be able to work in a fast paced production environment.
Must be comfortable working independently and as part of a team
High level of personal motivation, strong interpersonal skills and ability to effectively work across continents.
Posting End Date:
11 Nov 2026
*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.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
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