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Commercial Banking Portfolio Manager – Commercial & Industrial
Wells FargoSenior commercial banking portfolio manager at Wells Fargo focusing on financial research and underwriting in India. Leading project deliverables and collaborating with teams for complex banking relationships.
About the role
Key responsibilities & impact- Participate in performing financial research, underwriting, and structuring of highly complex private banking relationships
- Review and research business financial statements and tax returns that require an in-depth evaluation
- Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
- Lead projects and teams or serve as a mentor for less experienced individuals
Requirements
What you’ll need- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education
- MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post-graduation in Economics preferred
- Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks
- Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
- Working experience with Moody’s Risk Analytics is a plus
- Excellent communication skills, with special focus on business writing skills for credit reports
- Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
Benefits
Comp & perks- Equal employment opportunity
- Accommodation for applicants with disabilities available upon request
- Drug-free workplace
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial researchunderwritingstructuringfinancial statements analysisDiscounted Cash FlowComparable Company analysisPrecedent Transaction analysisrisk assessmentdata synthesisportfolio management
Soft Skills
problem solvingleadershipcollaborationmentoringcommunicationbusiness writingteam managementproject managementinterpersonal skillsgoal achievement
Certifications
MBA (Finance/Banking)Cost and Management AccountancyChartered Accountancypost-graduation in Economics