CIB Portfolio Associate

CIB Portfolio Associate

About this role:

Wells Fargo is seeking a CIB Portfolio Associate.

In this role, you will:

• Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to planning related to functional area deliverables

• Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables

• Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements

• Provide information to managers, functional colleagues and stakeholders

Required Qualifications:

• 6+ 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:

• Work closely with both internal stakeholders and users to meet their service needs

• Apply technical knowledge and expertise to perform work and action requests

• Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further

• Overall experience in understanding the Fund Finance Group working and/or ready to learn about te FFG group and its functioning. 

• Credit background; strong familiarity with documents related to credit facilities 

• Understanding of different elements of a Loan Agreement

• Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates

• Synthesizes complex or varied sources of information to create reports

• Provides summaries and supporting information to build effective narratives and enhance report utility

• Effective organizational, multi-tasking, and prioritizing skills

• Excellent verbal, written and interpersonal communication skills

• Solid problem solving and decision-making skills

• Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.

• Willing to work in mid-shift working hours – 12:30 PM to 9.30 PM IST

Job Expectations:

• Support performance of less experienced staff and overall effectiveness of CIB Portfolio Management

• Provide feedback and present ideas for improving or implementing processes and tools with functional area impact

• Perform complex administrative transactional and operational or customer support tasks

• Provide subject matter expertise and interpretation of procedures to less experienced staff

• Interpret and develop compliance requirements, policies and procedures for functions with moderate complexity within scope of responsibility

• Interact with immediate team, CIB Portfolio Management and internal peers outside work group on a wide range of information, as well as internal or external customers

Posting End Date: 

3 Sep 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.