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Wells Fargo
Wells Fargo

Leading company in the financial services industry

Associate – CIB Portfolio Manager

职能财务/会计
级别Lead级
地点CHARLOTTE, New Caledonia, United States
方式现场办公
类型全职
发布1周前
立即申请

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.

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

  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Posting End Date:

29 Apr 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.

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关于Wells Fargo

Wells Fargo

Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.

10,001+

员工数

San Francisco

总部位置

$163B

企业估值

评价

10条评价

3.7

10条评价

工作生活平衡

3.8

薪酬

3.2

企业文化

3.9

职业发展

3.1

管理层

3.4

72%

推荐率

优点

Good benefits and health coverage

Flexible schedules and work arrangements

Supportive team environment

缺点

Limited career advancement opportunities

High stress and overwhelming workload

Poor management and lack of direction

薪资范围

16个数据点

Mid/L4

Senior/L5

Director

Mid/L4 · Equity Research Associate - Oil and Gas

1份报告

$189,999

年薪总额

基本工资

$146,141

股票

-

奖金

-

$189,999

$189,999

面试评价

4条评价

难度

3.0

/ 5

时长

21-35周

录用率

25%

面试流程

1

Application Review

2

Recruiter Screen

3

Online Assessment

4

Technical Interview

5

Behavioral Interview

6

Offer

常见问题

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience