- Wells Fargo is seeking a CIB Portfolio Associate.Covers jobs responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for corporate banking clients. Serves as a key member of a client's deal team.
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+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- B. Com plus equivalent degree preferably MBA, CFA or CA Up to 4 of years' experience in credit analysis, debt or equity research, corporate lending or structured finance (including work on mortgage backed securities, bond securitizations or Collateralized Lending) with another large bank. Strong communication skills - both verbal and written. Ability to speak articulately & strong business writing skills (error free, correct grammar, etc) High level of personal motivation, strong interpersonal skills to work across continents Must be able to work in a fast paced production environment and juggle a variety of tasks (time management skills are important) Must be comfortable working independently and as part of a team.
Job Expectations:
- Financial statement spreading & analysis. Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants.
- Preparing a summary of the above either in written format or in a common-sized excel format.
- Maintaining various databases and various spreadsheets for internal reporting.
- Tracking & reporting on financial trends of the client or loan we've given them.
- Preparing monthly &/or quarterly decks to report on the above.
Posting End Date:
31 Oct 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.
Skills Required
- At least 6 months of CIB Portfolio Management experience or equivalent experience, training, military experience, or education
- Bachelor of Commerce or equivalent degree
- Up to 4 years of experience in credit analysis, debt or equity research, corporate lending, or structured finance
- MBA, CFA, or CA qualification
- Strong verbal and written communication skills
- Articulate communication and strong, accurate business writing skills
- High personal motivation
- Strong interpersonal skills and ability to work across continents
- Ability to work in a fast-paced production environment and manage multiple tasks
- Ability to work independently and as part of a team
Wells Fargo Compensation & Benefits Highlights
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Retirement Support — Pay is considered stronger due to a 401(k) match up to 6% and, for some lower earners, an additional company contribution. Feedback suggests the retirement program is a standout element of the total package.
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Parental & Family Support — Eligible employees can receive up to 16 weeks of paid parental leave, along with critical-caregiving leave and backup care resources. Feedback suggests this breadth of family support is a meaningful advantage.
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Healthcare Strength — Medical, dental, and vision coverage begin on the first day for eligible employees, with the employer covering a large share of premiums in some plan scenarios. Feedback suggests access and plan breadth are strong.
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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