AVP- Corporate Banking Analyst (Sponsor Portfolio Management )
Wells Fargo · Bengaluru, Karnataka, India
Wells Fargo · Bengaluru, Karnataka, India
- **In This role you will:** - Build and maintain financials models to assist senior bankers in analyzing growth opportunities for clients - Manage the Sponsor portfolio exposure and assess the credit quality and monitor the portfolio on continuous basis, assist in tracking, underwriting, reviews, covenant monitoring activities. - Support the US team to assess the proposal for feasibility based on stage of company, sustainability and scalability of the business model - **Required Qualifications:** - 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - **Desired Qualifications:** - MBA, CA, CFA or master''s in finance from a premier education institute - 2+yrs of experience in Credit Underwriting / Credit risk / Credit Rating - Strong knowledge of accounting and financial concepts - Knowledge of database tools FactSet, Thomson one, Capital IQ, Factiva, Levin Insights, LCD News and Bloomberg - Knowledge of VBA, Tableau, Power BI etc. would be an added advantage - Strong inclination towards building a career in Fixed Income and Credit domain - Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models - Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders - Ability to proficiently use Microsoft Office Applications - Power Point and Excel - Analyze credit data, financial statements, projections; perform internal credit rating; and prepare credit assessment memo as per stipulated guidelines and policy - Monitoring tracking financial performance, borrower business model/future strategy, security cover, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries - Understand the nuances of the loan request and identify any inconsistency or associated risks - Understand and respond to the queries raised by Credit Risk Director, Portfolio managers , due diligence team, etc. - Strong logical, analytical skills and a systematic problem-solving approach - Strong time management skills and ability to work under pressure and meet strict deadlines - Attention to detail and ability to ensure high quality of deliverables - Ability to interact with integrity and a high level of professionalism with all levels of team members and management - Results driven, accountable and ability to work with multiple priorities in a fast-paced Banking environment - Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agent space) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight. - Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions. - Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions. - Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies