AVP- Corporate Banking Analyst (Sponsor Portfolio Management )
Wells Fargo · Bengaluru, Karnataka, India
Free to search · AI fit score against your CV · tailor your résumé in one click
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