**About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager to join our CIB Markets Counterparty Credit Management (CCM) Underwriting and Portfolio Management team. This role sits within the Corporate & Investment Banking (CIB) Markets Division and is part of the front line team responsible for underwriting, grading, and ongoing monitoring of certain institutional client types, mostly non-bank financial institutions such as Broker Dealers, Mortgage REITs, mortgage originators, CCPs, GSEs, and municipalities, as well as regulated funds, hedge funds, and private equity funds, with the focus on entities that transact with the CIB Markets Division. **In this role, you will:** + Lead underwriting, grading, and risk managing a portfolio of non-bank financial institutions that are active in capital markets trading with various affiliates of Wells Fargo + Recommend and justify credit limits for capital markets trading businesses, negotiating master documentation, escalating limit exceptions, and reacting to the credit quality of assigned sector(s) + Review and research complex multifaceted, large scale, and long-term industry and counterparty business models that require in-depth evaluation of multiple factors including intangibles or unprecedented factors + Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives + Identify opportunity for process improvements within scope of responsibilities or functional area + Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals + Lead projects, teams, or serve as a peer mentor **Required Qualifications:** + 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Strong research and business communication skills, including an ability to capture, analyze and succinctly translate data into tear sheets, white papers, and memorandum in a timely manner + Experience with non-bank financial institutions (knowledge of CRE firms a plus) + Knowledge of capital markets and counterparty credit risk, including the major financing and OTC traded products + Experience with Prime Brokerage, FCM, Repo, Foreign Exchange, and other financing or clearing businesses + Knowledge of and experience with negotiating credit points in master trading legal documentation (ISDA, MRA, PBCA, FCSA, etc.) + Experience with financial statement and legal document analysis + Intermediate Microsoft Office skills (Outlook, Word, Excel, PowerPoint) + Ability to execute in a fast paced, high demand environment while balancing multiple priorities + Ability to partner with a wide range of colleagues including sales, trading, legal, market risk, counterparty credit risk, and operations teams + Demonstrated commitment to risk management and core values of the organization + Personal ability to understand and operate successfully in a complex, heavily matrixed corporate environment **Job Expectations:** + Ability to travel up to 10% or as needed + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Posting End Date:** 27 Feb 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: 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. 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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. **Req Number:** R-433050