01Overview
About This Role
Wells Fargo is seeking a Securities Research Manager
We are seeking an experienced Credit Portfolio and Relationship Management professional with 10-12 years of experience across credit analysis, portfolio management, and client relationship management within Corporate / Wholesale / Commercial Banking. The role requires solid expertise in credit underwriting, portfolio monitoring, risk management, and stakeholder engagement, along with the ability to support business development and manage teams/workstreams. The incumbent will work closely with relationship managers, credit officers, and product partners to ensure prudent risk management while supporting client growth objectives.
In This Role, You Will
Credit & Portfolio Management:
Manage and monitor a portfolio of corporate borrowers, ensuring ongoing assessment of credit quality and risk exposure
Conduct comprehensive credit analysis, including financial statement analysis, cash flow modelling, and risk assessment
Prepare and review credit appraisals, underwriting memos, and internal credit documentation
Perform ongoing portfolio surveillance, including covenant monitoring, early warning signal identification, and watchlist reviews
Support internal and external rating analysis and monitor rating migrations
Participate in periodic portfolio reviews, stress analysis, and risk reporting
Relationship Management & Business Support:
Support relationship management teams in maintaining and deepening client relationships
Participate in internal interactions, renewals, and discussions related to credit facilities and risk positioning
Balance credit risk considerations with relationship and business objectives
Partner with product teams to support cross-sell and business development initiatives across banking products
Contribute to client strategy discussions and transaction structuring from a credit perspective
Product & Transaction Exposure:
Work on a wide range of corporate banking products, in .
