Lead CIB Portfolio Manager Position Available In New York, New York

About this role:

Wells Fargo is seeking a Lead CIB Portfolio Manager in the REIT (Real Estate Investment Trust) Finance Group as part of the Corporate & Investment Banking Team.

The Lead CIB Portfolio manager supports the

CRE REIT

Finance Group, which delivers corporate banking products and services to public and private Real Estate Investment Trust (REITs), sponsors, and other commercial real estate owners. This involves corporate level lending, capital structure advisory and to a smaller extent, asset-level lending. This role will be primarily focused on credit banking and portfolio management. In collaboration with Corporate Banker(s), they will hold responsibility for monitoring, documenting, underwriting and reacting to the credit quality of an assigned portfolio of loans.

In this role, you will:

Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within Corporate Banking Portfolio Management functional area and contribute to large scale planning related to functional area deliverablesSynthesize industry and economic trends and the analysis of the financial performance of individual customers and underwriting of credit products and operating exposuresManage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements and effectively managing risk in the loan portfolio to minimize credit loss and drive satisfactory ROE.Review, research and 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 initiativesUnderstand the credit needs of our clients and represent the bank in how credits will be underwritten and structured to develop and maintain client relationshipsLead the structure, underwriting, and ongoing maintenance of credit solutions (both regular-way and acquisition financing) for large, complex public/corporate/institutional CRE clients across the credit spectrum (both Investment Grade and Non-Investment Grade)In partnership with Corporate Banker(s) and Senior Portfolio Manager(s), lead the credit approval process with Wholesale Credit Risk and Senior Management.

Build 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 companyContinuously seek opportunities for revenue generation and ensure clients are aware of the various products and services. This includes proactively partnering with ancillary product teams that require credit (i.e. swaps, treasury management, operating exposure, etc.) and line of business supportCollaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goalsLead projects, teams, or serve as a mentor for less experienced staff

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:

5+ years of corporate finance or commercial real estate origination underwriting and portfolio management experienceAbility to develop and maintain strong relationships while actively participating in the successful execution of complex transactionsKnowledge and understanding of US GAAP financial statements or components preparationExperience researching and documenting

SEC/GAAP/REG

issues in concise memorandumsExtensive knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelinesAbility to thoroughly analyze credits on an independent basis and communicate findings in a concise mannerFamiliarity with the commercial property types including multifamily, retail industrial, office, hospitality, etc.

Excellent verbal, written, and interpersonal communication skillsAbility to interact with all levels of an organization

Job Expectations:

This role requires 4 days in the office and 1 day remoteFINRA 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.

Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.$120,400.00 – $287,600.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

23 Jun 2025•Job posting may come down early due to volume of applicants.

We Value Equal OpportunityWells 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.

Applicants with DisabilitiesTo 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.

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