Wells Fargo
Senior Lead CIB Portfolio Manager (Req #001669)
$191K–$305K
NEW YORK, NY · Manager · Full-time · Posted Oct 26, 2026
- Experience
- Seven (7) years; in the job offered or in a related position involving credit risk underwriting, counterparty portfolio management, and portfolio monitoring.
- Education
- Bachelor’s degree in Finance, Economics, Mathematics, Business Administration, or related financial field.
About the job
Underwrite and manage counterparty credit risk for leveraged funds and specialized businesses, including credit reviews, limits, exposure monitoring, and trade approvals.
What you'll do
- Conduct due diligence and prepare initial and annual credit reviews for hedge funds and other alternative asset managers.
- Set and approve credit limits, review bespoke trades and margin levels, monitor exposures and margin calls, and escalate concerns.
- Oversee underwriting and credit risk management across financing and traded products, working with clients and internal business partners.
What they ask for
- Bachelor’s degree in Finance, Economics, Mathematics, Business Administration, or a related financial field.
- Seven years of experience in the job offered or a related position involving credit risk underwriting, counterparty portfolio management, and portfolio monitoring.
- Experience with capital markets and counterparty credit risk, including major financing and OTC traded products.
- Experience with Prime Brokerage and other equity financing or clearing businesses for leveraged funds.
Pay
$191,000 - $305,000 (USD, base salary)
Tools
repo, prime brokerage, futures, foreign exchange, total return swaps, interest rate derivatives, equity derivatives, credit derivatives
Model-written summary · the original posting is authoritative