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Wells Fargo Alternative Investments Financing Senior Lead Wealth Underwriter 
United States, North Carolina, Charlotte 
355149054

17.04.2025


In this role, you will:

  • Perform diligence, analysis and underwriting of alternative investment funds which are the form of collateral or part of the custom loan structure
  • Work with internal risk management ongoing approval and inclusion as collateral of alternative investment funds
  • Monitor alternative investment funds on an ongoing basis, perform collateral reviews, coordinate all fund ratings and analysis with broader Wells Fargo, including CIB partners
  • Develop subject matter expertise in the Alternatives Asset industry
  • Responsible for the efficient and timely analysis and underwriting of highly complex loan structures, financial and collateral circumstances
  • Responsible for highly complex credit structuring and communicating recommendations verbally and in writing
  • Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals for asset quality, banking revenue, and profitability
  • Regularly monitor existing portfolio and communicate findings and recommended solutions to management in a timely manner. This will assist with leadership decisions in credit risk management and ensure credit portfolio satisfactory risk exams
  • Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required
  • Provide leadership and guidance to others.
  • Exercise independent judgment and work with no direct supervision


Required Qualifications:

  • 7+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • A background in fund/ alternative investment fund due diligence, counterparty credit risk management, fund underwriting, fund credit risk
  • Background in wealth & commercial lending/underwriting is preferred. Familiarity with collateral including alternative assets.
  • Ability to monitor a portfolio on an ongoing basis.
  • Be a subject matter expert in alternative investment funds, the market, and ongoing factors that affect these funds.
  • Thorough knowledge of financial accounting theory and logic, loan structuring, and banking products and services
  • Excellent credit skills: ability to develop, negotiate, and document a broad range of loan types, structures, and complex requests
  • Demonstrated ability to make sound, independent business and credit decisions
  • Ability to independently negotiate/structure legal documents with the use of external counsel.
  • Strong interpersonal communication skills and partnering skills


Job Expectations:

  • This position offers a hybrid work schedule in one of the listed locations
  • This position is not eligible for Visa sponsorship

Job Location:

  • 550 S Tryon St, Charlotte NC, 28202
  • 90 S 7th St, Minneapolis MN, 55402


$111,100.00 - $197,500.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

21 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.