Alternative Asset Manager Co-Investment Lending Program Manager

About this role:
Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing ("AIF") Custom Lending team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co-Investment Lending Programs. These are loans via a "program" provided to a group of partners & employees that work at alternative asset management companies. The loan terms and documents are set for the program, and then the individuals who work at the firm can apply for loans. The loans are used to finance a portion of the individual's committed capital calls into the firm's funds.
In this role, you will:

• Act as a liaison during the underwriting process to coordinate when appropriate between the AIF Senior UW, Custom Credit Banker, and Borrower UW's. This position may handle one-off credit questions from participating borrowers once fully-trained.
• Act as the primary Credit contact to handle closing issues (ex: last minute systems corrections, etc.)
• Audit partner co-invest loans post-closing to ensure adherence to all P&P requirements, including covenants, servicing tasks, etc.
• Coordinate with Collateral Monitoring Team to set up the relationships in the systems.
• Primary point of contact for monitoring borrowing bases, capital calls, distributions. This person would also work with offshore staff to audit the borrowing bases and compare NAV's to the partner capital statements.
• Assist with Annual Reviews of partner capital loan programs (fund level) when appropriate.
• Management of inflow of information (i.e. fund and individual borrower information) for programs. Organization of information in systems.
• Ongoing program management, amendments, increases, changes, etc.
• Work with LSG bankers on COR submission troubleshooting/questions. i.e. ensuring loan structure is correct for entity/trust borrowers
• Communicate up to date credit policy and process changes that would impact the credit origination and booking process
• Conduct training sessions with Bankers/BCs on eSign enhancements
• Create COR submission guides, booking guides, loan servicing guides as needed
• Complete the review of capital calls and provide LSG with funding instructions and capital call spreadsheet so that team can process the advances (which includes submitting TMT for LOC advance portion and TMT for "unfinanced" portion from DDA)

Required Qualifications:

• 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Wealth Management or Private Banking Custom Lending
• Understanding of the lending process, credit policy, loan documentation, and loan servicing
• Highly organized
• Ability to multi-task
• Client service driven
• High sense of urgency, timeliness
• Attention to detail
• Ability to cross-reference & cross check through multiple interfaces/documents
• Team player, works well both internally & eternally with all partners to deliver best in class lending solutions to asset manager partner/ employee client base

Job Expectations:

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

Job Location:

• Charlotte, NC
• Minneapolis, MN
• St. Louis, MO
• Des Moines, IA
• Dallas, TX

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.
$96,600.00 - $188,900.00
Benefits
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 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

Posting End Date:
3 Aug 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells 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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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