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About the Role
We are seeking a strategic and operationally minded professional to lead and optimize the financing process across private credit investments, with a primary focus on commercial real estate debt. This role will serve as a lead for financing outreach, relationship management, and compliance coordination, working closely with PMs, Fund Administration, Legal, and Asset Servicing teams.
Responsibilities
- Collaborate with private credit investment teams and stay abreast of potential/evolving investments through active attendance at pipeline and investment committee meetings.
- Organize and track communications with potential financing relationships to manage transaction-specific questions.
- Organize financing outreach processes and due diligence for real estate loans, real estate credit financings, subscription lines, and other structured real estate products.
- Distinguish between light transitional and complex financing scenarios, ensuring appropriate engagement of Capital Solutions and investment teams.
- Negotiate repo, warehouse, subscription, and other credit lines.
- Lead bespoke loan-on-loan terms, structuring, and negotiation for asset-by-asset financing.
- Oversee iterative quoting processes based on deal confidence levels.
- Work with Fund Services to develop and maintain detailed tracking for each transaction/facility to monitor obligations to lenders.
- Coordinate with Legal and Asset Servicing on post-close compliance.
- Recommend and implement staffing consistency for Capital Solutions, including dedicated resources and trained backups.
- Develop and maintain a robust covenant tracking and lender notification process.
- Support the Product team in designing process forms and investor communications for complex funding scenarios.
- Join client/investor servicing meetings to provide market updates on financing markets and report on liquidity management.
- Participate actively in team pipeline meetings and maintain ongoing awareness of emerging real estate transactions.
- Serve as a primary point of contact, ensuring clear, timely, and detailed communication with internal stakeholders and external partners throughout the financing process.
- Build and maintain strong relationships with key constituents, including lenders, existing limited partners, prospective clients, senior management, and the investment committee.
- Partner closely with investment teams to streamline workflows, maximize transaction efficiency, and eliminate redundancies across deal processes.
- Proactively cultivate market relationships and continuously seek out market intelligence to enhance and differentiate Wellington’s financing capabilities.
Requirements
- 7-10+ years of experience in capital markets, structured finance, or treasury operations.
- Proven ability to manage complex financing workflows and cross-functional teams.
- Strong understanding of fund administration, legal compliance, and investor communications.
- Excellent organizational and relationship management skills.
- Critical thinker with proven negotiation skills.
- Proven success as a dynamic, commercially minded professional who thrives in an entrepreneurial environment.
- Motivated by the opportunity to help build innovative credit strategies within a leading, large-scale asset management firm.
- Strong verbal and written communication skills.
- Personable and engaging approach, well-suited for an outward-facing role with frequent interaction with lenders and clients.
- Strong execution and project management skills, sense of urgency, strong work ethic, and highly organized with an ability to multi-task across multiple active projects.
Skills
- Financing Process Management
- Commercial Real Estate Debt
- Warehouse / Repo Facilities
- Loan on Loan Structures
- Senior / Mezzanine Structures
- Sourcing Leverage Facilities
- Financing Outreach
- Relationship Management
- Compliance Coordination
- Project Management
- Negotiation
- Market Intelligence
- Capital Markets
- Structured Finance
- Treasury Operations
- Fund Administration
- Legal Compliance
- Investor Communications
Location
- Remote (1 day/week)
Work Type
- Hybrid
- Full-time
Experience Level
- 7-10+ years
Education Level
- Undergraduate degree in finance, economics or accounting preferred
Salary/Compensations
- USD 120,000 - 225,000
Benefits
- Retirement plan
- Health and wellbeing
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life insurance
- Disability insurance
- Adoption assistance
- Back-up childcare
- Tuition reimbursement
- CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About the Company
- Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
- Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
- As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
- Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms.
- We serve as a trusted adviser to clients in over 60 countries.
- Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.
- As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.
- We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.
Equal Opportunity
- As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
- We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
- As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.