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About the Role

Wellington Management is expanding its Private Investing capabilities and seeking an experienced investor for its new Commercial Real Estate (CRE) Debt Team. This role will focus on building the investment pipeline, conducting underwriting, structuring deals, and managing portfolio positions.

Responsibilities

Help build the team’s investment pipeline, including thematic, research-based sourcing and relationship-driven origination.
Conduct in-depth underwriting of select transactions.
Develop investment recommendations.
Structure and negotiate bespoke terms and covenants.
Help manage portfolio positions and borrower/sponsor relationships.
Leverage insight and experience throughout the investment process.
Work closely with others across Wellington’s investment platform, including global credit analysts, industry research colleagues, and other private investors.

Requirements

Successful track record in commercial real estate credit or a closely related lending strategy.
Deep understanding of real estate fundamentals and underwriting experience across major sectors.
Passion for credit investing with a fundamental, research-oriented, bottom-up approach.
Highly analytical and detailed investment process.
Enjoy being an individual contributor within a highly collaborative team.
Build strong trusting relationships externally with sponsors, borrowers, financing counterparts, advisors, management teams, industry contacts, clients and prospects as well as internally with colleagues.
Ability to take risk and challenge investment views.
Humility to admit mistakes and a desire to learn from others.
Recognize the benefits of diverse perspectives.
Ability to communicate action-oriented opinions clearly and with conviction.
Contribute to an open investment dialogue.
Flexibility and openness to continue learning, evolving, and growing as an investor.
Global perspective and creative approach for analyzing growth lending transactions.
A minimum of 12 years of relevant experience on the buy- or sell-side within commercial real estate debt, real estate credit, structured finance, private credit, or credit research.
Established industry relationships and network to originate deal flow across institutional sponsors, borrowers, banks, advisors, and other real estate capital markets participants.
Expertise in drafting, structuring, and negotiating term sheets, loan agreements, and related credit documentation across a variety of financing transactions.
Strong bottom-up fundamental approach to research.
Track record of developing, negotiating, and monitoring bespoke covenants.
Strong work ethic and attention to detail.
Ability to organize, manage, and prioritize time well.
Demonstrated ability to work independently and make decisions in the face of uncertainty.
Independence of thought, an entrepreneurial nature, and a global perspective.
Sound judgment, strong work ethic and highest personal and professional integrity.
Willingness to travel.

Skills

Investment acumen
Commercial real estate credit
Real estate fundamentals
Underwriting
Credit structuring
Collaboration
Influencing skills
Communication (verbal and written)
Intellectual curiosity
Differentiated thinking
Growth mindset
Global perspective
Creative approach
Analytical skills
Negotiation skills

Location

Remote (1 day a week)

Work Type

Hybrid
Full-time

Experience Level

Experienced investor
Minimum of 12 years of relevant experience

Education Level

Undergraduate degree in finance, economics, accounting, real estate, or a related discipline preferred

Salary/Compensations

USD 120,000 - 225,000

Benefits

Retirement plan
Health and wellbeing coverage
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/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 across global capital markets.
Investment solutions are tailored to institutional clients in over 60 countries.
Utilizes robust proprietary research and a collaborative culture.
Private partnership structure fosters a long-term view aligned with client interests.
Private investment teams manage approximately $11 billion in assets.
Private investment group is the fastest growing within Wellington.

Equal Opportunity

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.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.