ABOUT US
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.
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. The ideal candidate should have
experience across a variety of structures including, but not limited to,
warehouse / repo facilities, loan on loan, senior / mezzanine structures as well
as experience in sourcing leverage facilities. 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
Responsibilities for this position will include the following:
Financing Process Management
* Collaborate with the private credit, including commercial real estate and
growth lending, investment teams and stay abreast of potential / evolving
investments with active attendance at pipeline and investment committee
meetings to grasp critical details of such transactions;
* Organize and track communications with potential financing relationships to
manage transaction-specific questions;
* Strong execution and project management skills are required; The ideal
candidate will possess a sense of urgency, strong work ethic, and be highly
organized with an ability to multi-task across multiple active projects;
* Organize the 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; and
* Oversee iterative quoting processes based on deal confidence levels.
Compliance & Post-Close Oversight
* Work with Fund Services to develop and maintain detailed tracking for each
transaction and / or facility to monitor obligations to lenders; and
* Coordinate with Legal and Asset Servicing on post-close compliance.
Operational Excellence
* 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; and
* Join client/investor servicing meetings to provide market updates on
financing markets as well as report on liquidity management.
Relationship Management
* Participate actively in team pipeline meetings and maintain ongoing, informal
awareness of emerging real estate transactions to gain insight into nuanced
investment theses and key considerations, enabling effective articulation of
each investment’s credit, business plan and underwriting considerations;
* 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, to facilitate seamless transaction execution;
* Partner closely with investment teams to streamline workflows, maximize
transaction efficiency, and eliminate redundancies across deal processes;
and
* Proactively cultivate market relationships and continuously seek out market
intelligence to enhance and differentiate Wellington’s financing
capabilities, leveraging the firm’s Enterprise Relationship Management (ERM)
and Capital Markets Groups.
QUALIFICATIONS
* 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 and is motivated by the opportunity to help
build innovative credit strategies within a leading, large-scale asset
management firm;
* Strong verbal and written communication skills; the ideal candidate will have
a personable and engaging approach, and be well-suited for an outward-facing
role that involves frequent interaction with both existing and prospective
lenders, as well as 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; and
* Strong academic credentials: an undergraduate degree in finance, economics or
accounting is preferred.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that
you could excel in this role, we encourage you to apply and welcome a chance to
review your background. 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, 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
[GMWTalentOperations@wellington.com].
At Wellington Management, our approach to compensation is designed to help us
attract, inspire and retain the best talent in our industry. We strive to pay
employees fairly and competitively across all levels and roles. Our approach to
compensation considers all aspects of total compensation; all employees are
eligible to receive salary, variable compensation, and benefits. The base salary
range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when
making compensation decisions, including but not limited to skill sets; role;
skills and experience; certifications; and education. This range is an estimate,
and further details on salary and total compensation aspects will be shared with
candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach.
Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if
eligible. In addition, we offer a comprehensive and high value benefit package
to meet the unique needs of our employees and their families, and we are
committed to fostering a flexible work environment that enables employees to
thrive personally and professionally. Examples of our benefits include
retirement plan, health and wellbeing, dental, vision, and pharmacy coverage,
health savings account, flexible spending accounts and commuter program,
employee assistance program, life and disability insurance, adoption assistance,
back-up childcare, tuition/CFA reimbursement and paid time off (leave of
absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and
are essential to our culture. In support of this commitment, our employees work
from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver
investment excellence to our clients and their beneficiaries over the long term.