Wellington

Principal, CRE Debt Capital Markets

New York, NY, United States · Principal

Sponsorship not specified$120k-$225kDetected 15 days ago

Project ManagementNegotiationAccountingExcelResearchCommunicationOrganizational SkillsUnderwriting

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

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
Lead bespoke loan-on-loan terms, structuring and negotiation for asset-by-asset financing
Work with Fund Services to develop and maintain detailed tracking for each transaction and / or facility to monitor obligations to lenders
Lead bespoke loan-on-loan terms, structuring and negotiation for asset-by-asset financing; and
Work with Fund Services to develop and maintain detailed tracking for each transaction and / or facility to monitor obligations to lenders; and
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
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;

Requirements

7-10+ years of experience in capital markets, structured finance, or treasury operations;
Strong understanding of fund administration, legal compliance, and investor communications;
Critical thinker with proven negotiation 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
an undergraduate degree in finance, economics or accounting is preferred.
Proven ability to manage complex financing workflows and cross-functional teams
Excellent organizational and relationship management 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
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 r ace, 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.
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:

Nice to have

Strong academic credentials: an undergraduate degree in finance, economics or accounting is preferred.

Compensation

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.
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.

Benefits

Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Company info

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.

Equal opportunity

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.

Visa & Work Authorization

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

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