Principal, CRE Debt Capital Markets

Wellington Management • New York, NY

1d • $120,000 - $225,000 • Hybrid

About The Position

Wellington Management is 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 will have experience across various structures including warehouse/repo facilities, loan on loan, and senior/mezzanine structures, as well as experience in sourcing leverage facilities. This role will be a lead for financing outreach, relationship management, and compliance coordination, working closely with Portfolio Managers, Fund Administration, Legal, and Asset Servicing teams.

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

Responsibilities

• Collaborate with private credit investment teams (commercial real estate and growth lending) 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 and/or 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, 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.
• 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.

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/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Principal