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Wellington Management · 1 day ago

Sr. Analyst Private Credit Operations

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $180K/yr

4+ years exp

Wellington Management is one of the world’s largest independent investment management firms, offering comprehensive investment management capabilities. The Sr. Analyst, Private Credit Operations will be responsible for executing and supporting all operational activities within the private credit and real estate deal execution/settlement process, collaborating with multiple teams to enhance operational processes and controls.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Support all aspects of loan administration as a member of a dedicated operations team supporting several private credit and real estate strategies, including investment grade private placements, growth lending, commercial real estate debt, and specialty finance

Assist portfolio management and legal teams with deal closing activities and the coordination of transaction activity across portfolio management, fund administrators, agents, and loan administration service providers

Oversight of daily operations activities at external service providers to ensure timely and accurate asset servicing on internal and third-party platforms. This will include the setup of new issuer/deal records, credit facilities/securities, new trade/issuance booking, guideline monitoring, lifecycle activity, corporate actions, collateral & covenant monitoring, periodic reconciliations, and final disposition of all portfolio holdings

Analyze complex credit/note purchase agreements and identify critical attributes necessary to operationalize each deal we invest in

Understand investment guidelines across multiple client relationships and act as first line of defense for pre- and post-trade compliance monitoring

Review and resolve discrepancies on reconciliation reports - cash/position/security master – to ensure the investment book of record is in good order daily

Work with the investment team to update periodic security ratings, and track and upload financial statements into the vendor system

Participate in developing, refining, and documenting processes, procedures, guidelines, and controls that will govern all portfolio activity across private credit and real estate strategies

Assist with maintenance of data oversight of internal and external asset record keeping. Support the provision of ad-hoc and standard reports by slicing data and presenting several outcomes for internal stakeholders and clients

Participate in cross-functional projects including third-party service provider and technology vendor evaluation, technology implementation

Stay abreast of regulatory requirements and industry best practices (LSTA) for loan, credit, and debt securities

Qualification

Private credit operationsReal estate investmentsLoan administrationSQLPowerBITableauExcel macrosAnalytical skillsCommunication skillsAttention to detailTime managementProblem-solving skills

Required

4-7 years supporting the end-to-end lifecycle of private credit and real estate investments, including experience reviewing private loan documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances; settlements for private investments--including US and international money movement and physical certificate registration

A good understanding of private credit and real estate fund concepts across a range of strategies, including investment grade private placements, direct & venture lending, commercial real estate lending, and specialty lending

Experience with industry technology and platforms used in supporting private credit and real estate strategies such as IVP (Indus Valley Partners), Sentry-PM, Allvue, IHS Markit-WSO/ClearPar; CBRE, Citus, Midland, Bellwether, and Geneva

Ability to leverage strong technical skills to improve operational processes, such as SQL, PowerBI, Tableau, Excel macros & AI

Intellectual curiosity with strong analytical and problem-solving skills

Excellent organization, attention to detail and time management skills with ability to prioritize work and function with minimal guidance

Ability to think critically to challenge the norm and propose new ideas and solutions

Effective articulation with written and oral communication skills, including the ability to create compelling presentations using MS PowerPoint

Benefits

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)