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Wellington Management · 1 day ago

Private Credit Operations Lead

Boston, MA, United States

Full-time

Hybrid

Senior Level

$120K/yr - $225K/yr

7+ years exp

Wellington Management is a global investment management firm offering comprehensive capabilities across capital markets. The Private Credit Operations Lead will oversee operational activities within private credit and commercial real estate debt, collaborating with multiple teams to enhance processes and mentor junior members.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Support all aspects of loan administration as a Senior 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 teams with closing activities and the coordination of transaction activity across portfolio management, fund administrators, agents, and loan administration service providers

Provide 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

Participate in third party vendor outsourcing assessments and on-boarding, as well as continuously evaluate in-source/out-source decisions as the platform grows

Maintain data oversight of internal and external asset record keeping. Design and provide ad-hoc and standard reports by slicing data and presenting several outcomes for internal stakeholders and clients

Lead projects for automation and process improvements related to loan closings, trade workflow, deal tracking, position reconciliations, and cash management. 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 strategiesLoan administrationInvestment grade placementsIndustry technology platformsMBA/CPA/CFA/CAIAAnalytical thinkingLeadership skillsProject management

Required

7-10 years of experience with demonstrated deep expertise in private direct lending administration and supporting private credit strategies, including investment grade private placements, direct and venture lending, specialty finance, and commercial real estate debt

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

Demonstrated leadership skills and accountability executing against a strategic vision, including integrating the use of third-party service providers into the overall support function

Highly collaborative working style, willing to roll up sleeves and dig in to solve problems independently and as part of a broader team

Strong business, critical, and analytical thinking capabilities with excellent writing and oral communication skills

Must be detail-oriented while able to consider the bigger picture and quick to understand and apply new concepts in a high-performing environment

Highly effective change-agent who is constantly assessing where processes can be improved, and embraces change and flexibility

Demonstrated organizational, project, and time management skills with the ability to multi-task and handle competing and changing priorities with tight deadlines

Strong academic credentials, MBA/CPA/CFA/CAIA preferred

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)