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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

$ 100000 - 225000

Vacancy

1 Vacancy

Job Description

WELLINGTON MANAGEMENT

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 50 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 longterm view that aligns our perspectives with those of our clients.

As part of the continued expansion of our Private Investing capabilities we are seeking to recruit a Deal Lead for our new Growth Lending Team. Wellington has been investing in private markets since 2003 and the Firm launched its first dedicated private capital fund in 2014. Today the Private Investing Team manages over $8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group within Wellington. Growth Lending will be our second strategy in private credit and this new fund will focus on lending to growth stage private companies across the life science/healthcare and technology sectors.


The Deal Lead Growth Lending will be responsible for building our investment pipeline including thematic researchbased outbound origination as well as helping to develop our external network by building relationships directly with coinvestors industry experts and private issuers with their respective sectors. In addition to generating deal flow the ideal candidate will conduct indepth underwriting of select deals develop investment recommendations and manage portfolio positions and relationships. We expect this individual to leverage his or her insight and experience during the investment process while working closely with others across our investment platform including our Private Equity and Industry Research teams.

ESSENTIAL SKILLS
The following essential skills are required for the role:

Investment acumen and passion The Deal Lead will have a successful track record of lending to growth and/or venture stage private companies along with a deep understanding of their respective sectors. The ideal candidate will be passionate about lending and will emphasize a fundamental/thematic researchoriented bottomup approach to underwriting. The Investment Professional will also have deep experience with financial markets and employ a fundamental research oriented bottomup approach to lending to private companies and the ability to implement those ideas through a highly analytical and detailed approach.

Superior collaboration and influencing skills The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Deal Lead will build strong trusting relationships externally with issuer management teams industry contacts clients and prospects as well as internally with colleagues. The ability to take risk and challenge investment views is critical as is the humility to admit mistakes and a desire to learn from others; the Deal Lead must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) actionoriented opinions clearly and with conviction and contribute to an open investment dialogue is important.

Intellectual curiosity capacity for differentiated thinking and a growth mindset The flexibility and openness to continue learning evolving and growing as an investor is important. The Deal Lead will have a global perspective and creative approach for analyzing growth lending transactions. Success in this role will open progression opportunities within the Growth Lending team and broader Wellington.

OTHER QUALIFICATIONS
Additional qualifications and individual characteristics are likely to include:

A minimum of 8 years of relevant experience on the buy or sellside within private credit or credit research. An understanding of the US growth/venture lending market is preferred;
Established industry relationships and network to originate deal flow in relevant issuers;
Strong academic credentials: an undergraduate degree in finance economics or accounting is preferred;
Strong bottomup fundamental approach to research;
Track record of developing negotiating and monitoring bespoke covenants;
Strong work ethic and attention to detail;
Ability to organize manage and prioritize time well;
Demonstrated ability to work independently and make decisions in the face of uncertainty;
Independence of thought an entrepreneurial nature and a global perspective;
Sound judgment strong work ethic and highest personal and professional integrity; and
Willingness to travel.

JOB TITLE

Deal Lead Growth Lending

JOB FAMILY

Investment Management (IM)

LOCATION

New York

Not sure you meet 100 of our qualifications Thats 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 considers all qualified applicants will receive 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 .

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

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 salaryis only one component of Wellingtons 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 backup childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time).

Employment Type

Full-Time

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