Operational Excellence Specialist, Private Credit
5 days ago
Join a world-leading investment management firm that seeks to attract talented individuals to foster an open and collaborative culture. As an Operational Excellence Specialist in our Private Credit & Real Estate team, you will play a pivotal role in executing and supporting all operational activities within the deal execution/settlement process.
About UsWe are Wellington Management Company, LLP, one of the world's largest independent investment management firms. With over $1 trillion in assets under management, we serve as trusted advisers to institutional clients and mutual fund sponsors globally. Our innovative investment solutions are built on proprietary research and span global capital markets.
Foster an environment of diverse perspectives and ideas, and develop informed investment and business decisions through inclusive collaboration. We welcome people with unique experiences and expertise to contribute to our growth.
The RoleThis is a dynamic opportunity to work with multiple teams across the firm, including private investment valuation and operations, investment product and fund services, legal & compliance, tax, and information technology. You will be responsible for developing and integrating private credit and real estate data & workflows into our newly designed operating model.
Key Responsibilities:
- Support loan administration as part of a dedicated operations team for several private credit and real estate strategies.
- Assist portfolio management and legal teams with deal closing activities and transaction coordination.
- Oversight of daily operations at external service providers for timely and accurate asset servicing.
- Analyze complex credit/note purchase agreements and identify critical attributes for each deal.
- Understand investment guidelines across multiple client relationships and ensure pre- and post-trade compliance monitoring.
- Review discrepancies on reconciliation reports and resolve issues to maintain the investment book of record.
- Work with the investment team to update security ratings and track financial statements.
We seek a professional with 4-7 years of experience supporting the end-to-end lifecycle of private credit and real estate investments. Key qualifications include:
- Private loan document review experience.
- Understanding of private credit and real estate fund concepts across various strategies.
- Experience with industry technology used in private credit and real estate support.
- Strong technical skills such as SQL, PowerBI, Tableau, and Excel macros.
- Intellectual curiosity, analytical, and problem-solving skills.
- Excellent organization, attention to detail, and time management skills.
- Ability to think critically and propose new ideas and solutions.
- Effective articulation with written and oral communication skills.
We offer a comprehensive benefits package and a competitive salary range of $80,000 - $180,000, which considers skill sets, role, experience, certifications, and education. In addition to base salary, we provide discretionary bonuses, incentives, and other rewards for outstanding performance.
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