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Deal Lead, Growth Lending Specialist

2 months ago


Chicago, Illinois, United States Wellington Management Full time
About Wellington Management

We are a leading investment management company that offers a comprehensive range of investment solutions to institutional clients worldwide. Our investment approach is built on a robust body of proprietary research and a collaborative culture that fosters independent thought and healthy debate.

About the Role

We are seeking a highly skilled Deal Lead to join our Growth Lending Team. As a key member of our team, you will be responsible for building our investment pipeline, including thematic research-based outbound origination, and developing our external network by building relationships with co-investors, industry experts, and private issuers.

Key Responsibilities:

  • Conduct in-depth underwriting of select deals and develop investment recommendations
  • Manage portfolio positions and relationships
  • Leverage your insight and experience during the investment process
  • Work closely with our Private Equity and Industry Research teams

Essential Skills:

  • Investment acumen and passion for lending to growth and/or venture stage private companies
  • Deep understanding of the US growth/venture lending market
  • Established industry relationships and network to originate deal flow
  • Strong academic credentials, preferably in finance, economics, or accounting
  • Strong bottom-up 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

Additional Qualifications:

  • A minimum of 8 years of relevant experience on the buy- or sell-side within private credit or credit research
  • Strong communication and influencing skills
  • Ability to take risk and challenge investment views
  • Humility to admit mistakes and a desire to learn from others

We are an equal opportunity employer and welcome a diverse range of candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for this role, please contact us.

We offer a comprehensive and high-value benefit package to meet the unique needs of our employees and their families. 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, back-up childcare, tuition/CFA reimbursement, and paid time off.