Managing Director, Originations

Legalist
  • San Francisco, CA
    30+ days ago

    Job Description

    Intro description:

    Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.

    We are seeking an experienced private credit originator to source and term sheet lending opportunities for lower middle-market companies. This individual will be responsible for developing new borrower and intermediary relationships, managing the lending process through executed term sheets, and becoming a trusted financing partner within our target markets.

    The ideal candidate has an established network of referral sources and borrowers and has demonstrated success originating asset-based, cash flow, or specialty finance transactions in the $5 million to $50 million range.

     

    Responsibilities

    • Source new lending opportunities through direct borrower outreach and referral networks.
    • Develop relationships with investment banks, commercial banks, private equity sponsors, consultants, accountants, attorneys, and other intermediaries.
    • Lead initial borrower discussions and determine strategic fit.
    • Structure financing solutions that satisfy borrower needs while meeting fund investment objectives.
    • Prepare and negotiate indicative terms, letters of intent, and term sheets.
    • Maintain an active pipeline of qualified lending opportunities and provide accurate forecasting.
    • Develop long-term relationships that generate repeat business and referrals.
    • Work collaboratively with investment professionals to ensure a smooth transition from origination through closing.

     

    Qualifications

    • 10+ years of experience originating commercial lending or private credit transactions.
    • Demonstrated history of originating loans in the $5 million to $50 million range.
    • Proven ability to execute a high annual volume of term sheets and maintain a robust pipeline.
    • Established network of borrower, intermediary, sponsor, and banking relationships.
    • Strong understanding of credit structures, collateral, loan documentation, and commercial finance.
    • Excellent negotiation and relationship management skills.
    • Ability to work independently while collaborating closely with underwriting and portfolio management teams.

     

    Preferred Experience

    Experience in one or more of the following:

    • Direct lending
    • Private credit
    • Asset-based lending
    • Specialty finance
    • Commercial banking
    • Structured finance

    Numbers & Facts

    LocationSan Francisco, CA

    Skills

    • Accountingunmatched
    • Asset Managementunmatched
    • Banking Servicesunmatched
    • Cash Flowunmatched
    • Commercial Bankingunmatched
    • Commercial Loansunmatched
    • Direct Lendingunmatched
    • Endowmentsunmatched
    • Financeunmatched
    • Financial Transactionsunmatched
    • Forecastingunmatched
    • Governmentunmatched
    • Investment Fundsunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Legalunmatched
    • Loan Collateralunmatched
    • Loan Documentsunmatched
    • Loan Originationunmatched
    • Loansunmatched
    • Negotiation Skillsunmatched
    • Private Bankingunmatched
    • Process Managementunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched
    • Sales Pipelineunmatched
    • Target Marketingunmatched
    • Underwritingunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder