Lead origination of private credit loans for lower middle-market companies. Source opportunities via borrower outreach and intermediaries, structure financing, prepare and negotiate term sheets, maintain a high-volume pipeline and forecasting, and collaborate with underwriting and portfolio teams to close transactions and build long-term referral relationships.
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
Legalist San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Leads the data platform engineering team, owning architecture, roadmap, ingestion, orchestration, warehouse, BI, streaming, AI-agent capabilities, data quality, governance, and self-service infrastructure. Manages and develops senior engineers, drives technical standards, reviews designs and code, supports incident response, and partners across engineering, analytics, finance, security, compliance, and risk. Requires hands-on data platform, AI, and technical leadership experience.
Top Skills:
Ai AgentsAirflowApache IcebergBiBigQueryBlockchainCloud WarehouseData CatalogData ContractsData LineageData WarehousesGoJavaKafkaLanggraphLlmsMcpOrchestration PlatformsPub/SubPythonSlosStreaming
Cloud • Information Technology • Security • Software • Cybersecurity
Drive revenue growth for Zscaler’s security operations product portfolio within a designated region. Own territory quota, develop account-based strategies, sell to C-suite and technical stakeholders, and partner with solution engineers and sales teams to close complex deals. The role focuses on cloud security, vulnerability management, deception, threat hunting, and AI-driven security solutions while building customer relationships and securing new enterprise logos.
Top Skills:
Ai/MlCloud SecurityDeceptionGenerative AiLlmsManaged Detection And ResponseSaseThreat HuntingUnified Vulnerability ManagementZero Trust Exchange
Cloud • Information Technology • Security • Software • Cybersecurity
Enterprise Account Executive responsible for building executive-level customer relationships, developing strategic account plans, aligning cloud security solutions with business goals, collaborating with internal teams, and driving new-logo sales. The role requires full-cycle software or security sales experience, enterprise and C-level selling expertise, strategic planning, channel partnership experience, and effective use of AI tools to improve sales productivity.
Top Skills:
Ai ToolsCloud SecurityGenerative AiLlmsSaseZero Trust Exchange
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
