About Us

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 60 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.

About the Role

As part of the continued growth of our private investment capabilities we are seeking to add an Investment Director to join our team and be an integral part of our expansion into private credit. Wellington has been investing in private markets since 2003 and the Firm launched its first dedicated private equity fund in 2014. Today we manage approximately $8 billion in assets across private equity funds and coinvestment program launched in 2017. The Private Investment team is responsible for overseeing fund governance product development marketing operations and servicing investors as well as driving growth in our privates business.

The Private Credit Investment Director is responsible for the build and oversight of certain Wellingtonmanaged vehicles that pursue private investment strategies and will lead business investor relations and marketing strategy and act as investment representative for the firms private credit business in in the US and other locations as needed and in addition will help to ensure the integrity of our investment and risk management processes. This role requires highly developed skills in marketing strategy communication portfolio analysis and a solid foundation in investments. The successful candidate will be a flexible problem solver with a cando attitude who is willing and able to take ownership of issues. He/she will work closely with members of the Focused Initiatives IR team and other colleagues within our Client Group Private Credit Investment and Deal Teams and other functional areas across the firm. This position could be based in Boston or New York City.

This role requires strong analytical skills including a deep understanding of global financial and private markets investment risk analysis techniques and the ability to thrive in a fastpaced detailoriented environment. There will be considerable contact with clients prospects and colleagues within Wellington Management globally; in particular Private Investment Deal Teams the Client Group Fund Services Legal Services and Tax Services.

RESPONSIBILITES
The Private Credit Investment Directors primary responsibilities will include the following:
Acting as an effective investment representative of the private investment teams and portfolios with clients prospects and consultants
Working directly with private credit teams to support enhance and articulate the investment process and portfolios
Supporting the growth and retention in client assets
Provide regular investment risk oversight for a set of private credit funds
Assuming responsibility for internal issues associated with the management of the private credit business (e.g. operational complexity investment capacity investment guidelines)
Assisting in the development of marketing strategy and business planning. leading research and analysis on new business opportunities
Communicating the firms Private Investments strategy and capabilities to both internal and external audiences
Creating innovative and insightful presentation content for current and prospective investors to be shared with clients senior management Investment Directors and others within Wellington Management (e.g. thought pieces Annual Meeting materials marketing collateral investor letters) .
Familiar with negotiating legal documentations such as LPA and other Governing documents. Able to extract key economics compile and document a thorough Summary with limited guidance
Strategizing with and supporting Business Developers in sales and relationship management activities including fundraising and responding to ongoing investor requests
Participate in meetings with clients prospects and consultants to communicate our investment philosophy strategy portfolio companies and performance. Significant travel should be expected
Collaborate with product development investment and client teams to identify and develop new and innovative private investment strategies.
Mentor and contribute to the development of earlier career product management talent

QUALIFICATIONS
The successful candidate for this position will have strong academic credentials client relationship skills demonstrated analytical and writing skills effective communication skills a high level of attention to detail and is likely to have at least 1215 years of experience in a related position. An understanding of asset management private markets (specifically private credit growth lending investment grade credit) will also be important. Ideally we are looking for someone who has built and understands fund vehicles. Prior experience in a related position advanced academic work (MBA MS etc. and/or CFA are preferred.

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 ensures that all qualified applicants will receive equal 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: