Senior Private Investment Services Analyst
Senior Private Investment Services Analyst
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Job Description
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
THE COMPANY
Tracing our roots to 1928 Wellington Management Company LLP is one of the worlds largest independent investment management firms. With over US$1 trillion in assets under management as of 30 June 2024 we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary independent research and span the global capital markets including equity fixed income multiasset and alternative strategies. As a private partnership whose sole business is investment management our longterm views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce and to fostering an open collaborative and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer we welcome people with diverse life experiences fresh ideas and specialized subjectmatter expertise
OVERVIEW
The Private Investment Services Analyst will be responsible for the and management of all operational related activities within the private deal approval process deal /settlement and lifecycle management (IPO restriction tracking corporate actions & liquidity events). They will play an integral role in the coordination amongst functional groups when material events occur and oversight of private placement vendors and other outsourced functions. Additionally the Analyst will direct the enhancement of existing processes oversee the implementation and enhancement of supporting technology and maintain relationships with external vendors
RESPONSIBILITIES
Primary responsibilities:
- Execute all components of the private deal lifecycle with a primary focus on deal approval and pre/post process lifecycle events IPO and liquidity exits and corporate actions
- Coordinate all aspects of the deal approval & lifecycle management processes directly with private Issuers as well as internal teams in particular: internal and external Legal Counsel Investors Trading Fund Services & Business Valuations and backoffice teams
- Analyze legal documentation related to private transactions to operationalize each deal in which we invest such as: Stock Purchase Agreements Credit Agreements Subscription Agreements Merger Agreements etc.
- Track deal covenants restrictions and position changes for new and existing deals especially during security creation and lifecycle events
- Coordinate activities when an impactful event has been identified such as IPOs cleaning of restricted shares SEC registration corporate actions and distributions
- Review and resolve discrepancies on reconciliation reports cash/position/security master to ensure the investment book of record is in good order daily
- Adapt and evolve processes controls workflows and systems to support new private funds and new asset classes.
- Ensure stakeholders receive consistent timely and accurate communication for operational events associated with private placements
- Support data needs for all functional teams involved in the private process in particular for performance and internal/LP reporting
QUALIFICATIONS
The successful candidate for this position would likely have the following:
- 68 years supporting the endtoend lifecycle of private equity investments including experience reviewing private equity legal documents restriction tracking corporate actions trade /settlement and other lifecycle events with a working knowledge of private fund structures
- Have a deep understanding of private investment concepts across a range of asset classes including equity credit real estate evergreen fund of fund and PIPEs
- Experience with industry technology used in supporting private equity strategies a plus (Dynamo EDGAR SEC & Geneva)
- Strong technical skills such as SQL PowerBI Tableau Excel macros
- Intellectual curiosity with strong analytical and problemsolving skills
- Excellent organization attention to detail and time management skills with ability to prioritize work and function with minimal guidance
- Ability to think critically to challenge the norm and propose new ideas and solutions
- Effective articulation with written and oral communication skills including the ability to create compelling presentations using MS PowerPoint
JOB TITLE
Senior Private Investment Services AnalystJOB FAMILY
InvesTechLOCATION
280 CongressNot 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 considers all qualified applicants will receive 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:
USDThis range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of 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 backup childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time).
Required Experience:
Senior IC
Employment Type
Full-Time
