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 long-term view that aligns our perspectives with those of our clients.

About the Role

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 $8.5 billion in assets across four private equity funds and it is the fastest growing investment group within Wellington. As part of the continued expansion of our alternatives capabilities we have a multi-year plan to build a platform of evergreen solutions across the risk spectrum to meet the objectives of our global client base. We are seeking to recruit an Investment Specialist to join our Private Investments Team which is responsible for helping build commercialize and oversight of certain Wellington-managed vehicles with a focus on evergreen and secondaries. The Private Investment team is responsible for overseeing fund governance product development marketing operations and servicing investors as well as driving growth in our private investing business.

The Privates Evergreen Investment Specialist position is a multi-faceted role supporting the business management investment oversight and client interface of private evergreen products. The person who fills this position will work on a wide range of business and investment-related activities including performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning performance and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions conduct market and competitor analysis evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients prospects and consultants to discuss our private evergreen strategies and platform. We are looking for candidates with an entrepreneurial spirit to contribute to building a new business line within our organization.

RESPONSIBILITIES

The Privates Evergreen Investment Specialists primary responsibilities will include the following:

• Collaborate with senior members of the Private Investment team to support the management and oversight of private evergreen products.
• Supporting sales and relationship management activities including fundraising marketing strategy fee strategy responding to ongoing investor requests assisting with preparation of Annual Meeting materials and quarterly investor letters.
• Provide regular investment risk oversight for a set of private evergreen products; prepare and review legal documents including portfolio characteristics guidelines RFPs and marketing materials to be shared externally with clients and prospects.
• Involvement in product development and product launch sequencing including market analysis competitor profiling investment team assessment client channel/geography demand trends economic terms and fund structuring.
• Creating innovative and insightful market content for current and prospective investors
• Participate in meetings with clients prospects and consultants to communicate our investment philosophy strategy portfolio companies and performance.

QUALIFICATIONS

The successful candidate for this position will have a strong intellectual curiosity working style versatility communication skills and demonstrated analytical and writing skills. While the Investment Specialist will work in a team-oriented environment many projects will be self-directed often under tight deadline. Other critical skills include the ability to display sound judgment manage multiple priorities organization/detail orientation and taking ownership for outcomes.

Further qualifications

• At least 5-7 years of experience in a related position including experience at an asset manager private equity secondary firm consultant or capital allocator
• Self starter with an entrepreneurial spirit to develop new products while operating with ambiguity
• Communication of complex credit topics including both verbal and written delivery
• Poise under pressure effective presentation skills and presence and maturity to effectively represent the private investment platform.
• Project management skills with an ability to work both independently and within a team
• Sound judgement and resourcefulness to develop strategic and solutions-oriented results
• An understanding of asset management with a preference for prior knowledge and/or experience in private equity private credit evergreen and secondary markets (venture growth knowledge and evergreen structure experience)
• Intellectual curiosity to learn and operate across a wide range of investment topics including contributing to forward-thinking content
• Flexible and professional working style to build and foster relationships skills with internal constituents across teams as well as building relationships with external clients and consultants
• Advanced academic work (MBA MS etc.) and/or CFA are preferred
• Willingness to travel

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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 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 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: