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

The Senior Analyst Private Equity Operations will be responsible for the execution and management of all operational related activities within the private deal approval process deal execution/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 Operations Analyst will direct the enhancement of existing processes oversee the implementation and enhancement of supporting technology and maintain relationships with external vendors.

RESPONSIBILITIES

• Execute all components of the private equity deal lifecycle with a primary focus on deal approval and pre/post execution 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 back-office 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

• 4-7 years supporting the end-to-end lifecycle of private equity real estate evergreen and secondaries investments including experience reviewing private investment legal documents restriction tracking corporate actions trade execution/settlement and other lifecycle events with a working knowledge of private fund structures.
• Have a deep understanding of private equity investment concepts across a range of asset classes including equity real estate evergreen secondaries fund of fund and PIPEs
• Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo EDGAR IVP Bellwether and Geneva)
• Ability to leverage strong technical skills to improve operational processes such as SQL PowerBI Tableau Excel macros & AI.
• Intellectual curiosity with strong analytical and problem-solving 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

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 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: