The Position

We are seeking aProduct LaunchAnalystfor theCapital Formation team withinthe ClientPlatform. Wellington has been investing in private markets for decades and launched its first dedicated private capital fund in 2014. Today the Private Investment Platform currently manages over$10billionin committed capital across a broad range of private equity and private credit strategiesfromlate-stage growthtoearly-stage venture commercial real estate debt growth lending and investment grade private credit and is one of the fastest growing investment groups within Wellington.The Capital Formation team supports our fundraising and product development efforts with ownership of the client and product life cycle management.We are looking for a highly organizedindividualto join our dynamic Capital Formation team. We are seeking a Product Launch Analyst to project manage the launch and lifecycle management of investment vehicles across Private Equity and Private Credit including commingled funds separate accounts and co-investmentSPVs. This role willpartnerclosely with Investment Teams Legal Compliance Operations Finance and Distribution to ensuretimely scalable and compliant product launches.

This role is ideal for a candidate with strong project management experience and a passion for driving operational excellence across fundraising and fund lifecycle initiatives. You will play a key role in coordinating multi-year business planning managingproductlaunch timelines and standardizing reporting processes to ensure seamless execution.Additionallyyou will oversee the daily fund operations and ongoing governance for private credit and evergreen funds.This role is ideal for someone who thrives in a fast-paced detail-oriented environment and enjoys being at the intersection of strategyclientoperations and execution.This position offers an exciting and high-profile opportunity to support and contribute to the growth of our platform and firm.

Essential Skills

The following essential skills arefor the role:

• Project managementand executionThe ideal candidate will partner with theCapital Formation teamtodevelopand manageproductlaunch timelines and fundraising calendars.Experience inoverseeing multiple concurrent projects and ensuring smooth executionwhiledriving fast-paced initiatives and collaborating across multiplefunctionalgroups and platforms is key to success in this role.

• AnalyticalskillsThe ideal candidate willutilizedata in asuccinctwayto enable theCapital Formation teamto bettersupport multi-year strategic initiatives and align project goals with broader organizationalobjectives.In addition thecandidatewillexhibitstrong attention to detailand will have experience standardizing reporting processes and tracking key performance indicators.

• Superior collaboration and influencing skills The successful candidate will enjoycontributing to a highly collaborativeteam.TheProduct Launch Analystwill build strong trusting relationships internally with colleaguesacrossthefirm.The ability toclearlycommunicate (both verbally and in writing)integratenumerousviewpointsand mobilize/influence across all levels of the organizationis critical.

• Growth mindsetThe idealcandidatewill beflexibleand open to continue learningevolvingand growing as abusiness strategist.The ideal candidatewill have a global perspective and creative approach for thinking about innovation and the evolution ofthe teamwithin the broader asset management industry.

• Private Credit and/or Evergreen experience General experience in fund structuring oversight management and fund operations of private credit and evergreen products. Familiarity with regulatory frameworks and compliance requirements for private credit and evergreen funds.

Responsibilities

Areas of responsibility will include but are not limited to:

Investment Vehicle Launch Execution

• Own end-to-end execution of Private Equity and Private Credit investment vehicle launches including commingled fundsSMAs co-investmentSPVs and evergreen structures from concept through post-launch stabilization

• Projectmanagefund structuring legal and regulatory documentation operational setup andinvestoronboarding in partnership with Investment Legal Compliance Operations Finance and Distribution teams

• Serve as the central coordinator across investment and non-investment functions to ensuretimely scalable and compliant launches

Process Excellence & Reporting

• Develop andmaintainlaunch plans timelines risk trackers and centralized lifecycle playbooks

• Communicate progress risks and dependencies to senior stakeholders

• Drive post-launch process improvement standardization and best practices as the platform scales

• Contribute to KPI tracking forecasting budgeting and management reporting

Fund Lifecycle & Platform Management

• Oversee ongoing lifecycle management for Private Credit and Evergreen platforms including capital calls distributions investor reporting cash-flow monitoring and liquidity management

• Supportstructuringnew vehicles including analysis of domiciles legal wrappers and offering terms

• Contribute to the development of scalable and compliant evergreen fund models

Fundraising & Capital Formation Support

• Lead workflows supporting fundraising activities and lifecycle milestones integrating operational readiness into fundraising timelines

• Partner with Capital Formation leadership and Private Investments management on strategic initiatives

• Support customization of investment vehicles(e.g.SMAsand strategic partners)

Qualifications

• 58 years of relevant experience in private markets ideally in fund launches investment operations product management strategy or management consulting within asset management.

• Strong familiarity with Private Equity and/or Private Credit vehicles includingcommingledfundsSMAs co-investmentSPVs and evergreen structures.

• Demonstrated ability to lead complex cross-functional initiatives and manage multiple concurrent workstreams with senior stakeholders.

• Superior organizational and project management skills with aresults-oriented mindset and the ability to prioritize effectively in fast-paced environments.

• Highly detail-oriented with a proactive approach to problem-solving risk identification and process optimization.

• Strong analytical capabilities includingproficiencyin Excel and PowerPoint; experience with data analysis and BI/reporting tools preferred.

• Excellent written and verbal communication skills including business writing and stakeholder communications.

• Experience working with external service providers (e.g. legal counsel fund administrators custodians) preferred.

• Bachelors degree in Business Finance or a related field; advanced degree or professional certification (e.g.PMP) a plus.

Ideal Backgrounds

• Investment operationsproduct or platform roles ata privateequity private credit or alternative asset manager.

• Management consulting with a focus on financial services or asset management.

• Fund formation product or operational roles at a law firm or fund administrator.

• Strategy or platform roles supporting growth initiatives at private markets firms.

LOCATION

ThePIProduct LaunchAnalystCapitalFormationwill be basedinour Bostonoffice.