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About the Role
The Senior Analyst, Private Equity Operations, will execute and manage operational activities within the private deal approval process, deal execution/settlement, and lifecycle management. This role involves coordinating functional groups during material events, overseeing private placement vendors, and enhancing processes and technology.
Responsibilities
- Execute all components of the private equity deal lifecycle, focusing on deal approval, pre/post execution, lifecycle events, IPO/liquidity exits, and corporate actions.
- Coordinate deal approval and lifecycle management processes with private Issuers, internal teams, Legal Counsel, Investors, Trading, Fund Services, Business, Valuations, and back-office teams.
- Analyze legal documentation for private transactions to operationalize each investment.
- Track deal covenants, restrictions, and position changes during security creation and lifecycle events.
- Coordinate activities for impactful events such as IPOs, cleaning of restricted shares, SEC registration, corporate actions, and distributions.
- Review and resolve discrepancies on reconciliation reports to ensure the investment book of record is accurate daily.
- Adapt and evolve processes, controls, workflows, and systems to support new private funds and asset classes.
- Ensure stakeholders receive timely and accurate communication for operational events associated with private placements.
- Support data needs for all functional teams involved in the private process, particularly for performance and internal/LP reporting.
Requirements
- 4-7 years supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments.
- Experience reviewing private investment legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events.
- Working knowledge of private fund structures.
- Deep understanding of private equity investment concepts across various asset classes.
- Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo, EDGAR, SEC.gov, 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 the 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.
Skills
- SQL
- PowerBI
- Tableau
- Excel macros
- AI
- MS PowerPoint
Location
- 280 Congress
Work Type
- Hybrid
Experience Level
- Senior
Benefits
- Retirement plan
- Health and wellbeing
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life insurance
- Disability insurance
- Adoption assistance
- Back-up childcare
- Tuition reimbursement
- CFA reimbursement
- Paid time off
- Paid holidays
- Sick time
- Vacation time
- Leave of absence
- Volunteer time
About the Company
- Wellington Management offers comprehensive investment management capabilities across global capital markets.
- Our investment solutions are tailored to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
- As a private partnership, our ownership structure fosters a long-term view aligned with client interests.
Equal Opportunity
- 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 GMWTalentOperations@wellington.com.