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About the Role

The Private Investments – Investment Analyst position is a multi-faceted role supporting the business management, investment oversight, and client service needs of private investment products. This role requires strong analytical skills, knowledge of global financial and private markets, performance and portfolio analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment. Candidates with an entrepreneurial spirit are sought to contribute to building a new business line focused on the firm’s private equity strategies.

Responsibilities

Support Investment Directors and Specialists across product management, business and investment-related responsibilities
Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and oversight of the Private Equity products (performance/IRR, risk, and portfolio analysis, etc.)
Prepare and review fund documents, content, and marketing materials, including RFPs, to be shared externally with clients and prospects
Assist in the development and integration of technology initiatives
Supporting the Investment Directors and Specialists, and Business Developers in sales and relationship management activities, including fundraising, investor due diligence requests, ongoing investor requests, and the development of new investment strategies
Over time, participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance

Requirements

Interest in markets, passion for learning, and a willingness to own one’s own development
Positive, collegial attitude and high level of professionalism
Creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines
Analytical skills and ability to organize and interpret investment data to reach conclusions
Effective verbal and written communication skills
Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
Attention to detail combined with a solutions-oriented mindset
Ability to write clearly and succinctly in a variety of communication settings
Articulate with an interest in developing presentation skills
Ability to work both independently and in collaboration with a global team
Creativity, thoroughness, and ability to prioritize

Skills

Global financial and private markets knowledge
Performance and portfolio analysis techniques
MS Excel mastery
Data organization and synthesis

Location

Remote

Work Type

Hybrid

Experience Level

2-5 years of relevant experience

Education Level

University degree with very strong academic credentials
Progress towards the CFA or CAIA are preferred

Salary/Compensations

USD 80,000 - 150,000

Benefits

Retirement plan
Health and wellbeing
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

About the Company

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.

Equal Opportunity

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 GMWTalentOperations@wellington.com.