Senior Analyst, Private Equity Operations

Wellington Management; Boston; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Commuter program

Employee assistance program

CFA reimbursement

Job summary

Wellington Management seeks a Senior Analyst, Private Equity Operations to oversee the private deal lifecycle—from approval through settlement and liquidity events—coordinating across Legal, Investors, Trading, Fund Services and back-office teams.

The role emphasizes process improvement, technology enablement (SQL/PowerBI/Tableau), vendor oversight, and ensuring accurate operational communications for private placements.

Qualifications

• 4-7 years supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments.
• Deep understanding of private equity concepts across asset classes including equity, real estate, evergreen, secondaries, fund of funds, and PIPEs.
• Experience with industry technology/platforms used in supporting private equity & real estate strategies.

Responsibilities

• Execute all components of the private equity deal lifecycle with focus on deal approval, pre/post execution, lifecycle events, IPOs and liquidity exits.
• Coordinate deal approval and lifecycle processes with private issuers and internal teams (Legal, Investors, Trading, Fund Services, Valuations, back-office).
• Analyze legal documentation related to private transactions to operationalize each deal (Stock Purchase Agreements, Credit Agreements, Subscription Agreements, etc).
• Track deal covenants, restrictions, and position changes for new and existing deals during security creation and lifecycle events.
• Coordinate activities during impactful events such as IPOs, restricted shares cleanup, SEC registrations, corporate actions, and distributions.
• Review and resolve discrepancies on reconciliation reports to keep the investment book in good order daily.
• Adapt and evolve processes, controls, workflows, and systems for new private funds and asset classes.
• Ensure stakeholders receive timely and accurate communications for operational events in private placements.
• Support data needs for performance and internal/LP reporting.

Skills

SQL

PowerBI

Tableau

Excel macros

PowerPoint

Analytical thinking

Communication skills

Problem solving

Tools

Dynamo

EDGAR

SEC.gov

IVP

Bellwether

Geneva

Job description

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, 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 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

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We 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:

no range available

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and 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)
• discretionary Corporate Bonus and/ or Incentives

We believe that employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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 [e-mail].