Legal Associate

Wellington Management Company; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental, vision, and pharmacy coverage

Health savings account

Flexible spending accounts and commute

Life and disability insurance

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management Company, LLP is seeking a Legal Associate in Boston to join the Private Investments Legal Team. You will work with global colleagues to support private markets, funds, and deal processes, tracking legal attributes and refining workflows.

The role requires a Bachelor's degree and 2-5 years of asset management experience, with a focus on private equity or private credit. The firm emphasizes inclusivity, a collaborative culture, and a flexible hybrid work arrangement.

Qualifications

• Bachelor's degree in political science, legal studies, business administration, or related field of study.
• 2-5 years prior experience at an asset manager with knowledge of global capital markets, private investing or private funds.
• Intellectually curious with strong problem-solving skills.
• Excellent interpersonal skills and ability to work independently and as part of a team.
• Self-start, creativity, and initiative to improve scalable workflows and knowledge management.
• Highly organized and detail-oriented to manage fast-paced workflows and competing priorities.
• Flexibility to adapt to evolving team needs and willingness to learn new skills and systems.
• Strong comfort with data and systems; proficiency in Excel, Tableau and similar macros.

Responsibilities

• Develop expertise in fund and deal lifecycles and support portfolio investments.
• Track and input legal attributes of private equity and private credit deals.
• Lead or contribute to team processes, workflows and deal/fund pipeline tools.
• Synthesize and organize information; create reference tools and maintain records.
• Support playbooks and negotiate or oversee external providers for confidentiality agreements and related docs.

Skills

Intellectually curious

Problem solving

Interpersonal skills

Independent work

Teamwork

Self-start

Attention to detail

Excel

Tableau

Education

Bachelor's degree in political science

Bachelor's degree in legal studies

Bachelor's degree in business administration

Tools

Excel

Tableau

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 Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1Trillion in assets under management, we serve as a trusted adviser to institutional and wealth clients in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is asset management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Position

As a member of the Private Investments Legal Team, the Legal Associate will work closely with a global team of other Legal Associates and Counsel to support our firm’s growing private's business. We are looking for someone who is inquisitive and motivated to learn about private markets and the funds industry.

Responsibilities

• Develop expertise in fund and deal lifecycles, and collaborate with business, investment, and operational colleagues to support various aspects of portfolio investments
• Contribute to deal process by tracking and inputting legal attributes of various private equity and private credit deals
• Lead or contribute to the evolving design and execution of team processes, workflows and deal/fund pipeline management tools
• Synthesize and organize information, create team reference tools, and assist with enhancing and maintaining team recordkeeping practices
• Contribute to support developing and maintaining playbooks and negotiating, or overseeing external providers assisting with negotiations, of confidentiality agreements and other routine agreements related to private investment transactions and fund formation process

Qualifications

• Bachelor's degree in political science, legal studies, business administration, or related field of study
• 2-5 years prior experience working at an asset manager and a working knowledge of global capital markets, private investing, and / or private funds
• Intellectually curious with strong problem-solving skills
• Excellent interpersonal skills and an ability to work both independently and as a member of a team
• Ability to self-start, think creatively and initiate projects that lead to improved scalable workflows and knowledge management for a growing team and business line
• Highly organized and detail-oriented with the ability to manage fast-paced workflows and competing priorities in a sometimes high pressure environment
• Flexibility to adapt to the evolving needs of the team and a desire to develop new skills, assume additional responsibilities, and step out of your comfort zone
• Overall comfort with data and systems with proficiency in Excel, Tableau and similar macros and the ability to learn various internal and external systems and databases that support the Legal and Enterprise Risk Group

Not sure you meet 100% of our qualifications? That's ok.

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 [e-mail].

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: USD 80,000 - 150,000 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.

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our 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.

For more information, please visit https://www.wellington.com/en/