Senior Analyst, Private Equity Operations

Wellington Management Company; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Retirement plans

Health and wellbeing benefits

Tuition reimbursement

Paid time off

Job summary

Wellington Management Company in Boston is seeking a Senior Analyst for Private Equity Operations to manage the lifecycle of private equity deals. This role involves coordinating with various internal teams during deal approval, execution, and corporate actions.

The ideal candidate will have 4-7 years of experience, strong analytical skills, and proficiency in tools like SQL and PowerBI. The position offers a comprehensive benefits package and a flexible work environment with both on-site and remote options.

Qualifications

• Experience in the end-to-end lifecycle of private equity and real estate investments.
• Proficient in reviewing investment legal documents and managing lifecycle events.
• Strong technical skills to improve operational processes.

Responsibilities

• Manage the private equity deal lifecycle including approvals and execution.
• Coordinate with various teams for successful deal execution.
• Analyze legal documentation to support operational processes.

Skills

Private equity lifecycle management

Legal documentation analysis

SQL

PowerBI

Tableau

Excel macros

Analytical skills

Communication skills

Education

4-7 years in private equity investments

Tools

Dynamo

EDGAR

SEC.gov

IVP

Bellwether

Geneva

Job description

About the Role

The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational activities within the private deal approval process, deal execution/settlement, and lifecycle management including IPOs, restriction tracking, corporate actions, and liquidity events. The role coordinates among functional groups during material events, oversees private placement vendors, and directs process enhancements and technology implementation while maintaining vendor relationships.

Responsibilities

• Execute all components of the private equity deal lifecycle with a primary focus on deal approval and pre/post execution processes, lifecycle events, IPO and liquidity exits, and corporate actions.
• Coordinate all aspects of the deal approval and lifecycle management processes directly with private issuers and internal teams, including Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back‑office teams.
• Analyze legal documentation related to private transactions to operationalize each deal, such as Stock Purchase Agreements, Credit Agreements, Subscription Agreements, and Merger Agreements.
• Track deal covenants, restrictions, and position changes for new and existing deals, especially during security creation and lifecycle events.
• Coordinate activities when impactful events are 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 accurate daily.
• Adapt and evolve processes, controls, workflows, and systems to support new private funds and 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, particularly 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.
• Deep understanding of private equity investment concepts across equity, real estate, evergreen, secondaries, fund of funds, and PIPEs.
• Experience with industry technology and platforms such as Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva.
• Strong technical skills to improve operational processes, including SQL, PowerBI, Tableau, Excel macros, and 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.
• Critical thinking ability 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.

Compensation

Base salary range: no range available. The base salary is one component of Wellington’s total compensation approach, which may include a discretionary corporate bonus and/or incentives, if eligible.

Benefits

We offer a comprehensive and high‑value benefit package that includes retirement plans, health and wellbeing, dental, vision, pharmacy coverage, health savings accounts, flexible spending accounts, commuter programs, employee assistance, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Our flexible work environment enables employees to work from our offices four days a week with the option to work remotely one day a week.

Equal Opportunity Employer

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, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.