Senior Analyst, Private Equity Operations

CFA Institute; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Wellington Management in New York seeks a Senior Analyst for Private Equity Operations to manage deal approval, execution, and lifecycle activities. You will coordinate with Legal, Investors, Trading, and back-office teams, translating legal documents into actionable operations.

Role requires strong analytical skills, attention to detail, and the ability to enhance processes and technology across private equity, real estate, and related asset classes.

Qualifications

• 4–7 years supporting end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments.
• Experience reviewing private investment legal documents and transaction lifecycle events.
• Technical skills to improve processes (SQL, PowerBI, Tableau, Excel macros & AI).
• Strong analytical, problem-solving and communication abilities.

Responsibilities

• Execute components of the private equity deal lifecycle focused on deal approval and lifecycle events.
• Coordinate with internal/external teams and private issuers on lifecycle processes.
• Analyze legal documents to operationalize deals and track covenants/restrictions.
• Oversee reconciliations and ensure accurate investment records daily.
• Develop processes and systems to support new funds and asset classes.

Skills

Private equity

Real estate

Analytical thinking

Communication

Organization

Problem-solving

PowerPoint

SQL

PowerBI

Tableau

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

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: no range available.

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.