Senior PE Operations & Lifecycle Specialist (Hybrid)

Wellington Management Company; Needham (MA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental insurance

Vision insurance

Pharmacy coverage

Health savings account

Flexible spending accounts

Employee assistance program

Life and disability insurance

Tuition reimbursement

Paid time off

Job summary

Wellington Management Company is seeking a Senior Analyst in Private Equity Operations responsible for managing the private deal approval process and lifecycle management. This role involves close coordination with various internal and external teams to effectively execute and manage transactions.

The ideal candidate will have substantial experience in private equity and operational processes. Key responsibilities include analyzing legal documents, coordinating lifecycle events, and enhancing

Qualifications

• 4-7 years supporting the lifecycle of private equity and real estate investments.
• Deep understanding of private equity investment concepts across asset classes.
• Experience reviewing private investment legal documents.

Responsibilities

• Execute all components of the private equity deal lifecycle.
• Coordinate deal approval with internal and external teams.
• Analyze legal documentation related to private transactions.

Skills

Private equity lifecycle

Legal documentation review

Operational processes improvement

Analytical skills

SQL

PowerBI

Tableau

Excel macros

Communication skills

Tools

Dynamo

EDGAR

SEC.gov

IVP

Bellwether

Geneva

Job description

Wellington Management Company is seeking a Senior Analyst in Private Equity Operations responsible for managing the private deal approval process and lifecycle management. This role involves close coordination with various internal and external teams to effectively execute and manage transactions.

The ideal candidate will have substantial experience in private equity and operational processes. Key responsibilities include analyzing legal documents, coordinating lifecycle events, and enhancing