Senior Private Credit Operations Analyst

Wellington Management; Boston (MA); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Retirement plan

Health benefits

Dental and vision

Health savings account

Commuter program

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management seeks a Senior Analyst to execute and support all operational activities in private credit and real estate deal execution and lifecycle management. You will collaborate with investment valuation, fund services, legal, tax, and IT to integrate data into a new private credit operating model.

The role emphasizes developing robust processes, controls, and data oversight while supporting regulatory compliance and timely asset servicing across multiple strategies.

Qualifications

• 4–7 years of end‑to‑end lifecycle support for private credit and real estate investments.
• Experience reviewing private loan documents for key terms and data points.
• Knowledge of fund concepts across investment grade private placements and real estate lending.
• Strong technical skills: SQL, PowerBI, Tableau, Excel macros and AI.

Responsibilities

• Support loan administration for multiple private credit and real estate strategies.
• Assist portfolio management and legal teams with deal closings and coordination.
• Oversee daily operations at external service providers for asset servicing.
• Analyze credit/note purchase agreements to identify operational data needs.
• Monitor investment guidelines and pre/post-trade compliance.
• Resolve reconciliation discrepancies daily to maintain accurate records.
• Collaborate with investment teams to update security ratings and documents.
• Help document processes, controls, and governance across portfolios.
• Produce ad hoc and standard data reports for stakeholders.
• Participate in vendor evaluations and technology implementations.

Skills

SQL

PowerBI

Tableau

Excel macros

AI

Analytical skills

Attention to detail

Presentation skills

PowerPoint

Tools

IVP

SentryPM

Allvue

IHS Markit‑WSO/ClearPar

CBRE

Citus

Midland

KeyBanc for Real Estate

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 Company

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 30 June 2025, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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.

Overview

The Senior Analyst, Private Credit Operations will be responsible for executing and supporting all operational activities within the private credit and real estate deal execution/settlement process, and lifecycle management (coupon/principal/fee payments), along with other corporate actions. This role will present the opportunity to work with multiple teams across the firm, including private investment valuation and operations, investment product and fund services, legal & compliance, tax, and information technology to develop and integrate private credit and real estate data & workflows into the newly designed private credit operating model. Additionally, the Senior Analyst will assist in the development and enhancement of core operational processes and controls. We are looking for someone with experience supporting private credit and real estate strategies across a broad range of operational functions who is also inquisitive, eager, and motivated to learn about new strategies emerging within the private credit and real estate industry.

Responsibilities

• Support all aspects of loan administration as a member of a dedicated operations team supporting several private credit and real estate strategies, including investment grade private placements, growth lending, commercial real estate debt, and specialty finance.
• Assist portfolio management and legal teams with deal closing activities and the coordination of transaction activity across portfolio management, fund administrators, agents, and loan administration service providers.
• Oversight of daily operations activities at external service providers to ensure timely and accurate asset servicing on internal and third‑party platforms. This will include the setup of new issuer/deal records, credit facilities/securities, new trade/issuance booking, guideline monitoring, lifecycle activity, corporate actions, collateral & covenant monitoring, periodic reconciliations, and final disposition of all portfolio holdings.
• Analyze complex credit/note purchase agreements and identify critical attributes necessary to operationalize each deal we invest in.
• Understand investment guidelines across multiple client relationships and act as first line of defense for pre‑ and post‑trade compliance monitoring.
• Review and resolve discrepancies on reconciliation reports - cash/position/security master – to ensure the investment book of record is in good order daily.
• Work with the investment team to update periodic security ratings, and track and upload financial statements into the vendor system.
• Participate in developing, refining, and documenting processes, procedures, guidelines, and controls that will govern all portfolio activity across private credit and real estate strategies.
• Assist with maintenance of data oversight of internal and external asset record keeping. Support the provision of ad‑hoc and standard reports by slicing data and presenting several outcomes for internal stakeholders and clients.
• Participate in cross‑functional projects including third‑party service provider and technology vendor evaluation, technology implementation.
• Stay abreast of regulatory requirements and industry best practices (LSTA) for loan, credit, and debt securities.

Qualifications

The successful candidate for this position would likely have the following:

• 4-7 years supporting the end‑to‑end lifecycle of private credit and real estate investments, including experience reviewing private loan documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances; settlements for private investments--including US and international money movement and physical certificate registration.
• A good understanding of private credit and real estate fund concepts across a range of strategies, including investment grade private placements, direct & venture lending, commercial real estate lending, and specialty lending.
• Experience with industry technology used in supporting private credit and real estate strategies (IVP [Indus Valley Partners], Sentry‑PM, Allvue, IHS Markit‑WSO/ClearPar; CBRE, Citus, Midland, KeyBanc for Real Estate), & 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.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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].

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:

USD 90,000 - 180,000

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.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• 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)

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.