Senior Private Equity Operations Analyst

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

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 exit, 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

Equal Opportunity Employment

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].

Compensation and 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: no range available 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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.

Diversity and Inclusion

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/