Senior Private Equity Operations Lead

wellington; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Wellington Management in Boston seeks a Senior Analyst, Private Equity Operations to execute and manage operational activities across the private investment lifecycle, including deal approval, execution, settlement, IPOs, restrictions, corporate actions and liquidity events.

The role coordinates with internal teams and external vendors, supports capital calls and distributions for private funds, validates activity, designs new processes, enhances workflows, and ensures accurate books and records.

Responsibilities

• Execute all components of the private deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, and corporate actions
• Coordinate activities with private Issuers and internal teams including Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams
• Analyze legal documents related to private transactions to operationalize each deal (e.g., Stock Purchase, Credit, Subscription, Merger Agreements)
• Track deal covenants, restrictions, and position changes for new and existing deals during security creation and lifecycle events
• Coordinate events when impactful occurrences are identified such as IPOs, restricted shares cleanup, SEC registration, corporate actions, and distributions
• Review and resolve discrepancies on reconciliation reports to ensure the investment book of record is accurate daily
• Manage the operational lifecycle of private fund of funds investments with controls to ensure data accuracy across Wellington and third-party systems
• Review GP reporting (capital statements, financials) and reconcile commitments, contributions, distributions, unfunded commitments, NAV, ownership, fees, and activity
• Investigate discrepancies with GPs, fund administrators, and internal teams; supervise third-party vendors and processes
• Adapt and evolve processes, controls, workflows, and systems to support new private funds and new asset classes
• Ensure stakeholders receive timely communication for operational events related to private placements
• Support data needs for performance and internal/LP reporting across functional teams

Job description

Wellington Management in Boston seeks a Senior Analyst, Private Equity Operations to execute and manage operational activities across the private investment lifecycle, including deal approval, execution, settlement, IPOs, restrictions, corporate actions and liquidity events.

The role coordinates with internal teams and external vendors, supports capital calls and distributions for private funds, validates activity, designs new processes, enhances workflows, and ensures accurate books and records.