Senior Private Equity Operations Lead (Hybrid)

Wellington Management Co; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Retirement plan

Health & wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Employee assistance program

Life and disability insurance

Adoption assistance

Backup childcare

CFA reimbursement

Paid time off

Job summary

Wellington Management in Boston, MA, seeks a Senior Analyst, Private Equity Operations, to oversee execution and management of all operational activities within the private deal lifecycle, from deal approval to liquidity events. You will coordinate with internal teams and private issuers, oversee private placement vendors, and drive process improvements and system enhancements.

The role requires 4–7 years in private equity operations, strong technical skills (SQL, PowerBI, Tableau), and the

Qualifications

• 4–7 years supporting the private equity lifecycle (real estate, evergreen, secondaries), including reviewing private investment docs, restriction tracking, corporate actions, and settlements.
• Have a deep understanding of private equity concepts across asset classes including equity, real estate, evergreen, secondaries, fund of funds, 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 with ability to prioritize work 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.

Responsibilities

• Execute all components of the private equity deal lifecycle, focusing on deal approval, pre/post execution, lifecycle events, IPO and liquidity exits, and corporate actions.
• Coordinate deal approval and lifecycle management with private issuers and internal teams (Legal, Investors, Trading, Fund Services, Valuations, back office).
• Analyze private transaction legal documents (e.g., stock purchase, credit, subscription, merger agreements) to operationalize each deal.
• Track deal covenants, restrictions, and position changes for new and existing deals.
• Coordinate activities when impactful events such as IPOs, restricted share cleanups, SEC registrations, and distributions occur.
• Review and resolve discrepancies on cash/position/security reconciliations to ensure the investment book of record.
• Adapt and evolve processes, controls, workflows, and systems to support new private funds and asset classes.
• Ensure stakeholders receive consistent, timely, and accurate communication for operational events in private placements.
• Support data needs for functional teams involved in the private process, especially for performance and internal/LP reporting.

Skills

SQL

PowerBI

Tableau

Excel macros

AI

Tools

Dynamo

EDGAR

SEC.gov

IVP

Bellwether

Geneva

Job description

Wellington Management in Boston, MA, seeks a Senior Analyst, Private Equity Operations, to oversee execution and management of all operational activities within the private deal lifecycle, from deal approval to liquidity events. You will coordinate with internal teams and private issuers, oversee private placement vendors, and drive process improvements and system enhancements.

The role requires 4–7 years in private equity operations, strong technical skills (SQL, PowerBI, Tableau), and the