Senior Private Investment Valuation Analyst

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

Job summary

Wellington Management Co in Boston is seeking a Senior Private Investment Valuation Analyst to join our private markets valuation platform. You will provide independent fair value assessments across private equity investments, LP fund interests, evergreen vehicles, and other illiquid securities, leveraging ASC 820 principles and governance standards.

The role requires strong financial analysis, valuation modeling, and cross-functional collaboration with auditors, fund services, and external

Qualifications

• 4–8 years of private markets valuation experience, including illiquid investments.
• Deep understanding of ASC 820 fair value measurement principles and governance.
• Experience reviewing/challenging third-party valuation reports and supporting audits.
• Strong technical and data skills to improve valuation and operational processes.
• Excellent interpersonal, presentation, and communication abilities.
• Flexible, self-directed, and able to work in team environments.

Responsibilities

• Serve as primary valuation analyst for a portfolio of 50+ private investments.
• Lead oversight of third-party valuation providers and related governance.
• Build comprehensive valuation models from fundamental research and financials.
• Review SPAs, LPAs, Charters, and M&A filings for rights and terms valuation.
• Prepare and present fair value recommendations to Pricing Committee and auditors.
• Stay current on SEC and regulatory fair value requirements.
• Support valuation processes for new evergreen funds and LP interests.

Skills

ASC 820 expertise

Financial analysis

Valuation modeling

Portfolio valuation

Data skills

Interpersonal communication

Problem solving

Education

CFA charter or MBA preferred

Tools

SQL

PowerBI

Tableau

Excel macros

LLMs

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 2026, 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 Private Investment Valuation Analyst will play a critical role in Wellington's private markets valuation platform, providing independent fair value assessments across private equity investments, LP fund interests, evergreen vehicles, and other illiquid securities. The role combines fundamental investment analysis, valuation governance, third-party provider oversight, ASC 820 expertise, and cross-functional collaboration to support robust and scalable valuation processes across a rapidly growing private investment platform. The successful candidate will bring extensive experience evaluating private equity and late-stage growth investments, supported by a strong foundation in financial analysis, valuation theory, and ASC 820 fair value measurement principles. They will exhibit sound judgment, intellectual curiosity, and exceptional attention to detail, while thriving in both independent and team-oriented environments. Progress toward, or completion of, a CFA charter or MBA is strongly preferred.

Responsibilities

• Serve as the primary valuation analyst for a portfolio of 50+ private investments across late-stage growth companies, pre-IPO issuers, and LP fund interests
• Serve as a subject matter expert on ASC 820 fair value requirements and related industry guidance, ensuring valuation methodologies, assumptions, and governance practices are applied consistently across private investments
• Perform independent valuation services across all private equity investments
• Lead oversight of third-party valuation providers, including review of valuation methodologies, assumptions, market data, calibration practices, and quality control processes
• Challenge and independently assess third-party conclusions, documenting areas of agreement, differences, and rationale supporting Wellington's fair value recommendations
• Build comprehensive valuation models based on fundamental research, company financials, quarterly board presentations, management calls, etc., to corroborate third-party provider recommendations and/or formulate Wellington’s own independent valuation recommendations
• Review various legal documents (SPAs, LPAs, Charters, M&A filings) to ensure rights, terms, and preferences of securities are reasonably and adequately valued
• Conduct market research and analyze industry trends
• Support recommendations throughout audit cycles
• Opportunity to design, implement, and enhance valuation policies, methodologies, and controls for new and existing private market funds, including a Venture Evergreen Fund and LP fund interests
• Support valuation processes for a new evergreen fund, including monthly and quarterly valuation cycles
• Perform valuations of private fund interests utilizing NAV analysis, roll-forward methodologies, GP reporting reviews, secondary market data, and other relevant market inputs
• Evaluate the appropriateness of NAV as a practical expedient and assess circumstances requiring adjustments under applicable accounting guidance
• Strong focus on automation initiatives to allow scale and efficiency across the Private Equity and LP Fund interest platform
• Develop relationships with Wellington investors, outsourced providers, and management teams at portfolio companies
• Formulate new as well as update existing fair value recommendations, which may require both creative and in-depth analysis and valuation methodologies
• Prepare, review, and present fair value recommendations, fair value policies, and company updates to various stakeholders across Wellington, including the Pricing Committee, auditors, and fund services group
• Stay abreast of SEC and regulatory fair value requirements

Qualifications

• 4-8 years of applicable valuation experience, including private company valuations, equity analysis, and fair value assessments of private equity, late-stage growth, and other illiquid investments
• Deep understanding of ASC 820 fair value measurement principles, including calibration, market participant assumptions, valuation techniques, and governance expectations
• Experience reviewing and challenging third-party valuation reports and recommendations
• Experience supporting external audits, pricing committee presentations, and documentation supporting fair value conclusions
• Ability to leverage strong technical and data skills, such as SQL, PowerBI, Tableau, Excel macros & LLMs, to improve valuation/operational processes
• Strong interpersonal, presentation, and communication skills
• Exhibits a proactive approach to problem identification and resolution
• Highly analytical with strong attention to detail and time management skills
• Demonstrated ability to be flexible, self-directed, and