Senior Private Investment Valuation Analyst

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

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

CFA reimbursement

Job summary

Wellington Management is seeking a Senior Private Investment Valuation Analyst to join our private markets valuation platform. The role focuses on independent fair value assessments for private equity investments, LP fund interests, evergreen vehicles, and other illiquid securities.

You will conduct fundamental analysis, govern valuation methodologies, oversee third-party providers, and support ASC 820 compliance across a growing private investment platform.

Qualifications

• 4–8 years of valuation experience in private markets.
• Deep understanding of ASC 820 fair value measurement principles and governance expectations.
• Experience reviewing and challenging third-party valuation reports.
• Experience supporting external audits, pricing committee presentations, and documentation.
• Proficiency with data tools: SQL, PowerBI, Tableau, Excel macros/LLMs.

Responsibilities

• Serve as primary valuation analyst for a portfolio of 50+ private investments.
• Lead oversight of third-party valuation providers and governance processes.
• Build valuation models based on fundamental research and company data.
• Review SPAs, LPAs, Charters, and M&A documents for valuation rights and terms.
• Develop and implement valuation policies and controls for private markets.

Skills

SQL

PowerBI

Tableau

Excel macros & LLMs

Communication skills

Analytical

Education

CFA or MBA preferred

Tools

FactSet

CapIQ

Bloomberg

Markit

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

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.

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 think outside the box
• Excellent verbal and written communication skills
• Designation or demonstrated progress toward CFA or MBA strongly preferred
• Experience with market data providers such as FactSet, CapIQ, Bloomberg, and Markit

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. 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. 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. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and 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.

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].