Private Investment Services Analyst
4 months ago
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 2024, 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 POSITION
The Private Investment Services Analyst 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 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 deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, 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 such as for performance and internal/LP reporting
- 4-7 years supporting the end-to-end lifecycle of private equity investments
- Prior experience reviewing private equity legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events
- Possess a working knowledge of private fund structures
- Have a good understanding of private investment concepts across a range of asset classes, including equity, credit, fund of fund, and PIPEs
- Experience with industry technology used in supporting private equity strategies a plus (Dynamo, EDGAR, SEC.gov, & Geneva)
- Strong technical skills such as SQL, PowerBI, Tableau, Excel macros
- 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 challenge the norm and propose new ideas and solutions
- Effective articulation with written and oral communication skills
- Proven ability to create compelling presentations using MS PowerPoint
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 GMWTalentOperations@wellington.com .
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 65,000 - 150,000
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)
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