Private Markets Strategist
17 hours ago
A highly experienced Investment Director is sought to join the Private Relations and Capital Formation team at Wellington Management. This role involves overseeing fundraising, client management, product development, marketing, and operations while driving growth in our private business. The successful candidate will have strong analytical skills and experience in private investments, with a focus on sustainable and climate investing.
The base salary for this position is estimated at USD 135,000 - 200,000, with additional rewards including a discretionary Corporate Bonus and/or Incentives if eligible. Our comprehensive benefits package includes retirement plan, health and wellbeing coverage, dental, vision, and pharmacy benefits, as well as flexible spending accounts, 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).
Key Responsibilities:
* Represent the Private Climate Investing team and portfolios with clients, prospects, and consultants
* Work directly with private equity teams to support and articulate the investment process and portfolios with clients and other internal/external constituents
* Support the growth and retention of client assets
* Provide regular investment risk oversight for a set of private investment funds
* Assume responsibility for internal issues associated with the management of the private equity business (e.g., operational complexity, investment capacity, investment guidelines)
* Assist in the development of marketing strategy and business planning, and lead research and analysis on new business opportunities
* Communicate the firm's Private Investments strategy and capabilities to both internal and external audiences
* Create innovative and insightful presentation content for current and prospective investors
* Familiar with negotiating legal documentations such as LPA and other Governing documents
* Strategize with and support Business Developers in sales and relationship management activities, including fundraising and responding to ongoing investor requests
* Participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio companies, and performance
* Collaborate with product development, investment, and client teams to identify and develop new and innovative private investment strategies
Required Qualifications: Strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and at least 12-15+ years of experience in a related position.
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