Private Investment Services Analyst

4 weeks ago

Chicago, Illinois, United States Wellington Management Company, LLP Full time
About Us

Wellington Management Company, LLP is a leading independent investment management firm with a long history of delivering exceptional investment solutions to institutional clients and mutual fund sponsors worldwide. Our innovative investment strategies are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

About the Role

The Private Investment Services Analyst will play a critical role in 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). This includes coordinating with internal teams, such as Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams, as well as external vendors and private issuers.

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
  • Analyze legal documentation related to private transactions to operationalize each deal in which we invest
  • Track deal covenants, restrictions, and position changes for new and existing deals
  • 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

Qualifications
  • 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

What We Offer
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. 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)

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

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