Product Launch Analyst

Wellington Management • Boston, MA

10d • Hybrid

About The Position

We are seeking a Product Launch Analyst for the Capital Formation team within the Client Platform. Wellington has been investing in private markets for decades and launched its first dedicated private capital fund in 2014. Today, the Private Investment Platform currently manages over $10 billion in committed capital across a broad range of private equity and private credit strategies from late-stage growth to early-stage venture, commercial real estate debt, growth lending, and investment grade private credit, and is one of the fastest growing investment groups within Wellington. The Capital Formation team supports our fundraising and product development efforts, with ownership of the client and product life cycle management. We are looking for a highly organized individual to join our dynamic Capital Formation team. We are seeking a Product Launch Analyst to project manage the launch and lifecycle management of investment vehicles across Private Equity and Private Credit, including commingled funds, separate accounts, and co-investment SPVs. This role will partner closely with Investment Teams, Legal, Compliance, Operations, Finance, and Distribution to ensure timely, scalable, and compliant product launches. This role is ideal for a candidate with strong project management experience and a passion for driving operational excellence across fundraising and fund lifecycle initiatives. You will play a key role in coordinating multi-year business planning, managing product launch timelines, and standardizing reporting processes to ensure seamless execution. Additionally, you will oversee the daily fund operations and ongoing governance for private credit and evergreen funds. This role is ideal for someone who thrives in a fast-paced, detail-oriented environment and enjoys being at the intersection of strategy, client operations, and execution. This position offers an exciting and high-profile opportunity to support and contribute to the growth of our platform and firm.

Requirements

• Project management and execution
• Analytical skills
• Superior collaboration and influencing skills
• Growth mindset
• Private Credit and/or Evergreen experience
• 5–8+ years of relevant experience in private markets, ideally in fund launches, investment operations, product management, strategy, or management consulting within asset management.
• Strong familiarity with Private Equity and/or Private Credit vehicles, including commingled funds, SMAs, co-investment SPVs, and evergreen structures.
• Demonstrated ability to lead complex, cross-functional initiatives and manage multiple concurrent workstreams with senior stakeholders.
• Superior organizational and project management skills, with a results-oriented mindset and the ability to prioritize effectively in fast-paced environments.
• Highly detail-oriented with a proactive approach to problem-solving, risk identification, and process optimization.
• Strong analytical capabilities, including proficiency in Excel and PowerPoint; experience with data analysis and BI/reporting tools preferred.
• Excellent written and verbal communication skills, including business writing and stakeholder communications.
• Experience working with external service providers (e.g., legal counsel, fund administrators, custodians) preferred.
• Bachelor’s degree in Business, Finance, or a related field required; advanced degree or professional certification (e.g., PMP) a plus.

Nice To Haves

• Investment operations, product, or platform roles at a private equity, private credit, or alternative asset manager.
• Management consulting with a focus on financial services or asset management.
• Fund formation, product, or operational roles at a law firm or fund administrator.
• Strategy or platform roles supporting growth initiatives at private markets firms.

Responsibilities

• Own end-to-end execution of Private Equity and Private Credit investment vehicle launches, including commingled funds, SMAs, co-investment SPVs, and evergreen structures, from concept through post-launch stabilization
• Project manage fund structuring, legal and regulatory documentation, operational setup, and investor onboarding in partnership with Investment, Legal, Compliance, Operations, Finance, and Distribution teams
• Serve as the central coordinator across investment and non-investment functions to ensure timely, scalable, and compliant launches
• Develop and maintain launch plans, timelines, risk trackers, and centralized lifecycle playbooks
• Communicate progress, risks, and dependencies to senior stakeholders
• Drive post-launch process improvement, standardization, and best practices as the platform scales
• Contribute to KPI tracking, forecasting, budgeting, and management reporting
• Oversee ongoing lifecycle management for Private Credit and Evergreen platforms, including capital calls distributions, investor reporting, cash-flow monitoring, and liquidity management
• Support structuring new vehicles, including analysis of domiciles, legal wrappers, and offering terms
• Contribute to the development of scalable and compliant evergreen fund models
• Lead workflows supporting fundraising activities and lifecycle milestones, integrating operational readiness into fundraising timelines
• Partner with Capital Formation leadership and Private Investments management on strategic initiatives
• Support customization of investment vehicles (e.g., SMAs and strategic partners)

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level