Senior Analyst, Private Equity Operations

Wellington Management•Boston, MA

3d•Hybrid

About The Position

The Senior Analyst, Private Equity Operations, 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 Operations Analyst will direct the enhancement of existing processes, oversee the implementation and enhancement of supporting technology, and maintain relationships with external vendors.

Requirements

4-7 years supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments, including experience reviewing private investment legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events, with a working knowledge of private fund structures.
Have a deep understanding of private equity investment concepts across a range of asset classes, including equity, real estate, evergreen, secondaries, fund of fund, and PIPEs
Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva)
Ability to leverage strong technical skills to improve operational processes, such as SQL, PowerBI, Tableau, Excel macros & AI.
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 think critically to challenge the norm and propose new ideas and solutions
Effective articulation with written and oral communication skills, including the ability to create compelling presentations using MS PowerPoint

Responsibilities

Execute all components of the private equity 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, in particular, for performance and internal/LP reporting

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)