Senior Analyst, Private Equity Operations

About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational activities within the private deal approval process, deal execution/settlement, and lifecycle management including IPOs, restriction tracking, corporate actions, and liquidity events. The role coordinates among functional groups during material events, oversees private placement vendors, and directs process enhancements and technology implementation while maintaining vendor relationships. Responsibilities Execute all components of the private equity deal lifecycle with a primary focus on deal approval and pre/post execution processes, lifecycle events, IPO and liquidity exits, and corporate actions.

Coordinate all aspects of the deal approval and lifecycle management processes directly with private issuers and internal teams, including Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back‑office teams. Analyze legal documentation related to private transactions to operationalize each deal, such as Stock Purchase Agreements, Credit Agreements, Subscription Agreements, and Merger Agreements. Track deal covenants, restrictions, and position changes for new and existing deals, especially during security creation and lifecycle events.

Coordinate activities when impactful events are 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 accurate daily. Adapt and evolve processes, controls, workflows, and systems to support new private funds and 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, particularly for performance and internal/LP reporting. Qualifications 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.

Deep understanding of private equity investment concepts across equity, real estate, evergreen, secondaries, fund of funds, and PIPEs. Experience with industry technology and platforms such as Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva. Strong technical skills to improve operational processes, including SQL, PowerBI, Tableau, Excel macros, and AI.

Intellectual curiosity with strong analytical and problem‑solving skills. Excellent organization, attention to detail, and time‑management skills with the ability to prioritize work and function with minimal guidance. Critical thinking ability 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. Compensation Base salary range: no range available. The base salary is one component of Wellington’s total compensation approach, which may include a discretionary corporate bonus and/or incentives, if eligible.

Benefits We offer a comprehensive and high‑value benefit package that includes retirement plans, health and wellbeing, dental, vision, pharmacy coverage, health savings accounts, flexible spending accounts, commuter programs, employee assistance, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Our flexible work environment enables employees to work from our offices four days a week with the option to work remotely one day a week. Equal Opportunity Employer 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, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. #J-18808-Ljbffr