Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
The Private Placements Analyst will be responsible for the management of private placement data, facilitation of communications amongst functional groups when material events occur, and oversight of private placement end-to-end processes. Additionally, the Analyst will direct the enhancement of existing processes, oversee the implementation or enhancement of supporting technology, and report on private placement metrics. Lastly, the Analyst will serve as the single point of contact for ad hoc requests for the functional groups involved in the private placement process.
Maintain data for new and existing deals, especially during security creation and lifecycle events.
Validate security and issuer relationships.
Ensure stakeholders receive consistent, timely and accurate communication for operational events associated with private placements.
Coordinate decision making across private placement functional & operational teams.
Develop and publish metrics for Private Placement deals and operational impact.
Support (data needs for) all functional teams involved in the Private Placement process, as requested.
Support validation that trade has been settled and Fair Value has information to conduct valuation
Confirm data integrity and validity for Private Placement deals.
Periodically, conduct detailed review of all security documentation to ensure data accuracy.
For AIK inflows, coordinate with Client Integration any operational aspects of private placements i.e. documentation sourcing, disposal of share and communication with other teams
Coordinate activities when an event that will impact the security has been identified such as IPOs, cleaning of restricted shares, SEC registration, capital calls, and distributions.
The successful candidate for this position is likely to:
Have an understanding of Private Placements concepts including a working knowledge of operations and relationships in all functional groups associated to the Private Placement process
Act independently, proactive, and ability to drive results
Ability to identify, research and resolve unfamiliar issues (i.e. business analysis skills)
Strong attention to detail and ability to multi-task in a deadline driven environment
Intellectually curious with strong problem solving skills
Outstanding organizational and communications skills
Technical skills include SEC.gov, EDGAR, Excel, Access, and SharePoint
JOB TITLE Private Placements Analyst
JOB FAMILY Investment Administration (IA)
LOCATION 100 Federal Street
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .