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 60 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 Position
We are seeking aProduct LaunchAnalystfor theCapital Formation team withinthe ClientPlatform. 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$10billionin committed capital across a broad range of private equity and private credit strategiesfromlate-stage growthtoearly-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 organizedindividualto 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-investmentSPVs This role willpartnerclosely with Investment Teams, Legal, Compliance, Operations, Finance, and Distribution to ensuretimely, 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, managingproductlaunch 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,clientoperations, and execution.This position offers an exciting and high-profile opportunity to support and contribute to the growth of our platform and firm.
Essential Skills
The following essential skills arerequiredfor the role:
Project managementand execution–The ideal candidate will partner with theCapital Formation teamtodevelopand manageproductlaunch timelines and fundraising calendarsExperience inoverseeing multiple concurrent projects and ensuring smooth executionwhiledriving fast-paced initiatives and collaborating across multiplefunctionalgroups and platforms is key to success in this role.
Analyticalskills–The ideal candidate willutilizedata in asuccinctwayto enable theCapital Formation teamto bettersupport multi-year strategic initiatives and align project goals with broader organizationalobjectivesIn addition, thecandidatewillexhibitstrong attention to detailand will have experience standardizing reporting processes and tracking key performance indicators
Superior collaboration and influencing skills– The successful candidate will enjoycontributing to a highly collaborativeteamTheProduct Launch Analystwill build strong trusting relationships internally with colleaguesacrossthefirm.The ability toclearlycommunicate (both verbally and in writing),integratenumerousviewpoints,and mobilize/influence across all levels of the organizationis critical.
Growth mindset– The idealcandidatewill beflexibleand open to continue learning,evolvingand growing as abusiness strategistThe ideal candidatewill have a global perspective and creative approach for thinking about innovation and the evolution ofthe teamwithin the broader asset management industry
Private Credit and/or Evergreen experience– General experience in fund structuring, oversight management and fund operations of private credit and evergreen products. Familiarity with regulatory frameworks and compliance requirements for private credit and evergreen funds.
Responsibilities
Areas of responsibility will include but are not limited to:
Investment Vehicle Launch Execution
Process Excellence & Reporting
Develop andmaintainlaunch 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
Fund Lifecycle & Platform Management
Oversee ongoing lifecycle management for Private Credit and Evergreen platforms, including capital calls distributions, investor reporting, cash-flow monitoring, and liquidity management
Supportstructuringnew vehicles, including analysis of domiciles, legal wrappers, and offering terms
Contribute to the development of scalable and compliant evergreen fund models
Fundraising & Capital Formation Support
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.,SMAsand strategic partners)
Qualifications
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, includingcommingledfunds,SMAs, co-investmentSPVs, 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 aresults-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, includingproficiencyin 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 fieldrequired; advanced degree or professional certification (e.g.,PMP) a plus.
Ideal Backgrounds
Investment operations,product, or platform roles ata privateequity, 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.
LOCATION
ThePIProduct LaunchAnalyst,CapitalFormationwill be basedinour Bostonoffice.
JOB TITLE
Product Launch Analyst
JOB FAMILY
Investment Management (IM)
LOCATION
280 Congress
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
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 GMWTalentOperations@wellington.com
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. 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 90,000 - 180,000
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.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, 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).
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.
We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.
This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers.
For current open opportunities, please visit www.wellington.com/joinus
We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm.
Important disclosure: https://www.wellington.com/en/important-disclosure
Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
