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PI Investment Specialist

The document is a job description for a Private Equity Investment Specialist position at Wellington Management. The role involves supporting the business management, investment oversight, and client service needs of private investment products. Responsibilities include performing analytical work supporting private equity fund management and oversight, providing investment risk oversight, assisting with client relationship management activities, creating presentation content, and participating in meetings with clients. The ideal candidate will have 5+ years of related experience, strong analytical and client relationship skills, and preferably an MBA or CFA.

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Marshay Hall
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69 views2 pages

PI Investment Specialist

The document is a job description for a Private Equity Investment Specialist position at Wellington Management. The role involves supporting the business management, investment oversight, and client service needs of private investment products. Responsibilities include performing analytical work supporting private equity fund management and oversight, providing investment risk oversight, assisting with client relationship management activities, creating presentation content, and participating in meetings with clients. The ideal candidate will have 5+ years of related experience, strong analytical and client relationship skills, and preferably an MBA or CFA.

Uploaded by

Marshay Hall
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Position Description

PRIVATE EQUITY - INVESTMENT SPECIALIST

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THE COMPANY
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 55
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
Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund in 2014.
Today, we manage approximately $5 billion in assets across four private equity funds and co-investment program launched in
2017. As part of the continued expansion of our alternatives capabilities, we are seeking to recruit an Investment Specialist to join
our Private Investments Team, which is responsible for oversight of certain Wellington-managed vehicles that pursue private
investment strategies. The Private Investment team is responsible for overseeing fund governance, product development,
marketing, operations and servicing investors, as well as driving growth in our privates business.

The Private Equity Investment Specialist position is a multi-faceted role supporting the business management, investment oversight,
and client service needs of private investment products. The person who fills this position will work on a wide range of business and
investment-related activities including product management, risk analytics, client service, client reporting, marketing, working with
outside vendors, and inter-departmental projects.

This role requires strong analytical skills, including a deep understanding of global financial and private markets, investment risk
analysis techniques, and the ability to thrive in a fast-paced, detail-oriented environment. There will be considerable contact with
clients, prospects, and colleagues within Wellington Management; in particular, Private Investment Deal Teams, the Client Group,
Fund Services, Legal Services, and Tax Services.

RESPONSIBILITES
The Private Equity Investment Specialist’s primary responsibilities will include the following:

• Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and
oversight of the private equity products (performance/IRR, risk, and portfolio analysis, etc.).
• Provide regular investment risk oversight for a set of private equity funds; prepare and review fund documents, including
portfolio characteristics, RFPs and marketing materials to be shared externally with clients and prospects.
• Supporting Investment Directors and Business Developers in sales and relationship management activities, including
fundraising, responding to ongoing investor requests, assisting with preparation of Annual Meeting materials and quarterly
investor letters.
• Creating innovative and insightful presentation content for current and prospective investors to be shared with clients, senior
management, Investment Directors, and others within Wellington Management.
• Participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, portfolio
companies, and performance.
QUALIFICATIONS

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Position Description
Private Equity – Investment Specialist
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The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical
and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least 5+ years of
experience in a related position. An understanding of asset management, private markets and a solid knowledge of statistics will also
be important. Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred.

While the Investment Specialist will work in a team-oriented environment, many projects will be self-directed, often under intense
deadline pressures. Other critical skills include the ability to display sound judgment, juggle multiple priorities, take ownership for
work, and resourcefulness.

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