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Wellington Management

Associate, VGE at Wellington Management

Wellington Management New Boston, NH

Job Description

About UsWellington 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.About the RoleWe are seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (VGE) Team in our New York or Boston office. The firm has been investing in private markets since 2003 and launched its first dedicated private capital fund in 2014. Today the privates team currently manages approximately $9 billion in assets and it is the fastest growing investment group within Wellington. Venture Growth Evergreen is a new strategy focused on investing in a highly diversified portfolio of growth and venture stage businesses in a perpetual vehicle targeting the wealth management channel. Private wealth is one of the fastest growing segments of the private equity market from a fundraising perspective and evergreens have emerged as the vehicle of choice for the channel. These vehicles require a unique skill set and ability to underwrite a high volume of transactions across multiple sectors strategies and size ranges.This role will be involved in all aspects of the investment sourcing underwriting and execution process with a core focus on deal-level modeling and underwriting for a broad set of investment across the growth equity and venture capital ecosystem. They will also be involved in assisting the portfolio management process including sizing of positions liquidity management/stress testing and ongoing oversight of the portfolio.The ideal candidate will be capable of executing in a fast-paced environment and able to prioritize key focus areas in a dynamic investment process. They will also be passionate about private markets more broadly and interested in getting exposure and understanding of broad set of industries and investment strategies. We expect this individual to leverage his or her insight and experience during the investment process while working closely with others across our Private Investments team and the broader Wellington investment platform.ESSENTIAL SKILLSThe following essential skills are required for the role:Analytical acumen modeling research The ideal candidate will have strong financial modeling skills and demonstrated analytical capabilities and an eagerness to apply their expertise in support of VGE. The ability to synthesize disparate information during the diligence process identify the most important elements and translate findings into clear and concise materials is required.Agility and flexibility The candidate should enjoy working in a fast-paced environment and will need the ability to move seamlessly across workstreams managing multiple deals and diligence streams simultaneously.Excellent communication skills The ability to clearly communicate through verbal and written materials is critical when interacting with management teams collaborating with internal and external partners and drafting investment memos and other documents.Superior collaboration and influencing skills The candidate will be a self-directed hard-working team player who contributes to the investment efforts of VGE and the broader Private Investing platform. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally across teams internally. VGE sources the majority of its opportunities from other internal strategies so the ability to collaborate and build trust across multiple investment teams is crucial.Passion The candidate will have deep interest in growth and venture investing and intellectual curiosity across industries and investment types. They will also have interest in wealth-oriented product and more complex investment vehicles like evergreen funds.OTHER QUALIFICATIONSA successful candidate will have the following qualifications:3-5 years of relevant experience preferably in private equity growth equity venture capital investment banking PE co-investment or secondary investing.Demonstrable ability to work both independently and to collaborate with experienced cross-functional deal teamsStrong financial modeling skills confidence to build financial models from scratch and identify the correct drivers le ability to work both independently and to collaborate with experienced cross-functional deal teamsStrong work ethic attention to detail and problem-solving skillsStrong interpersonal skills and experience in a team-based results-oriented environmentIndependence of thought high degree of intellectual curiosity and an entrepreneurial natureCFA charter holder or progress towards CFA preferredNot sure you meet 100% of our qualifications Thats 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 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 (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 .At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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 120000 - 225000This 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 salaryis only one component of Wellingtons 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 absencepaid holidays volunteer sick and vacation time)We believe that in person interactions inspire and energize our community and are essential to our 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.Required Experience:IC Key Skills CCTV,Airport Security,Analysis,Higher Education,Jewellery,Jboss Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 120000 - 225000

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