Senior Private Investment Valuation Analyst at Wellington Management

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 RoleOVERVIEWThe Private Credit Valuation Analyst candidate will play an important role in analyzing complex private and illiquid credit securities to determine fair valuation. The determination of the fair value will require gathering and disseminating company financial information performing primary fundamental research and analysis reviewing third-party valuation recommendations presenting recommendations to the Pricing Committee and communicating recommendations to internal and external clients.The ideal candidate is highly knowledgeable of the securities industry has extensive credit analysis experience within the fixed income asset class particularly with a focus on private credit or similar category has a strong understanding of financial statement analysis and valuation methodologies is detail oriented and works well independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it.RESPONSIBILITIESPrimary valuation coverage of hundreds of credit investments across Commercial Real Estate Debt Investment Grade Private Credit and Growth Lending fundsPerform independent valuation services across all private credit investmentsSuccessful collaboration with and oversight of third-party providers on all private credit valuationsBuilding comprehensive valuation models based on fundamental research company financials quarterly board presentations management calls etc. to corroborate third-party provider recommendations and/or formulate Wellingtons own independent valuation recommendationsReviewing various legal documents (Credit Agreements SPAs Charters ROFRs M&A filings) to ensure rights terms and preferences of securities are reasonably and adequately valuedConducting market research and analyzing industry trendsSupport recommendations throughout audit cyclesOpportunity to design and implement valuation policies and controls for new and existing private credit funds including Commercial Real Estate Debt Growth Lending and IG Private Credit fundsStrong focus on automation initiatives to allow scale and efficiency across the Private Credit platformDevelop relationships with Wellington investors outsourced providers and management teams at portfolio companiesFormulate new as well as update existing fair value recommendations which may require both creative and in-depth analysis and valuation methodologiesPrepare review and present fair value recommendations fair value policies and company updates to various stakeholders across Wellington including the Pricing Committee auditors and deal teamsCollaborate with various groups throughout the firm including portfolio managers fixed income traders industry analysts internal counsel global relationship management securities valuation team and the alternatives/hedge fund administration groupResearch and resolve client inquiries timely thoroughly and accuratelyStay abreast of SEC and regulatory fair value requirementsQUALIFICATIONS4-7 years of applicable industry experience including company valuation and credit analysisSuperior understanding of financial statement analysis and valuation methodsAdvanced knowledge of fixed income instruments experience within the private credit and commercial real estate debt asset classes a plusAbility to leverage strong technical and data skills such as SQL PowerBI Tableau Excel macros & AI to improve valuation/operational processesStrong interpersonal presentation and communication skillsExhibits a proactive approach to problem identification and resolutionHighly analytical with strong attention to detail and time management skillsDemonstrated ability to be flexible self-directed and think outside the boxExcellent verbal and written communication skillsDesignation or demonstrated progress toward CFA or MBA strongly preferredExperience with market data providers such as Bloomberg Markit FactSet CapIQNot 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 90000 - 180000This 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:Senior IC Key Skills Wealth Management,Cash Flow Analysis,Investment Experience,Asset Management,Analysis Skills,Securities Law,Equity Research,Investment Management,Private equity,Process Management,Financial Modeling,Bloomberg Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 90000 - 180000