Associate, Secondaries, Venture Growth Evergreen - Wellington Management Company, LLP

About Us 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. About The Role We are seeking a highly motivated and results‑driven Associate to join our Venture Growth Evergreen (VGE) team to focus on secondary transactions in our New York 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 manages approximately $11 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. 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 growth/venture secondary transactions. The VGE secondary strategy will include investments in LP transactions, GP‑leds, and secondary directs. The ideal candidate will be capable of executing in a fast‑paced environment, prioritizing key focus areas in a dynamic investment process, and bringing passion for private markets more broadly. The candidate will work closely with others across our Private Investments team and the broader Wellington investment platform. Essential Skills Analytical acumen, modeling, research – “Strong financial modeling skills and demonstrated analytical capabilities are required. The ability to synthesize disparate information during the diligence process, identify the most important elements, and translate findings into clear and concise materials is essential.” 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 – “Clear communication 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, building strong trusting relationships internally across teams.” Passion – “The candidate will have a deep interest in secondaries investing, intellectual curiosity across industries and investment types, and an interest in wealth‑oriented products and more complex investment vehicles like evergreen funds.” Other Qualifications 3‑5+ years of relevant experience in secondary investing, with a preference for experience across LP, GP, and secondary direct transactions. A track record of investing in growth & venture secondaries is preferred. Demonstrable ability to work both independently and to collaborate with experienced, cross‑functional deal teams. Strong financial modeling skills, confidence to build financial models from scratch and identify the correct drivers; ability to work both independently and to collaborate with experienced, cross‑functional deal teams. Strong work ethic, attention to detail and problem‑solving skills. Strong interpersonal skills and experience in a team‑based, results‑oriented environment. Independence of thought, high degree of intellectual curiosity, and an entrepreneurial nature. CFA charter holder or progress towards CFA preferred. Compensation & Benefits Base salary range for the position is USD 80,000 – 150,000. 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. Further details on salary and total compensation aspects will be shared with candidates during the recruitment process. 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. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Equal Opportunity Statement 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. 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