Private Investments, Product Launch Analyst

Role Overview 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‑investment SPVs. The role partners closely with Investment Teams, Legal, Compliance, Operations, Finance, and Distribution to ensure timely, scalable, and compliant product launches. Key responsibilities include coordinating multi‑year business planning, managing product launch timelines, standardizing reporting processes, overseeing daily fund operations and governance for private credit and evergreen funds, and supporting fundraising and capital formation activities. Key Skills Project management and execution – Experience managing multiple concurrent projects, driving fast‑paced initiatives, and collaborating across functional groups. Analytical skills – Ability to use data to support strategic initiatives and track key performance indicators. Superior collaboration and influencing skills – Build trusting relationships with colleagues across the firm and influence across all levels. Growth mindset – Flexible, open to learning, and creative in thinking about innovation and team evolution. Private credit and/or evergreen experience – Fund structuring, oversight, operational management, and familiarity with regulatory frameworks for private credit and evergreen funds. Responsibilities Investment Vehicle Launch Execution – Own end‑to‑end execution of private equity and private credit investment vehicle launches, including commingled funds, SMAs, co‑investment SPVs, and evergreen structures from concept through post‑launch stabilization. Project manage fund structuring, legal and regulatory documentation, operational setup, and investor onboarding in partnership with Investment, Legal, Compliance, Operations, Finance, and Distribution teams. Serve as the central coordinator across investment and non‑investment functions to ensure timely, scalable, and compliant launches. Process Excellence & Reporting – Develop and maintain launch plans, timelines, risk trackers, and centralized lifecycle playbooks; communicate progress, risks, and dependencies to senior stakeholders; drive post‑launch process improvement and standardization; contribute to KPI tracking, forecasting, budgeting, and management reporting. Oversee ongoing lifecycle management for Private Credit and Evergreen platforms, including capital calls, distributions, investor reporting, cash‑flow monitoring, and liquidity management. Support structuring new vehicles, including analysis of domiciles, legal wrappers, and offering terms; contribute to scalable and compliant evergreen fund models. 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., SMAs and 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, including commingled funds, SMAs, co‑investment SPVs, 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; results‑oriented mindset; 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, including proficiency in 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 field required; advanced degree or professional certification (e.g., PMP) a plus. Ideal Backgrounds Investment operations, product, or platform roles at a private equity, private credit, or alternative asset manager. Management consulting focused 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 Boston, MA (Boston office). Compensation & Benefits Base salary range: USD 90,000 – 180,000 . Salary and total compensation will be discussed during the recruitment process. Other rewards may include a discretionary corporate bonus and/or incentive, if eligible. Comprehensive benefits include retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending account, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Employees work from the office 4 days a week with flexibility to work remotely 1 day a week. Equal Opportunity 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, 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 View email address on click.appcast.io. #J-18808-Ljbffr CFA Institute