Private Investments, Product Launch Analyst

About the Role We are seeking a Private Investments, Product Launch Analyst for the Capital Formation team within the Client Platform. Wellington has been investing in private markets for decades and launched its first dedicated private capital fund in 2014. The Capital Formation team supports fundraising and product development efforts, owning the client and product life cycle management. The role involves project managing the launch and lifecycle of investment vehicles across private equity and private credit, including commingled funds, separate accounts, and co‑investment SPVs. The Analyst will partner with Investment, Legal, Compliance, Operations, Finance, and Distribution teams to ensure timely, scalable, and compliant product launches. This position is ideal for a candidate with strong project management experience and a passion for driving operational excellence across fundraising and fund lifecycle initiatives. It requires coordinating multi‑year business planning, managing product launch timelines, and standardizing reporting processes to ensure seamless execution. The Analyst will also oversee daily fund operations and ongoing governance for private credit and evergreen funds in a fast‑paced, detail‑oriented environment. Essential Skills Project management and execution – Ability to develop and manage product launch timelines and fundraising calendars, overseeing multiple concurrent projects and collaborating across functional groups. Analytical skills – Use data succinctly to support strategic initiatives and align project goals with organizational objectives; experience standardizing reporting processes and tracking KPIs. Superior collaboration and influencing skills – Build trusting relationships internally, communicate clearly, integrate viewpoints, and mobilize influence across all levels of the organization. Growth mindset – Flexible, open to learning, evolving, and contributing new ideas for innovation and team evolution. Private Credit and/or Evergreen experience – Fund structuring, oversight, and operations experience for private credit and evergreen products; familiarity with regulatory frameworks and compliance requirements. 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 key 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, standardization, and best practices as the platform scales. Contribute to KPI tracking, forecasting, budgeting, and management reporting. Fund Lifecycle & Platform Management 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, analyzing domiciles, legal wrappers, and offering terms. Contribute to scalable and compliant evergreen fund models. Fundraising & Capital Formation Support 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, and 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, 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 office. Compensation Base salary range: USD 90,000 – 180,000. Other rewards may include a discretionary corporate bonus or incentives, if eligible. Comprehensive benefit package includes retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off. Work Arrangement Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. Equal Opportunity Employer 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 View email address on click.appcast.io. #J-18808-Ljbffr CFA Institute