Cfa Level One Jobs in Boston, MA (NOW HIRING)

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.

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. 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 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 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 SKILLS
The 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 secondary deals for 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.

Passion - The candidate will have deep interest in secondaries investing, and intellectual curiosity across industries and investment types. They will also have interest in wealth-oriented products and more complex investment vehicles like evergreen funds.

OTHER QUALIFICATIONS
A successful candidate will have the following 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 le 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

Not sure you meet 100% of our qualifications? That's 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 GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We 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: