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Private Equity Operations Analyst Jobs (NOW HIRING)

Real Soft, Inc.

Equity Operations Analyst

Boston, MA · On-site

$85 - $105/hr

The Equity Operations Analyst will support the accurate and timely administration of global equity programs, including restricted stock units (RSUs) and the Employee Stock Purchase Plan (ESPP). The ...

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Private Equity Operations Analyst information

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$39K

$91.6K

$133.5K

How much do private equity operations analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for private equity operations analyst in the United States is $91,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,500.00 per year, depending on experience, location, and employer.

What does a private equity operations analyst do?

A Private Equity Operations Analyst is responsible for supporting the daily operations and portfolio management of private equity investments. Their tasks typically include monitoring fund performance, preparing financial reports, managing data related to investments, and ensuring compliance with regulatory requirements. They work closely with investment teams, finance, and external service providers to streamline processes and maintain accurate records. This role requires a strong understanding of financial modeling, attention to detail, and proficiency with analytical tools. Additionally, Private Equity Operations Analysts play a crucial role in optimizing operational efficiency within private equity firms.

What are the key skills and qualifications needed to thrive as a private equity operations analyst?

To thrive as a Private Equity Operations Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting principles, typically supported by a finance or accounting degree. Familiarity with portfolio management systems, Excel, and industry-specific software such as Investran or eFront is highly valued, and certifications like CFA or CPA can be advantageous. Exceptional attention to detail, effective communication, and the ability to work collaboratively under tight deadlines are important soft skills for this role. These skills ensure accurate financial reporting, efficient transaction processing, and effective support for investment decision-making in a fast-paced environment.

What are some common challenges faced by private equity operations analysts in managing fund operations?

Private Equity Operations Analysts often encounter challenges such as juggling multiple priorities, ensuring timely and accurate reporting, and navigating complex fund structures. They are responsible for coordinating with various internal and external stakeholders, including portfolio managers, auditors, and administrators, which requires strong organizational and communication skills. Additionally, analysts must stay updated on regulatory changes and best practices to ensure compliance and operational efficiency, making adaptability and attention to detail crucial for success in this role.

What is the difference between Private Equity Operations Analyst vs Private Equity Associate?

AspectPrivate Equity Operations AnalystPrivate Equity Associate
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree, often MBA or similar experience
Work EnvironmentSupportive, process-focused, data analysisDeal sourcing, due diligence, client interaction
Employer & Industry UsagePrivate equity firms, investment fundsPrivate equity firms, investment banks

The Private Equity Operations Analyst primarily focuses on supporting operational processes, data analysis, and fund administration. In contrast, the Private Equity Associate is more involved in deal execution, due diligence, and client interactions. Both roles require strong analytical skills and relevant credentials, but their core responsibilities differ within the private equity industry.

What cities are hiring for Private Equity Operations Analyst jobs?

Cities with the most Private Equity Operations Analyst job openings:

What states have the most Private Equity Operations Analyst jobs?

States with the most job openings for Private Equity Operations Analyst jobs include:

What are popular job titles related to Private Equity Operations Analyst jobs?

For Private Equity Operations Analyst jobs, the most frequently searched job titles are:

Infographic showing various Private Equity Operations Analyst job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $91,602 per year, or $44 per hour.

Senior Analyst, Private Equity Operations

Boston, MA • On-site

Wellington Management
See more jobs at Wellington Managementexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

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

The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal execution/settlement, and lifecycle management (IPO, restriction tracking, corporate actions, & liquidity events). They will play an integral role in the coordination amongst functional groups when material events occur, and oversight of private placement vendors and other outsourced functions. Additionally, the Operations Analyst will direct the enhancement of existing processes, oversee the implementation and enhancement of supporting technology, and maintain relationships with external vendors.

RESPONSIBILITIES

  • Execute all components of the private equity deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, and corporate actions
  • Coordinate all aspects of the deal approval & lifecycle management processes directly with private Issuers, as well as internal teams, in particular: internal and external Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams.
  • Analyze legal documentation related to private transactions to operationalize each deal in which we invest, such as: Stock Purchase Agreements, Credit Agreements, Subscription Agreements, Merger Agreements, etc.
  • Track deal covenants, restrictions, and position changes for new and existing deals, especially during security creation and lifecycle events.
  • Coordinate activities when an impactful event has been identified such as IPOs, cleaning of restricted shares, SEC registration, corporate actions, and distributions.
  • Review and resolve discrepancies on reconciliation reports - cash/position/security master - to ensure the investment book of record is in good order daily.
  • Adapt and evolve processes, controls, workflows, and systems to support new private funds and new asset classes.
  • Ensure stakeholders receive consistent, timely and accurate communication for operational events associated with private placements.
  • Support data needs for all functional teams involved in the private process, in particular, for performance and internal/LP reporting

QUALIFICATIONS

  • 4-7 years supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments, including experience reviewing private investment legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events, with a working knowledge of private fund structures.
  • Have a deep understanding of private equity investment concepts across a range of asset classes, including equity, real estate, evergreen, secondaries, fund of fund, and PIPEs
  • Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva)
  • Ability to leverage strong technical skills to improve operational processes, such as SQL, PowerBI, Tableau, Excel macros & AI.
  • Intellectual curiosity with strong analytical and problem-solving skills
  • Excellent organization, attention to detail and time management skills with ability to prioritize work and function with minimal guidance
  • Ability to think critically to challenge the norm and propose new ideas and solutions
  • Effective articulation with written and oral communication skills, including the ability to create compelling presentations using MS PowerPoint

JOB TITLE

Senior Analyst, Private Equity Operations

JOB FAMILY

InvesTech

LOCATION

280 Congress

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 considers all qualified applicants will receive 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:

no range available

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. 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 Wellington's 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 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. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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