Apply on Employer Site

Wellington Management · 1 month ago

Senior Private Investment Valuation Analyst

Boston, MA, United States

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $180K/yr

4+ years exp

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. The Senior Private Investment Valuation Analyst will analyze complex private and illiquid credit securities to determine fair valuation, requiring collaboration with various stakeholders and oversight of third-party providers.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Primary valuation coverage of hundreds of credit investments across Commercial Real Estate Debt, Investment Grade Private Credit, and Growth Lending funds

Perform independent valuation services across all private credit investments

Successful collaboration with and oversight of third-party providers on all private credit valuations

Building comprehensive valuation models based on fundamental research, company financials, quarterly board presentations, management calls, etc., to corroborate third-party provider recommendations and/or formulate Wellington’s own independent valuation recommendations

Reviewing various legal documents (Credit Agreements, SPAs, Charters, ROFRs, M&A filings) to ensure rights, terms, and preferences of securities are reasonably and adequately valued

Conducting market research and analyzing industry trends

Support recommendations throughout audit cycles

Opportunity to design and implement valuation policies and controls for new and existing private credit funds, including Commercial Real Estate Debt, Growth Lending, and IG Private Credit funds

Strong focus on automation initiatives to allow scale and efficiency across the Private Credit platform

Develop relationships with Wellington investors, outsourced providers, and management teams at portfolio companies

Formulate new as well as update existing fair value recommendations, which may require both creative and in-depth analysis and valuation methodologies

Prepare, review, and present fair value recommendations, fair value policies, and company updates to various stakeholders across Wellington, including the Pricing Committee, auditors, and deal teams

Collaborate with various groups throughout the firm including portfolio managers, fixed income traders, industry analysts, internal counsel, global relationship management, securities valuation team, and the alternatives/hedge fund administration group

Research and resolve client inquiries timely, thoroughly, and accurately

Stay abreast of SEC and regulatory fair value requirements

Qualification

Credit analysisFinancial statement analysisValuation methodologiesSQLPowerBITableauExcel macrosCFAMBAAnalytical skillsMarket data providersInterpersonal skillsPresentation skillsCommunication skillsAttention to detailTime managementProblem-solvingFlexibility

Required

4-7 years of applicable industry experience including company valuation and credit analysis

Superior understanding of financial statement analysis and valuation methods

Advanced knowledge of fixed income instruments, experience within the private credit and commercial real estate debt asset classes a plus

Ability to leverage strong technical and data skills, such as SQL, PowerBI, Tableau, Excel macros & AI, to improve valuation/operational processes

Strong interpersonal, presentation, and communication skills

Exhibits a proactive approach to problem identification and resolution

Highly analytical with strong attention to detail and time management skills

Demonstrated ability to be flexible, self-directed, and think outside the box

Excellent verbal and written communication skills

Preferred

Designation or demonstrated progress toward CFA or MBA strongly preferred

Experience with market data providers such as Bloomberg, Markit, FactSet, CapIQ

Benefits

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

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)