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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 RoleOVERVIEW
As a member of the Private Investments Legal Team, the Legal Associate will work closely with a global team of other Legal Associates and Counsel to support our firm’s growing privates business. WE are looking for someone who is inquisitive and motivated to learn about private markets and the funds industry.
RESPONSIBILITIES
The primary responsibilities of this role include, among others:
- Develop expertise in fund and deal lifecycles, and collaborate with business, investment, and operational colleagues to support various aspects of portfolio investments
- Contribute to deal process by tracking and inputting legal attributes of various private equity and private credit deals
- Lead or contribute to the evolving design and execution of team processes, workflows and deal/fund pipeline management tools
- Synthesize and organize information, create team reference tools, and assist with enhancing and maintaining team recordkeeping practices
- Contribute to support developing and maintaining playbooks and negotiating, or overseeing external providers assisting with negotiations, of confidentiality agreements and other routine agreements related to private investment transactions and fund formation process
QUALIFICATIONS
- Intellectually curious with strong problem-solving skills
- Excellent interpersonal skills and an ability to work both independently and as a member of a team
- Ability to self-start, think creatively and initiate projects that lead to improved scalable workflows and knowledge management for a growing team and business line
- Highly-organized and detail-oriented with the ability to manage fast-paced workflows and competing priorities in a sometimes high pressure environment
- Flexibility to adapt to the evolving needs of the team and a desire to develop new skills, assume additional responsibilities, and step out of your comfort zone
- Overall comfort with data and systems with proficiency in Excel, Tableau and similar macros and the ability to learn various internal and external systems and databases that support the Legal and Enterprise Risk Group
- 2-5 years prior experience working at an asset manager and a working knowledge of global capital markets, 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:
USD 65,000 - 150,000This 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 salary is 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.
- $65,000 - $150,000
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