Private Investments Investor Relations Analyst (Private Credit) (R90831)

$65,000 - $150,000/Yr

Wellington International Management Company Pte Ltd - New York, NY

Full-time - Entry Level

New York, NY

Motion Picture and Sound Recording Industries

About the position

The Private Investments - Investment Analyst position at Wellington Management is a dynamic role focused on supporting the business management, investment oversight, and client service needs of private investment products, particularly in private credit strategies. The analyst will engage in a variety of activities including product management, performance analytics, client reporting, and collaboration with various departments to enhance investment strategies and client relationships.

Responsibilities

• Support Investment Directors and Specialists across product management and investment-related responsibilities.
• Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and oversight of Private Credit products.
• Prepare and review fund documents, content, and marketing materials, including RFPs, for external clients and prospects.
• Assist in the development and integration of technology initiatives.
• Support sales and relationship management activities, including fundraising and investor due diligence requests.
• Participate in meetings with clients, prospects, and consultants to communicate investment philosophy and performance.

Requirements

• 2-5 years of relevant experience and progress towards the CFA are preferred.
• A university degree with very strong academic credentials.
• Working knowledge of and interest in Private investments.
• Strong technical skills and mastery of MS Excel.
• Demonstrated analytical skills including the ability to organize and synthesize data.
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective.
• Attention to detail combined with a solutions-oriented mindset.
• Ability to write clearly and succinctly in various communication settings.
• Articulate with an interest in developing presentation skills.
• Ability to work both independently and collaboratively with a global team.

Nice-to-haves

• Creativity and thoroughness in work processes.
• Ability to prioritize tasks effectively.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental insurance
• Vision insurance
• 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 including leave of absence, paid holidays, volunteer, sick, and vacation time.