Private Investment Valuation Analyst

Wellington Management Company, LLP
Boston, USA
27 Oct 2021
28 Oct 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.


The Private Investment Valuation Analyst candidate will play a lead role in analyzing complex private and illiquid securities to determine the securities fair value. The determination of the fair value will require the gathering and disseminating of company financial information, ensuring integrity of research, presenting recommendations to the Pricing Committee and communicating recommendations to internal and external clients.

The ideal candidate is highly knowledgeable of the securities industry, has a strong understanding of financial statement analysis, is detail oriented, has a strong sense of responsibility, is a self-starter, and works well independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it

  • Perform company research and valuation involving:
    • Analysis of company financials, presentations and business plan milestones
    • Reviewing various legal documents and company filings
    • Conducting due diligence and trend analysis to ensure reliability of data
    • Attendance at company meetings
    • Gathering news stories and pricing information from market data vendors
  • Develop relationships with top Management at Companies under Fair Value coverage
  • Formulate new as well as update existing fair value recommendations, which may require both creative and in depth analysis and valuation methodologies
  • Primary coverage of 20-30 investments across various sectors, such as: software, media, fintech, e-commerce/retail, healthcare, and biotech
  • Prepare, review, and present fair value recommendations, fair value policies and company updates for members of the Pricing Committee
  • Collaborate with various groups throughout the firm including: internal counsel, corporate actions team, global relationship management, securities valuation team, the hedge fund administration group, industry analysts, fixed income trading and portfolio managers
  • Research and resolve client inquiries timely, thoroughly, and accurately
  • Stay abreast of SEC and regulatory fair value requirements
  • Monitor trading activity and news related to halted securities on global exchanges
  • 5-10 years of applicable industry experience including fair value analysis and/or company and security analysis
  • Clear understanding of financial statement analysis
  • Knowledgeable of fixed income and equity instruments
  • Familiarity with sustainability themes such as ESG and/or climate impact
  • Strong interpersonal, presentation and communication skills
  • Exhibits a proactive approach to problem identification and resolution
  • Thoroughness, attention to detail and the ability to think and work independently and within a team environment are a must
  • Strong analytical, organizational, prioritization and multi-tasking skills
  • Demonstrated ability to be flexible, self-directed, and think outside the box
  • Excellent verbal and written communications including presentation and facilitation skills
  • Strong desire to improve and enhance processes
  • Designation of or demonstrated progress towards CFA or MBA strongly preferred

Private Investment Valuation Analyst

100 Federal Street

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 .

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