Principal Private Investment Valuation Analyst

Wellington Management Company, LLP
Boston, USA
16 Jun 2022
16 Jul 2022
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 equity or private/illiquid securities to determine fair valuation. The determination of the fair value will require gathering and disseminating company financial information, performing primary fundamental research and analysis, 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 and valuation methodologies, is detail oriented, has a strong sense of responsibility, 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 determine independent valuations involving:
    • Building comprehensive valuation models based on primary fundamental research, company financials, quarterly board presentations, management calls, etc.
    • Reviewing various legal documents (SPAs, Charters, ROFRs, M&A filings) to ensure rights and preferences of shares are accurately valued
    • Attending relevant company meetings and industry conferences
    • Conducting market research and analyzing industry trends
    • Successful collaboration with third party providers on any outsourced valuations
  • 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 30+ investments across various sectors - the team consists of generalists, with each analyst typically focused on 2-3 industries. Experience in Technology, Enterprise Software and SaaS sectors is a plus
  • 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, Wellington Alternatives Investment Group, Global Industry Analysts, Equity & Fixed Income Research Analysts, Global Equity & Fixed Income Trading, Portfolio Managers, Securities Valuation Team, Corporate Actions Team, and Global Relationship Management
  • Research and resolve client inquiries timely, thoroughly, and accurately
  • Stay abreast of SEC and regulatory fair value requirements
  • 10+ years of applicable industry experience including developing financial models for fair value analysis and/or company and security analysis
  • Expertise within Technology/Enterprise Software/SaaS sectors strongly preferred
  • Superior understanding of financial statement analysis and valuation methods
  • Advanced knowledge of fixed income and equity instruments, experience with private equity securities a plus
  • 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 toward CFA or MBA strongly 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 .

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