Senior Private Investment Valuation Analyst

About Us

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 Role

OVERVIEW

The Private Credit Valuation Analyst candidate will play an important role in analyzing complex private and illiquid credit 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, reviewing third-party valuation recommendations, 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 extensive credit analysis experience within the fixed income asset class particularly with a focus on private credit or similar category, has a strong understanding of financial statement analysis and valuation methodologies, is detail oriented, 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.

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

QUALIFICATIONS

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

Designation or demonstrated progress toward CFA or MBA strongly preferred

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

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 r ace, 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 90,000 - 180,000

This 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

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