Private Investments, Product Launch Analyst
About the role
The Position We are seeking a Private Investments, Product Launch Analyst for the Capital Formation team within the Client Platform. Wellington has been investing in private markets for decades and launched its first dedicated private capital fund in 2014. Today, the Private Investment Platform currently manages over $10 billion in committed capital across a broad range of private equity and private credit strategies from late-stage growth to early-stage venture, commercial real estate debt, growth lending, and investment grade private credit, and is one of the fastest growing investment groups within Wellington.
Responsibilities
Own end-to-end execution of Private Equity and Private Credit investment vehicle launches, including commingled funds, SMAs, co-investment SPVs, and evergreen structures, from concept through post-launch stabilization
Project manage fund structuring, legal and regulatory documentation, operational setup, and investor onboarding in partnership with Investment, Legal, Compliance, Operations, Finance, and Distribution teams
Serve as the central coordinator across investment and non-investment functions to ensure timely, scalable, and compliant launches
Develop and maintain launch plans, timelines, risk trackers, and centralized lifecycle playbooks
Communicate progress, risks, and dependencies to senior stakeholders
Drive post-launch process improvement, standardization, and best practices as the platform scales
Contribute to KPI tracking, forecasting, budgeting, and management reporting
Oversee ongoing lifecycle management for Private Credit and Evergreen platforms, including capital calls distributions, investor reporting, cash-flow monitoring, and liquidity management
Support structuring new vehicles, including analysis of domiciles, legal wrappers, and offering terms
Contribute to the development of scalable and compliant evergreen fund models
Support fundraising activities and lifecycle milestones, integrating operational readiness into fundraising timelines
Partner with Capital Formation leadership and Private Investments management on strategic initiatives
Contribute to customization of investment vehicles (e.g., SMAs and strategic partners)
Qualifications
5–8+ years of relevant experience in private markets, ideally in fund launches, investment operations, product management, strategy, or management consulting within asset management
Strong familiarity with Private Equity and/or Private Credit vehicles, including commingled funds, SMAs, co-investment SPVs, and evergreen structures
Demonstrated ability to lead complex, cross-functional initiatives and manage multiple concurrent workstreams with senior stakeholders
Superior organizational and project management skills, with a results-oriented mindset and the ability to prioritize effectively in fast-paced environments
Highest level of detail-oriented with a proactive approach to problem-solving, risk identification, and process optimization
Strong analytical capabilities, including proficiency in Excel and PowerPoint; experience with data analysis and BI/reporting tools preferred
Excellent written and verbal communication skills, including business writing and stakeholder communications
Experience working with external service providers (e.g., legal counsel, fund administrators, custodians) preferred