Wellington Management
Wellington Management
Wellington Management एक स्वतंत्र परिसंपत्ति प्रबंधन फर्म है, जिसकी स्थापना 1928 में हुई थी और जिसका मुख्यालय बोस्टन में है। कंपनी ग्राहकों की 1 ट्रिलियन अमेरिकी डॉलर से अधिक की परिसंपत्तियों का प्रबंधन करती है और इक्विटी, निश्चित आय, वैकल्पिक रणनीतियों तथा निजी निवेशों में निवेश समाधान विकसित करती है। इसकी टीमें व्यापक निवेश अनुसंधान को स्वतंत्र रूप से प्रबंधित पोर्टफोलियो समूहों के साथ जोड़कर एकीकृत रणनीतियों के माध्यम से ग्राहकों की सेवा करती हैं। इस कार्य को सहयोग, नवाचार और जवाबदेही पर केंद्रित संस्कृति का समर्थन प्राप्त है। Wellington Management में नौकरी के अवसर वैश्विक वित्तीय सेवा संगठन के भीतर निवेश, अनुसंधान, प्रौद्योगिकी, संचालन और अन्य कार्यों से जुड़े हो सकते हैं।

Senior Private Investment Valuation Analyst

Lead fair value analysis for private equity, limited partnership interests, and other illiquid investments at Wellington Management. Build valuation models, oversee governance, and present recommendations.

विवरण

  • Lead valuation for a portfolio of more than 50 private investments, including late-stage growth companies, pre-IPO issuers, and limited partnership fund interests.
  • Apply ASC 820 fair value requirements and related industry guidance as a subject matter expert.
  • Conduct independent valuations of private equity investments.
  • Oversee third-party valuation providers and assess their methods, assumptions, market data, calibration, and quality controls.
  • Evaluate third-party conclusions independently and document areas of agreement or difference, with rationale for fair value recommendations.
  • Develop valuation models informed by fundamental research, company financials, quarterly board presentations, and management discussions.
  • Review purchase and sale agreements, limited partnership agreements, charters, and merger and acquisition filings to assess security rights, terms, and preferences.
  • Research markets and analyze industry trends.
  • Support valuation recommendations throughout audit cycles.
  • Design, implement, and improve valuation policies, methods, and controls for private market funds.
  • Support monthly and quarterly valuation cycles for a new evergreen fund.
  • Value private fund interests using net asset value analysis, roll-forward methods, general partner reporting, secondary market data, and other market inputs.
  • Assess net asset value as a practical expedient and determine when adjustments are needed under applicable accounting guidance.
  • Advance automation initiatives across the private equity and limited partnership fund interest platform.
  • Build relationships with investors, outsourced service providers, and portfolio company management teams.
  • Develop and update fair value recommendations through creative, in-depth analysis.
  • Prepare, review, and present fair value recommendations, policies, and company updates to the Pricing Committee, auditors, and fund services group.
  • Keep current with SEC and regulatory requirements for fair value.

आवश्यकताएँ

  • Bring 4–8 years of relevant valuation experience, including private company valuations, equity analysis, and fair value assessments of private equity, late-stage growth, and other illiquid investments.
  • Have deep knowledge of ASC 820 fair value measurement, including calibration, market participant assumptions, valuation methods, and governance expectations.
  • Have experience reviewing and challenging third-party valuation reports and recommendations.
  • Have experience supporting external audits, pricing committee presentations, and documentation of fair value conclusions.
  • Demonstrate strong technical and data capabilities, such as SQL, Power BI, Tableau, Excel macros, and LLMs.
  • Bring strong interpersonal, presentation, and communication abilities.
  • Take initiative in identifying and resolving problems.
  • Be highly analytical, detail-oriented, and skilled at managing time.
  • Be flexible, self-directed, and able to think creatively.
  • Communicate effectively in writing and verbally.
  • Hold a CFA or MBA designation, or have made demonstrated progress toward one; strongly preferred.
  • Have experience with FactSet, CapIQ, Bloomberg, and Markit.

लाभ

  • Discretionary corporate bonus and/or incentives, if eligible
  • Retirement plan
  • Health and wellbeing coverage
  • Dental coverage
  • Vision coverage
  • Pharmacy coverage
  • Health savings account
  • Flexible spending accounts
  • Commuter program
  • Employee assistance program
  • Life and disability insurance
  • Adoption assistance
  • Back-up childcare
  • Tuition and CFA reimbursement
  • Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
  • Flexible work arrangement with remote work one day per week

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