Associate, Private Climate Investing

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.

We are seeking a highly motivated and results‑driven Associate to join our Private Climate Investing Team. The Climate Innovation Fund ("CIF") is a growth‑stage fund investing in companies developing solutions that help mitigate and/or adapt to climate change, typically at the Series B‑D stage. The investment strategy spans a broad set of sectors including energy, buildings, smart cities, industrial efficiency/automation, transportation and mobility, and food and agriculture, typically with asset‑light, tech‑enabled solutions involving software, software‑enabled hardware, and data/AI.

The Associate will be involved in all aspects of the deal process and will work directly with our senior investment team to assist in the sourcing, diligence, and management of portfolio companies. The ideal candidate will be a self‑directed, hard‑working team player who is passionate about both private investing and climate. This is a great opportunity for someone looking to join an experienced team and gain the foundations of venture investing and establish a career in VC with potential to progress in Wellington’s Private Investing platform.

• Analytical acumen, modeling, research – strong financial modeling skills, demonstrated analytical capabilities, eagerness to apply expertise in support of CIF. Ability to synthesize disparate information, identify key elements, and translate findings into clear, concise materials. Proven expertise in market mapping and desktop research gained through prior professional experience.
• Superior collaboration and influencing skills – self‑directed, hard‑working team player who contributes to investment efforts. Enjoys a highly collaborative environment and builds strong trusting relationships internally and externally.
• Agility and flexibility – enjoys working in a fast‑paced environment and can move seamlessly across work streams, managing multiple projects and diligence streams simultaneously.
• Relationship building – actively engages in the climate‑tech startup ecosystem, networking with strategic contacts, attending industry events and conferences, building rapport with founders, potential co‑investors, and leadership from CIF portfolio companies.
• Excellent communication skills – clearly communicates through verbal and written materials when interacting with management teams, collaborating with partners, and drafting investment memos and other documents.
• Passion – interest and curiosity for climate change impacts, emerging technologies, and the application of technology to address global challenges.

• Assisting with outbound market research and company mapping activities
• Performing due diligence on prospective portfolio companies
• Building and maintaining company financial models and other analysis on current and prospective investments
• Drafting investment memos and participating in investment committee discussions
• Attending target company management meetings and relevant industry conferences
• Assisting with quarterly and annual reporting needs for Limited Partners
• Completing complex analytical projects under tight time constraints

• Two to four years of prior experience preferably in investment banking, consulting, or venture capital; strong applicants with other relevant experience (e.g., investment management in public markets) will also be considered.
• Strong academic credentials and track record: an undergraduate degree is required.
• Strong collaborative nature, including the ability to respectfully discuss and debate the merits and risks of potential investments with colleagues.
• Ability to…