Private Investments, Product Launch Analyst

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, drawing on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.

We are seeking a Product Launch Analyst for the Capital Formation team within the Client Platform. You will project manage the launch and lifecycle management of investment vehicles across Private Equity and Private Credit, including commingled funds, separate accounts, and co‑investment SPVs. This role partners closely with Investment, Legal, Compliance, Operations, Finance, and Distribution teams to ensure timely, scalable, and compliant product launches.

It is ideal for someone who thrives in a fast‑paced, detail‑oriented environment and enjoys being at the intersection of strategy, client operations, and execution.

• Project management and execution – develop and manage product launch timelines and fundraising calendars across multiple concurrent projects.
• Analytical skills – utilize data succinctly to support strategic initiatives and align project goals with broader organizational objectives.
• Superior collaboration and influencing skills – build trusted relationships across the firm, communicate clearly in writing and verbally, and mobilize influence at all levels.
• Growth mindset – flexible, open to continuous learning, evolving, and growing as a business strategist with a global perspective.
• Private Credit and/or Evergreen experience – general experience in fund structuring, oversight management, and operations of private credit and evergreen products, including familiarity with regulatory frameworks and compliance requirements.

• Own end‑to‑end execution of Private Equity and Private Credit investment vehicle launches, from concept through post‑launch stabilization.
• Project manage fund structuring, legal and regulatory documentation, operational setup, and investor onboarding in partnership with cross‑functional 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 of new vehicles, including analysis of domiciles, legal wrappers, and offering terms.
• Partner with Capital Formation leadership and Private Investments management on strategic initiatives and lead workflows supporting fundraising activities.

• 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 work streams with senior stakeholders.
• Superior organizational and project management skills, with a results‑oriented mindset and the ability to prioritize effectively in fast‑paced environments.
• Highly 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…