Private Investment Valuation Analyst

Employer
Wellington Management Company, LLP
Location
Boston, USA
Salary
Competitive
Posted
Sep 10, 2021
Closes
Oct 10, 2021
Ref
11624622
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
WELLINGTON MANAGEMENT

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.

POSITION

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1 trillion in assets under management as of December 2018, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span 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, and inclusive culture 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.

The Private Investment Valuation Analyst candidate will play a lead role in analyzing complex private and illiquid securities to determine the securities fair value. The determination of the fair value will require the gathering and disseminating of company financial information, ensuring integrity of research, 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 a strong understanding of financial statement analysis, is detail oriented, has a strong sense of responsibility, is a self-starter, 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
  • Perform company research and valuation involving:
    • Analysis of company financials, presentations and business plan milestones
    • Reviewing various legal documents and company filings
    • Conducting due diligence and trend analysis to ensure reliability of data
    • Attendance at company meetings
    • Gathering news stories and pricing information from market data vendors
  • Develop relationships with top Management at Companies under Fair Value coverage
  • Formulate new as well as update existing fair value recommendations, which may require both creative and in depth analysis and valuation methodologies
  • Primary coverage of 20-30 investments across various sectors, such as: software, media, fintech, e-commerce/retail, healthcare, and biotech
  • Prepare, review, and present fair value recommendations, fair value policies and company updates for members of the Pricing Committee
  • Collaborate with various groups throughout the firm including: internal counsel, corporate actions team, global relationship management, securities valuation team, the hedge fund administration group, industry analysts, fixed income trading and portfolio managers
  • Research and resolve client inquiries timely, thoroughly, and accurately
  • Stay abreast of SEC and regulatory fair value requirements
  • Monitor trading activity and news related to halted securities on global exchanges
Qualifications
  • 5-10 years of applicable industry experience including fair value analysis and/or company and security analysis
  • Clear understanding of financial statement analysis
  • Knowledgeable of fixed income and equity instruments
  • Familiarity with sustainability themes such as ESG and/or climate impact
  • Strong interpersonal, presentation and communication skills
  • Exhibits a proactive approach to problem identification and resolution
  • Thoroughness, attention to detail and the ability to think and work independently and within a team environment are a must
  • Strong analytical, organizational, prioritization and multi-tasking skills
  • Demonstrated ability to be flexible, self-directed, and think outside the box
  • Excellent verbal and written communications including presentation and facilitation skills
  • Strong desire to improve and enhance processes
  • Designation of or demonstrated progress towards CFA or MBA strongly preferred
SKILLS

JOB TITLE
Private Investment Valuation Analyst

LOCATION
100 Federal Street

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, 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 GMCANINQ@wellington.com .

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