Private Investments, Product Launch Analyst

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. The Capital Formation team supports our fundraising and product development efforts, with ownership of the client and product life cycle management. We are looking for a highly organized individual to join our dynamic Capital Formation team. We are seeking a Product Launch Analyst to 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 will partner closely with Investment Teams, Legal, Compliance, Operations, Finance, and Distribution to ensure timely, scalable, and compliant product launches. 

This role is ideal for a candidate with strong project management experience and a passion for driving operational excellence across fundraising and fund lifecycle initiatives. You will play a key role in coordinating multi-year business planning, managing product launch timelines, and standardizing reporting processes to ensure seamless execution. Additionally, you will oversee the daily fund operations and ongoing governance for private credit and evergreen funds. This role 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. This position offers an exciting and high-profile opportunity to support and contribute to the growth of our platform and firm. 

Essential Skills 

The following essential skills are required for the role: 

• Project management and execution–The ideal candidate will partner with the Capital Formation team to develop and manage product launch timelines and fundraising calendars. Experience in overseeing multiple concurrent projects and ensuring smooth execution while driving fast-paced initiatives and collaborating across multiple functional groups and platforms is key to success in this role.  

• Analytical skills –The ideal candidate will utilize data in a succinct way to enable the Capital Formation team to better support multi-year strategic initiatives and align project goals with broader organizational objectives. In addition, the candidate will exhibit strong attention to detail and will have experience standardizing reporting processes and tracking key performance indicators.  

• Superior collaboration and influencing skills – The successful candidate will enjoy contributing to a highly collaborative team. The Product Launch Analyst will build strong trusting relationships internally with colleagues across the firm. The ability to clearly communicate (both verbally and in writing), integrate numerous viewpoints, and mobilize/influence across all levels of the organization is critical.  

• Growth mindset – The ideal candidate will be flexible and open to continue learning, evolving and growing as a business strategist.  The ideal candidate will have a global perspective and creative approach for thinking about innovation and the evolution of the team within the broader asset management industry.   

• Private Credit and/or Evergreen experience – General experience in fund structuring, oversight management and fund operations of private credit and evergreen products. Familiarity with regulatory frameworks and compliance requirements for private credit and evergreen funds. 

Responsibilities 

Areas of responsibility will include but are not limited to: 

Investment Vehicle Launch Execution 

• 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 

Process Excellence & Reporting 

• 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 

Fund Lifecycle & Platform Management 

• 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 

Fundraising & Capital Formation Support 

• Lead workflows supporting fundraising activities and lifecycle milestones, integrating operational readiness into fundraising timelines 

• Partner with Capital Formation leadership and Private Investments management on strategic initiatives 

• Support 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. 

• 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 external service providers (e.g., legal counsel, fund administrators, custodians) preferred. 

• Bachelor’s degree in Business, Finance, or a related field required; advanced degree or professional certification (e.g., PMP) a plus. 

Ideal Backgrounds 

• Investment operations, product, or platform roles at a private equity, private credit, or alternative asset manager. 

• Management consulting with a focus on financial services or asset management. 

• Fund formation, product, or operational roles at a law firm or fund administrator. 

• Strategy or platform roles supporting growth initiatives at private markets firms. 

LOCATION 

based in our Boston office.