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.

About the Role

The Executive Assistant supports members of the Private Capital Formation team. Wellington has been investing in private markets since 2003 and launched its first dedicated private capital fund in 2014. Today, the privates team currently manages approximately $9 billion in assets and it is the fastest growing investment group within Wellington. The Private Capital Formation team leads fundraising, investor relations, product development and fund management for our private market strategies, including venture, late-stage growth equity and private credit, working closely with the business developers across global channels to grow our private investments platform. The Executive Assistant plays an integral role in supporting the work of this team and collaborates with other assistants in the group and across the firm to meet the needs of the business.

This position works with the Private Capital Formation team on a day-to-day basis but is also part of the Client Platform’s broader administrative team. 

Responsibilities

Duties will include, but are not limited to:

• Logistical coordination of meetings with various constituencies and proactive calendar management

• Meeting preparation including gathering, assembling, and distributing materials

• Preparing internal and client-facing documents and presentation materials

• Attending team meetings and taking/distributing meeting notes

• Obtaining data/information using various internal applications

• Organizing and facilitating team events

• Providing back-up for other department support positions as needed

• Travel coordination with our travel agency including transportation and hotel bookings

• Managing file systems, expense reporting, etc. 

• Diligent coverage of email

•   Assist with ad hoc project work, as required, within immediate team and broader group functions

Qualifications

• Undergraduate degree

• Prior administrative experience and/or investment industry background/interest will be viewed favorably

• Proficiency in MS Office (Word, Outlook, Excel, & PowerPoint); experience with Adobe Acrobat preferred

• Strong interpersonal, verbal, and written communication skills

• Outstanding service orientation; reliable, consistent, proactive, and responsive

• Comfort with technology and learning new tools

• Detail orientation and a general comfort in a data-rich environment

• Excellent organizational, multi-tasking, and prioritization abilities

• Solid work ethic and positive attitude; ability to work independently and as part of a team

• Ability to use good business judgment and maintain confidentiality

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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 GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and