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.
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 retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.