Wellington Management

Legal Associate

Wellington Management$80K — $150K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in political science, legal studies, business administration, or related field
  • 2-5 years experience at an asset manager with knowledge of capital markets and private funds
  • Intellectually curious with strong problem-solving abilities
  • Excellent interpersonal skills for collaboration and independent work
  • Highly organized and detail-oriented to manage fast-paced workflows
  • Comfortable with data and proficient in Excel, Tableau, and related systems

Responsibilities

  • Develop expertise in fund and deal lifecycles and collaborate with stakeholders
  • Track and input legal attributes of private equity and credit deals
  • Lead design and execution of team workflows and pipeline management tools
  • Synthesize and organize information and enhance recordkeeping practices
  • Develop and maintain playbooks and oversee negotiation of key agreements

Benefits

  • Comprehensive health and wellbeing coverage including medical, dental, and vision
  • Retirement plan with options for health savings and flexible spending accounts
  • Employee assistance programs and life/disability insurance
  • Adoption assistance and back-up childcare support
  • Tuition reimbursement programs and generous paid time off
  • Flexible work environment supporting in-office and remote work as needed
Full Job Description

Position

As a member of the Private Investments Legal Team, the Legal Associate will work closely with a global team of other Legal Associates and Counsel to support our firm’s growing private's business. We are looking for someone who is inquisitive and motivated to learn about private markets and the funds industry.

Responsibilities

The primary responsibilities of this role include, among others:

  • Develop expertise in fund and deal lifecycles, and collaborate with business, investment, and operational colleagues to support various aspects of portfolio investments
  • Contribute to deal process by tracking and inputting legal attributes of various private equity and private credit deals
  • Lead or contribute to the evolving design and execution of team processes, workflows and deal/fund pipeline management tools
  • Synthesize and organize information, create team reference tools, and assist with enhancing and maintaining team recordkeeping practices
  • Contribute to support developing and maintaining playbooks and negotiating, or overseeing external providers assisting with negotiations, of confidentiality agreements and other routine agreements related to private investment transactions and fund formation process

Qualifications

  • Bachelor's degree in political science, legal studies, business administration, or related field of study
  • 2-5 years prior experience working at an asset manager and a working knowledge of global capital markets, private investing, and / or private funds
  • Intellectually curious with strong problem-solving skills
  • Excellent interpersonal skills and an ability to work both independently and as a member of a team
  • Ability to self-start, think creatively and initiate projects that lead to improved scalable workflows and knowledge management for a growing team and business line
  • Highly organized and detail-oriented with the ability to manage fast-paced workflows and competing priorities in a sometimes high pressure environment
  • Flexibility to adapt to the evolving needs of the team and a desire to develop new skills, assume additional responsibilities, and step out of your comfort zone
  • Overall comfort with data and systems with proficiency in Excel, Tableau and similar macros and the ability to learn various internal and external systems and databases that support the Legal and Enterprise Risk Group

JOB TITLE

Legal Associate

JOB FAMILY

Legal

LOCATION

280 Congress

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.

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 80,000 - 150,000

This 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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

Similar Jobs

More Jobs at Wellington Management

More Legal & Accounting Jobs

Find similar Legal Associate jobs: