Senior Private Investment Valuation Analyst

Wellington Management

. Serve as the primary valuation analyst for a portfolio of 50+ private investments across late-stage growth companies, pre-IPO issuers, and LP fund interests .

Posted 10/21/2026full-timeBoston • Massachusetts • United StatesSenior💰 $90,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in ASC 820 fair value measurement principles and independent valuation services for private equity investments. Proficient in building valuation models and conducting market research while effectively communicating findings to stakeholders.

Highest-signal resume keywords

ASC 820 Fair Value MeasurementPrivate Company ValuationsValuation Model DevelopmentSQL and Data AnalysisCFA or MBA Progress

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Valuation AnalysisEquity AnalysisNAV AnalysisMarket ResearchValuation MethodologiesFinancial ModelingThird-Party Valuation ReviewAudit SupportFair Value RecommendationsData Calibration

Soft Skills

Interpersonal SkillsPresentation SkillsCommunication SkillsAnalytical SkillsProblem-Solving Skills

Tools & Technologies

PowerBITableauExcel MacrosFactSetCapIQBloombergMarkit

Certifications & Qualifications

CFAMBA

Industry Keywords

Private EquityLate-Stage Growth CompaniesPre-IPO IssuersLP Fund InterestsSEC Regulatory RequirementsMarket Participant AssumptionsGovernance Expectations

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Serve as the primary valuation analyst for a portfolio of 50+ private investments across late-stage growth companies, pre-IPO issuers, and LP fund interests
Serve as a subject matter expert on ASC 820 fair value requirements and related industry guidance
Perform independent valuation services across private equity investments
Lead oversight of third-party valuation providers and review their methodologies, assumptions, market data, calibration practices, and quality control processes
Independently assess third-party conclusions and document agreement, differences, and rationale supporting fair value recommendations
Build valuation models using fundamental research, company financials, quarterly board presentations, and management calls
Review SPAs, LPAs, Charters, and M&A filings to value securities’ rights, terms, and preferences
Conduct market research and analyze industry trends
Support recommendations throughout audit cycles
Design, implement, and enhance valuation policies, methodologies, and controls for private market funds
Support monthly and quarterly valuation cycles for a new evergreen fund
Value private fund interests using NAV analysis, roll-forward methodologies, GP reporting reviews, secondary market data, and other market inputs
Evaluate NAV as a practical expedient and assess circumstances requiring adjustments under applicable accounting guidance
Advance automation initiatives across the Private Equity and LP Fund interest platform
Develop relationships with investors, outsourced providers, and portfolio company management teams
Formulate and update fair value recommendations using creative and in-depth analysis
Prepare, review, and present fair value recommendations, policies, and company updates to the Pricing Committee, auditors, and fund services group
Stay current on SEC and regulatory fair value requirements

Requirements

What you’ll need

4-8 years of applicable valuation experience, including private company valuations, equity analysis, and fair value assessments of private equity, late-stage growth, and other illiquid investments
Deep understanding of ASC 820 fair value measurement principles, including calibration, market participant assumptions, valuation techniques, and governance expectations
Experience reviewing and challenging third-party valuation reports and recommendations
Experience supporting external audits, pricing committee presentations, and documentation supporting fair value conclusions
Strong technical and data skills, such as SQL, PowerBI, Tableau, Excel macros, and LLMs
Strong interpersonal, presentation, and communication skills
Proactive approach to problem identification and resolution
Highly analytical with strong attention to detail and time management skills
Ability to be flexible, self-directed, and think outside the box
Excellent verbal and written communication skills
Designation or demonstrated progress toward CFA or MBA strongly preferred
Experience with FactSet, CapIQ, Bloomberg, and Markit

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Flexible work environment: work remotely 1 day a week