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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

Wellington’s Private Investment platform (“PI”) currently manages over $8 billion in committed capital across a broad range of private equity and credit strategies including late-stage growth, climate growth, early-stage venture, real estate debt, and growth lending. We have built broad private market capabilities powered by the innovative spirit of a boutique and the resources and stability of a global investment manager. We aim to use our global scale, sector research, and market reach to help partner with innovative, disruptive companies in the private market. Our industry networks, deep insights, and our private and public markets expertise make us strong partners for entrepreneurs. As a fast-growing investment group within Wellington, PI provides an exciting opportunity for a mid-career stage private investment professional to grow his or her skills and career.

THE POSITION

We are seeking to recruit an experienced Principal for our Private Climate Investing Team, who will be responsible for investing as part of Wellington’s Climate Innovation Fund (“CIF”). CIF is a growth stage fund investing in companies developing solutions that help mitigate and/or adapt to climate change, at the Series B-D stage. The investment strategy spans a broad set of sectors including energy, buildings, smart cities, industrial efficiency, transportation and mobility, and food and agriculture, typically with asset-light tech-enabled solutions involving software, software-enabled hardware, and data/AI.

The Principal will be responsible for generating deal flow, conducting in-depth due diligence, managing deal processes, developing investment recommendations, and managing ongoing support of portfolio companies. In addition, the candidate will help oversee and develop high performing talent and work across the Wellington platform with impact, investing, value creation, and capital formation teams. The ideal candidate will be a self-directed, hard-working team player who has direct relevant experience and passion for private investing, transformative technologies, and climate.

This position will primarily be located in New York City, with potential to be based in Boston or San Francisco for the right candidate.

ESSENTIAL SKILLS

The following essential skills are required for the role:

Investment Acumen and passion

+ 8-15 years of experience with a track record of playing a key role in leading comprehensive due diligence for investments in Series B-D stage companies.

+ Industry sector knowledge, particularly in energy transition (required), with additional experience in areas such as the built environment, industrial automation, food and agriculture, transportation and mobility, and climate resilience.

+ Expertise in financial analysis, modeling, valuation, market analysis, technology assessment, competitive analysis and management team evaluation, using a research-driven, bottom-up approach.

+ Demonstrated ability to navigate and win competitive and fast-moving deal processes.

+ Strong grasp of relevant technologies, including but not limited to SaaS, AI/data analytics, software-enabled hardware, IoT connectivity and compute, electrification, and infrastructure.

+ Interest in climate innovation with a keen understanding of how investment opportunities align with the fund’s mandate.

Sourcing and Network

+ Proven success sourcing new deal opportunities through deep thematic research, idea generation, and extensive networking within the climate and tech ecosystems.

+ Demonstrated intense passion and curiosity to be at the forefront of industry trends, news, and emerging technologies.

+ Ability to identify and gain access to promising and disruptive companies before they are widely known.

Collaboration and Influence

+ Operates effectively as both an individual contributor and collaborative team member and embraces the benefits of overlapping lines of idea generation.

+ Build strong, trusting relationships externally with company management teams, industry contacts, clients and prospects as well as internally with colleagues.

+ Communicates (both verbally and in writing) clearly, succinctly, and with conviction when interacting with management teams, collaborating with internal and external partners, and when drafting and articulating investment memos.

+ Constructively contributes to open, insightful investment discussions.

Growth mindset

+ Demonstrated intellectual curiosity and commitment to ongoing learning and development.

+ Brings a global perspective and creative thinking to innovation and the future of private market investing.

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_ _r_ _ace, 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_ [email protected]_ _._

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 100,000 - 225,000

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)

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)