• Design, build, and maintain incentive compensation models for Sales and Post-Sales teams • Own recurring compensation review cycles end-to-end • Coordinate with our external compensation consultant • Serve as the go-to for inbound compensation questions from the field

• Associate Implementation Analyst will gather core credentials, third-party credentials, product requirements, and client documents • Expected to provide and review product workbooks • Responsible for reviewing and troubleshooting third-party issues • Associate Implementation Analyst will support client validation configuration • The role will have a growing understanding of MeridianLink’s licensed software and its capabilities to educate and provide best practice recommendations to clients • Expected to adhere to project schedules and effectively ensures all project resources meet expected timelines.

• Support Business Continuity, Crisis Management, and Disaster Recovery processes • Conduct and apply BIA – Business Impact Analysis, including information gathering, impact assessment, and documentation of results • Map critical technologies, services, and processes, and develop and maintain Disaster Recovery Plans (DRPs) • Work closely with technical teams to plan, coordinate, and monitor disaster recovery tests, including existing tests and the development of new scenarios • Support and monitor internal and external audits, ensuring proper documentation, evidence, and compliance with requirements • Manage business continuity–related risks, identifying vulnerabilities and proposing mitigation plans • Prepare technical and executive reports with test results, risk assessments, and continuity metrics • Collaborate with multiple teams (technology, risk, compliance, and business) to execute and track continuity-related activities • Develop and maintain documentation such as policies, standards, procedures, reports, and management presentations

Title: Senior Analyst, Private Equity Operations Location: Boston United States Full time Job Description: 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 Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal execution/settlement, and lifecycle management (IPO, restriction tracking, corporate actions, & liquidity events). They will play an integral role in the coordination amongst functional groups when material events occur, and oversight of private placement vendors and other outsourced functions. Additionally, the Operations Analyst will direct the enhancement of existing processes, oversee the implementation and enhancement of supporting technology, and maintain relationships with external vendors. RESPONSIBILITIES - Execute all components of the private equity deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, and corporate actions - Coordinate all aspects of the deal approval & lifecycle management processes directly with private Issuers, as well as internal teams, in particular: internal and external Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams. - Analyze legal documentation related to private transactions to operationalize each deal in which we invest, such as: Stock Purchase Agreements, Credit Agreements, Subscription Agreements, Merger Agreements, etc. - Track deal covenants, restrictions, and position changes for new and existing deals, especially during security creation and lifecycle events. - Coordinate activities when an impactful event has been identified such as IPOs, cleaning of restricted shares, SEC registration, corporate actions, and distributions. - Review and resolve discrepancies on reconciliation reports - cash/position/security master - to ensure the investment book of record is in good order daily. - Adapt and evolve processes, controls, workflows, and systems to support new private funds and new asset classes. - Ensure stakeholders receive consistent, timely and accurate communication for operational events associated with private placements. - Support data needs for all functional teams involved in the private process, in particular, for performance and internal/LP reporting QUALIFICATIONS - 4-7 years supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments, including experience reviewing private investment legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events, with a working knowledge of private fund structures. - Have a deep understanding of private equity investment concepts across a range of asset classes, including equity, real estate, evergreen, secondaries, fund of fund, and PIPEs - Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva) - Ability to leverage strong technical skills to improve operational processes, such as SQL, PowerBI, Tableau, Excel macros & AI. - Intellectual curiosity with strong analytical and problem-solving skills - Excellent organization, attention to detail and time management skills with ability to prioritize work and function with minimal guidance - Ability to think critically to challenge the norm and propose new ideas and solutions - Effective articulation with written and oral communication skills, including the ability to create compelling presentations using MS PowerPoint 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. 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: no range available 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)