Fund Product Analyst
About The Position
In support of the firm’s exciting growth opportunity in the US Wealth channel, Wellington Management is seeking to recruit a high-quality Fund Product Analyst to join its Funds team in the US. This individual will partner closely with the Fund Product Manager based in New York and support the continued build out of the US Funds platform alongside broader global Fund Product colleagues. Wellington Management sponsors over 300 commingled investment vehicles globally with AUM of over $150 billion. This role will play a key part in delivering against the firm's growing '40 Act platform by supporting execution, coordination, and analysis across a range of commingled fund initiatives that will be offered broadly to US retail investors through a wide range of financial intermediaries. The Fund Product Analyst is responsible for supporting the development, implementation, and ongoing management of Wellington’s growing 1940 Act fund range, with a strong focus on execution, coordination, and process discipline. This role is intended to expand capacity within the US Funds team and directly support the Fund Product Manager and broader Funds group, in delivering against a growing pipeline of fund initiatives.
Requirements
- Ideally 1–3 years’ experience in asset management, with exposure to the US funds industry and experience supporting ’40 Act fund initiatives.
- Strong organisational and project coordination skills, with the ability to manage multiple workstreams, track deliverables, and maintain high-quality output across competing priorities.
- Collaborative and flexible mindset to navigate cross-functional input where priorities and client needs may evolve.
- Good business judgement, a willingness to take initiative, and a demonstrated sense of accountability and ownership.
- Grace under pressure, an ethos for hard work, being organised and demonstrating responsiveness/follow-through
- High level of intellectual curiosity and exceptional attention to detail.
- Excellent written and oral communication skills, including the ability to simplify complex topics.
- Positive, collegial attitude, sense of humor and a strong team orientation.
- Strong analytical skills
Nice To Haves
- Familiarity with interval funds, tender offer funds, BDCs, or other alternative structures is beneficial but not essential
- Familiarity with automation and use of AI to create efficiencies is beneficial
- CFA or similar qualification considered a plus, but not essential.
Responsibilities
- Support and help coordinate the fund development and design process, ensuring timelines, inputs, and stakeholder deliverables are effectively tracked and progressed. This includes contributing to new product approvals, developing knowledge of target market objectives and constraints, navigating applicable regulations, analyzing competitors, and supporting platform build out while balancing commercial outcomes, scaling efficiently, and risk mitigation.
- Prepare materials for internal governance forums and maintain clear audit trails of decisions and approvals.
- Support the execution of all aspects of the fund launch, including structuring and fund terms, maintaining detailed launch plans, tracking milestones, and coordinating inputs across stakeholders.
- Contribute to fund positioning in launch materials and client communications, with a focus on ensuring readiness across operational, legal, and distribution components, and that stakeholders are equipped to represent the fund to clients and prospects.
- Identify opportunities to improve process efficiency, consistency, and transparency across stakeholders, helping to institutionalize best practices and procedures as the platform scales.
- Support clear expectation setting around time to market, operational setup, reporting requirements, and issue resolution.
- Play a key role in coordinating the drafting, oversight, and maintenance of regulatory documentation, working closely with the Funds Legal team and other Fund Product colleagues.
- Support coordination with stakeholders regarding potential changes to existing funds, including investment policy updates, portfolio management changes, fee changes, guideline and dealing term updates, and regulatory-driven changes.
- Track changes through governance processes and support timely and accurate implementation.
- Contribute to or coordinate drafting of required disclosure amendments to offering documentation, navigating these through relevant governance forums for approval and implementation, and ensuring consistency across supporting materials and marketing documentation.
- Develop subject matter expertise over time, supporting input and education for internal stakeholders across US Wealth topics, including vehicle structures, regulations, instrument eligibility, product trends, pricing, liquidity, and suitability, with guidance from senior Fund Product team members.
- Support preparation of materials for internal governance committees, policy maintenance, and Board reporting, with opportunities to lead and present as experience develops.
- Lead or assist with ad hoc projects, including initiatives aligned to the build out and scaling of the US Funds platform, and provide general troubleshooting support.
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- 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 (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
