Fund Product Analyst

Wellington Management is a leading investment management firm offering comprehensive capabilities across global capital markets. They are seeking a Fund Product Analyst to support the development and management of their US Funds platform, coordinating with various stakeholders and ensuring efficient execution of fund initiatives.

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. Responsibilities also include preparing materials for internal governance forums and maintaining 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. The role will also 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. This includes supporting 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. Changes may include: Investment policy updates, portfolio management changes, fee changes, guideline and dealing term updates, and regulatory-driven changes. Responsibilities include tracking these changes through governance processes and supporting 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
• Develop subject matter expertise, proving input and education or various internal stakeholders related to US Wealth, including vehicle structures, regulations, instrument eligibility, product trends, pricing, liquidity, suitability, etc
• 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

Skills

• 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; and familiarity with automation and use of AI to create efficiencies is beneficial
• Familiarity with interval funds, tender offer funds, BDCs, or other alternative structures is beneficial but not essential
• CFA or similar qualification considered a plus, but not essential

Benefits

• Discretionary Corporate Bonus and/ or Incentives, if eligible
• Retirement plan
• Health and wellbeing
• Dental
• Vision
• 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
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week

Company Overview

Company H1B Sponsorship