Fund Product Analyst

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.

The Position

In support of the firms exciting growth opportunity in the US Wealth channel we are currently seeking to recruit a high-quality Fund Product Analyst to join our Funds team in the US. This individual will partner closely with our Fund Product Manager based in New York and support the continued build out of our 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 our 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 Wellingtons 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.

job description

This role reports to the Director of Fund Product and will work closely on a day-to-day basis with the Fund Product Manager (New York) acting as a key support resource across fund development and platform initiatives. The role will also partner with Wellington Managements 40 Act funds stakeholder group comprising members of sales product management servicing legal compliance risk operations and tax teams. Specific responsibilities include:

• 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.

Other responsibilities

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.

qualifications

We seek individuals who can demonstrate:

• Ideally 13 years experience in asset management with exposure to the US funds industry and experience supporting 40 Act fund initiatives.
• Familiarity with interval funds tender offer funds BDCs or other alternative structures is beneficial but not essential
• 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 us of AI to create efficiencies is beneficial
• CFA or similar qualification considered a plus but not essential.

Not sure you meet 100% of our qualifications Thats 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 skills workplace experiences and backgrounds.

Not sure you meet 100% of our qualifications Thats 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. 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 .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: