
Fund Product Analyst
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Job overview
Wellington Management is seeking a Fund Product Analyst to support the growth and ongoing management of its US 1940 Act fund platform. The analyst will work with the Fund Product Manager, the Director of Fund Product, and cross-functional stakeholders on fund development, launches, process improvements, and regulatory documentation for funds offered to US retail investors.
Skills & qualifications
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Full job description
About UsWellington 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 RoleThe PositionIn 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 descriptionThis 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 responsibilitiesSupport coordination with stakeholders regarding potential changes to existing funds. Changes may include: * Investment
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