Fund Product Analyst

About the role

The Position In support of the firm’s 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 Wellington’s growing 1940 Act fund range, with a strong focus on execution, coordination, and process discipline.

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.
• Execute 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 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.
• 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

• Ideal 1–3 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.
• 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.
• A 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.