Fund Product Analyst

Wellington Management Company; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and dental benefits

Flexible spending accounts

Tuition/CFA reimbursement

Job summary

Wellington Management Company is looking for a high-quality Fund Product Analyst to join their Funds team in Boston. In this role, you will support the development and management of their expanding 1940 Act fund range, collaborating with the Fund Product Manager in New York.

The ideal candidate will have 1-3 years of experience in asset management and a strong organizational mindset. The position offers a salary range of USD 80,000–150,000, along with competitive benefits, including a retirement plan and flexible working arrangements.

Qualifications

• 1-3 years’ experience in asset management with exposure to the US funds industry.
• Strong organizational and project coordination skills.
• High level of intellectual curiosity and attention to detail.

Responsibilities

• Coordinate the fund development process and track timelines.
• Prepare materials for internal governance forums.
• Support execution of fund launches and coordinate with stakeholders.
• Identify opportunities for process improvement.

Skills

Organizational skills

Project coordination

Analytical skills

Communication skills

Tools

Automation tools

Job description

About the Role

Wellington Management is expanding its US Wealth channel and is seeking a high‑quality Fund Product Analyst to join our Funds team in the United States. The Analyst will partner closely with the Fund Product Manager in New York to support the development, launch, and ongoing management of our growing 1940 Act fund range, ensuring execution, coordination, and process discipline across a broad portfolio of commingled funds marketed to US retail investors.

Responsibilities

• Coordinate the fund development and design process, tracking timelines, inputs, and stakeholder deliverables to progress new product approvals and platform build‑out.
• Prepare materials for internal governance forums and maintain clear audit trails of decisions and approvals.
• Support execution of all aspects of fund launches, including structuring, fund terms, detailed launch plans, milestone tracking, and cross‑stakeholder coordination.
• Contribute to fund positioning in launch materials and client communications, ensuring readiness across operational, legal, and distribution components.
• Identify opportunities to improve process efficiency, consistency, and transparency, institutionalizing best practices as the platform scales.
• Coordinate drafting, oversight, and maintenance of regulatory documentation in collaboration with the Funds Legal team and other Fund Product colleagues.
• Support coordination with stakeholders regarding potential changes to existing funds, tracking updates through governance processes and ensuring timely implementation.

Qualifications

• 1–3 years’ experience in asset management with exposure to the US funds industry and experience supporting 1940 Act fund initiatives.
• Familiarity with interval funds, tender‑offer funds, BDCs, or other alternative structures is beneficial but not essential.
• Strong organizational and project coordination skills, managing multiple workstreams and tracking deliverables with high‑quality output across competing priorities.
• Collaborative mindset to navigate cross‑functional input where priorities and client needs may evolve.
• Good business judgement, willingness to take initiative, and demonstrated sense of accountability and ownership.
• Grace under pressure with an ethos for hard work, organization, and responsiveness/follow‑through.
• High level of intellectual curiosity and exceptional attention to detail.
• Excellent written and oral communication skills, simplifying complex topics.
• Positive, collegial attitude, sense of humor, and strong team orientation.
• Strong analytical skills; familiarity with automation and use of AI to create efficiencies is beneficial.
• CFA or similar qualification considered a plus but not essential.

Compensation

Base salary range USD 80,000–150,000. The total compensation approach includes base salary, variable compensation, discretionary corporate bonus, and incentives where eligible. Other rewards may include elective bonuses and benefits.

Benefits

Retirement plan, health and well‑being, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, paid time off, and a flexible work environment. Employees work from office 4days a week with flexibility to work remotely 1day a week.

Equal Opportunity Employment

Wellington Management is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, veteran status, genetic information, or any other characteristic protected by applicable law. If you are a candidate with a disability, you may request an accommodation by emailing [e-mail].