Fund Product Analyst

CFA Institute; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

CFA reimbursement

Paid time off

Job summary

Wellington Management seeks a Fund Product Analyst to support the US Funds platform and collaborate with the Fund Product Manager in New York. The role emphasizes execution, coordination, and process discipline across a growing pipeline of fund initiatives.

You will work with the Funds Legal team and cross-functional groups to ensure timely launches, regulatory readiness, and scalable processes. The position supports governance, education, and ongoing platform build-out.

Qualifications

• Ideally 1–3 years' experience in asset management with exposure to US funds.
• Familiarity with 1940 Act funds and fund initiatives is beneficial.
• Strong organisational and project coordination skills.
• Ability to manage multiple workstreams and maintain high-quality output.
• Collaborative mindset to navigate cross-functional input.
• Excellent written and oral communication; ability to simplify complex topics.
• CFA or similar qualification is a plus.

Responsibilities

• Coordinate fund development and design process with timelines and stakeholder deliverables.
• Assist with the launch, including structuring, launch plans, and regulatory readiness across teams.
• Identify opportunities to improve process efficiency and transparency across stakeholders.
• Draft, oversee, and maintain regulatory documentation with Funds Legal team.
• Support governance materials and lead ad hoc projects as experience develops.
• Develop subject matter expertise and educate internal stakeholders across US Wealth topics.

Skills

Organisational skills

Project coordination

Cross-functional collaboration

Attention to detail

Analytical skills

Communication skills

Problem solving

Adaptability

Team orientation

AI for efficiency

Education

CFA or similar qualification

Tools

Job description

About Us

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.

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. 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.

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 Management's '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

• Ideally 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
• 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.

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 [e-mail].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We 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: USD 80,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• 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)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.