Fund Product Analyst
Core
Support the development, implementation, and ongoing management of Wellington's 1940 Act commingled fund range for US retail investors.
Role type
Fund Product Analyst
Builds
US Funds platform and 1940 Act fund initiatives
Domain
Asset Management / Investment Funds
Deliverable
product features
Required skills
project coordination, regulatory navigation, stakeholder management, process improvement, governance support, analytical skills
Preferred skills
familiarity with interval funds, tender offer funds, BDCs, automation, AI usage, CFA qualification
Technologies
AI tools for efficiency
Responsibilities
Coordinate fund development and design process; support fund launch execution and structuring; improve process efficiency and transparency; coordinate regulatory documentation drafting; manage changes to existing funds; prepare materials for internal governance committees.
Seniority
Junior to Mid-level, hands-on IC