Fund Product Analyst at Wellington Management | England, LUX | Rezi

Fund Product Analyst at Wellington Management

Fund Product Analyst

Wellington Management · England, LUX

5 days ago

Fund Product Analyst

Wellington Management · England, LUX

6 days ago
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About the Role

This role sits within the Fund Product team, focusing on leading the coordination efforts around the creation, oversight, and maintenance of regulatory documentation for the WMF Global business. It presents an opportunity to be part of a rapidly growing group that develops and oversees commingled funds for diverse clients worldwide.

Responsibilities

  • Lead the coordination of the end-to-end process for prospectus cycles, including new fund approvals and fund changes, working with legal counsel and regulators.
  • Evolve processes for efficiencies as the business expands into new distribution markets.
  • Establish consistency and quality across fund offering documents and embed control and oversight processes.
  • Enhance coordination and communication around documentation updates, regulator comments, client notifications, and implementation updates.
  • Manage relationships with external vendors responsible for registration and publication of fund documentation.
  • Provide general fund expertise and act as a subject matter expert for internal stakeholders on fund documentation changes and shareholder communications.
  • Lead or assist with ad hoc Fund Product projects, including annual fee and prospectus reviews, seed capital and share class reviews, EMT/EET production and dissemination, and commercial/fiduciary reviews.

Requirements

  • Over 3 years of experience in asset management or a related industry.
  • Hands-on experience with legal or regulatory documents and content creation.
  • Direct experience in a product/legal role with proximity to fund vehicles is highly valued.
  • Project management experience.
  • Exceptional organizational skills and attention to detail.
  • Excellent written and verbal communication skills, with the ability to simplify complex information.
  • Willingness to take initiative, demonstrate accountability and ownership, and seek wider audience when necessary.
  • Desire to evolve as an individual contributor and expand responsibilities.
  • Collaborative and positive mindset with good interpersonal skills.
  • Ability to navigate cross-functional projects and establish healthy working relationships.
  • Grace under pressure, an ethos for hard work, and strong prioritization skills.

Skills

  • Project management
  • Legal and regulatory documentation
  • Content creation
  • Fund lifecycle management
  • Communication (written and verbal)
  • Organization
  • Attention to detail
  • Collaboration
  • Interpersonal skills
  • EMT/EET production and dissemination

Location

  • Global

Work Type

  • Hybrid
  • Flexible work

Experience Level

  • 3+ years

Salary/Compensations

  • EUR 45,000-105,000

Benefits

  • Retirement plan
  • Health and wellbeing coverage
  • Dental coverage
  • Vision coverage
  • Pharmacy coverage
  • Health savings account
  • Flexible spending accounts
  • Commuter program
  • Employee assistance program
  • Life insurance
  • Disability insurance
  • Adoption assistance
  • Back-up childcare
  • Tuition reimbursement
  • CFA reimbursement
  • Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

About the Company

  • Wellington Management offers comprehensive investment management capabilities across global capital markets.
  • Their investment solutions cater to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
  • As a private partnership, their ownership structure fosters a long-term perspective aligned with client interests.

Equal Opportunity

  • 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.
  • Assistance is available for candidates with disabilities requiring accommodation to apply for jobs.