At a Glance
- Tasks: Lead the creation and oversight of fund regulatory documentation while collaborating with diverse teams.
- Company: Join Wellington Management, a global leader in investment management with a collaborative culture.
- Benefits: Enjoy a hybrid work environment, flexible hours, and opportunities for professional growth.
- Other info: Diverse workforce encouraged; apply even if you don't meet all qualifications!
- Why this job: Make a real impact in the investment world while developing your skills in a dynamic team.
- Qualifications: 3+ years in asset management, strong project management, and excellent communication skills.
The predicted salary is between 50000 - 65000 £ per year.
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 50 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.
The “Funds Group” sits within the broader Client Platform, and is responsible for the end-to-end fund lifecycle spanning the full range of Wellington’s product offerings worldwide, including equity, fixed income, multi-asset and alternatives strategies. Wellington Management sponsors over 300 commingled investment vehicles globally with AUM of over $150 billion. Within Funds Group this role will predominantly focus on the ‘global’ businesses (“WMF Global”), which as of 30 June 2026, comprised just over 70 funds domiciled predominantly in Luxembourg (UCITS and AIFs) and Ireland (UCITS), as well as in Cayman, Singapore and China, with total assets of circa US$50 billion.
This role sits within the Fund Product team, and presents an exciting opportunity to be part of a rapidly growing group, which develops and oversees a variety of commingled funds offered to a diverse set of Wellington’s clients from over 50 countries worldwide.
Responsibilities
- This role will primarily focus on leading the coordination efforts around the creation, oversight, and maintenance of regulatory documentation for the WMF Global business.
- The role will work very closely with the EMEA Funds Legal team and other Fund Product team members, as well as investment teams and subject matter experts across the business.
- This role will be the point-person for creating or maintaining ‘best in class’ legal and regulatory documentation for various fund activities covering our multiple fund structures and domiciles.
- In addition, the individual may support members of the Fund Product team in the development of funds and related change activity and other ad-hoc strategic or regulatory projects.
Specific responsibilities include:
- Take a leading role in project managing the end-to-end process for the prospectus cycles for our various fund ranges and domiciles.
- Lead and evolve this process for efficiencies as we expand into new distribution markets.
- Establish consistency and quality across the various fund offering documents, including shareholder notices.
- Enhance the coordination and communication around this process with our impacted stakeholders.
- Own the relationship with external vendors responsible for the registration and publication of the prospectus, shareholder notices and other fund documentation.
- Coordinate periodic internal communication summarising upcoming changes and implementation items to the various stakeholder groups impacted by a new fund and fund changes.
Other projects/responsibilities
- Provide general fund expertise and act as subject matter expert to internal stakeholders for client-specific queries.
- Lead or assist with ad hoc Fund Product projects.
- Assist with the management of EMT (European MiFID Template) and EET (European ESG Template) production and dissemination.
- Aid in commercial and fiduciary reviews of the fund range.
Qualifications
- An individual likely to have spent +3 years working within asset management or related industry.
- Preference for individual who has hands-on experience with legal or regulatory documents and content creation.
- Individuals with project management experience.
- Exceptional organisational skills and attention to detail.
- Excellent written and verbal communication skills.
- A desire to evolve as an individual contributor to the team.
- Collaborative and positive mindset, and good inter-personal skills.
- Grace under pressure, an ethos for hard work, and master prioritiser.
We offer a hybrid work environment where both time in the office and remote work play a critical role. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely one day a week as a standard practice and will have flexibility in terms of working hours.
As an equal opportunity employer, Wellington Management considers 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 (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
Fund Product Analyst in London employer: Wellington Management
Wellington Management is an exceptional employer that fosters a collaborative and innovative work culture, particularly for those in the tech space. As a Senior Software Engineer, you will have access to cutting-edge technologies and the opportunity to contribute to impactful investment solutions while enjoying flexible remote work arrangements. The company prioritises employee growth through continuous learning and development opportunities, making it an ideal place for passionate tech professionals looking to make a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Product Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Wellington Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Fund Product Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wellington Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Wellington Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Wellington Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wellington Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Wellington Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Wellington Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.