Job ref no.: CT3126127-01#1311

Fund Product Analyst

Wellington Management Company LLP


Responsibilities

  • Provide internal stakeholders with strong local industry knowledge/intelligence and leadership, regarding the non-US Funds and the local distribution market, in particular
  • Work with the Client Group to on-board clients, determining their preferred trading and clearing methods, reporting requirements and account set up requirements
  • Determine whether these requirements can be accommodated given the WFG funds' unique dealing terms (for example, whether they can accommodate T-1 funds, settlement, etc.) and AML/KYC requirements
  • To the extent that there are new country registration requirements, work on identifying the explicit needs and developing a strong working relationship with local regulators
  • Provide a single point of contact, expertise and escalation for all questions related to the fund features within the APAC time zone.
  • Assist with funds governance (e.g. what can be disclosed and what cannot be disclosed) and product question (e.g. share class availability, fees, handling RFIs) in the region including making decisions in Asia time zone
  • Ensure timely and effective communication between all internal parties, regarding new complex client take-on, new product/fund/share class launches, and major transition events
  • Work with other members of the team to ensure all client queries and daily reporting are processed in a timely efficient manner
  • Assist with the integration and documentation of new workflow processes to enable a smooth and seamless implementation

Qualifications
The successful candidate is likely to:

  • Have 10+ years of relevant non-US Funds experience, gained within the local Asset Management industry and possess thorough understanding in at least one of the following functions - product management, country registration, fund administration and fund governance,
  • Be self-motivated, with a strong sense of ownership, assertive follow-through and organisational skills;
  • Be able to work effectively without close supervision;
  • Demonstrate an excellent working knowledge of the financial services regulatory environment, and a sound understanding of general legal terms/clauses;
  • Have a successful track record of assisting in large projects, including technology-based project work;
  • Demonstrate a strong understanding of the retail registration process and requirements of both Hong Kong and Singapore
  • Knowledge of local fund structures (Singapore, Hong Kong & China)
  • Have excellent communications skills, coupled with a high degree of self-motivation
  • Chinese and/or other Asian language skills would be highly desirable.

Interested parties please click Apply Now to apply job.

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.

 

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More job information
Job ref no. CT3126127-01#1311
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 10 years - 15 years
Career Level
  • Non-management level
Education
  • N/A