APAC Multi-Asset Product Reporting Specialist

CFA Institute; Hong Kong; Hybrid; HKD 500,000 - 750,000; Full time

Job summary

Wellington Management is seeking a Product Reporting Analyst for Client Operations APAC to deliver high-quality product and client reporting across the Asia-Pacific region, including Japan. The role combines investment knowledge, data quality, and clear communication to serve clients, prospects, and consultants.

You will produce monthly and quarterly materials, customize client reports, and collaborate with teams to ensure accurate, timely insights while expanding expertise in portfolio

Qualifications

• Bachelor's degree with 5+ years of relevant professional experience in the financial industry, investment management, or client reporting.
• Strong written and verbal communication skills in English and Chinese, including traditional and simplified Chinese.
• Understanding of capital markets, investment products, and portfolio concepts; desire to deepen investment knowledge.
• Understanding of asset allocation and multi-asset investment strategies.
• Highly analytical and data-driven mindset with strong quantitative skills.
• Independent self-starter who works well in a team and meets tight deadlines.
• Progress toward CFA Level II is preferred.

Responsibilities

• Take ownership of standard product and client materials, ensuring accuracy and timely delivery during peak reporting periods.
• Produce recurring monthly and quarterly materials, including customized client reports and presentations.
• Review team deliverables for accuracy, consistency, and data messaging.
• Partner with Investment Products, Fund Strategies, and Client Group to understand reporting needs and guidelines.
• Cover Multi-Asset products with exposure to other asset classes across APAC.
• Develop practical expertise in asset allocation and multi-asset investment strategies for continued growth in reporting and client service.

Skills

Investment knowledge

Data quality

Communication

English and Chinese

Analytical mindset

Quantitative skills

Attention to detail

Self-starter

Education

Bachelor's degree

CFA Level II (preferred)

Job description

Wellington Management is seeking a Product Reporting Analyst for Client Operations APAC to deliver high-quality product and client reporting across the Asia-Pacific region, including Japan. The role combines investment knowledge, data quality, and clear communication to serve clients, prospects, and consultants.

You will produce monthly and quarterly materials, customize client reports, and collaborate with teams to ensure accurate, timely insights while expanding expertise in portfolio