APAC Multi-Asset Reporting & Client Insights Analyst

CFA Institute; Hong Kong; Hybrid; HKD 600,000 - 900,000; Full time

Benefits offered by this job

4 days in-office, 1 day remote

Equal opportunity employer

Flexible work arrangement

Job summary

Wellington Management is seeking a Product Reporting Analyst in our APAC Client Operations team in Hong Kong. The role focuses on delivering high-quality product and client reporting across Asia-Pacific, including Japan, and involves creating customized client reporting and marketing materials.

The ideal candidate has 5+ years in financial reporting, strong English and Chinese communication, and a solid understanding of capital markets and asset allocation.

Qualifications

• Bachelor's degree with 5+ years of relevant experience in financial industry, investment management, or client reporting.
• Strong written and verbal communication in English and Chinese, including traditional and simplified Chinese.
• Foundations in capital markets, investment products, and portfolio concepts.
• Understanding of asset allocation and multi-asset investment strategies.
• Analytical mindset with ability to handle large data sets and deliver high-quality work.
• Independent, team-oriented with ability to meet tight deadlines.
• Interest in automation and emerging technologies, including AI.

Responsibilities

• Take ownership of standard product and client materials, ensuring accuracy and timely delivery.
• Produce monthly and quarterly materials including customized client reports and presentations.
• Review deliverables for accuracy, consistency, and messaging.

Skills

Investment reporting

Bilingual English/Chinese

Data analysis

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

Excel

SQL

Power BI

Job description

Wellington Management is seeking a Product Reporting Analyst in our APAC Client Operations team in Hong Kong. The role focuses on delivering high-quality product and client reporting across Asia-Pacific, including Japan, and involves creating customized client reporting and marketing materials.

The ideal candidate has 5+ years in financial reporting, strong English and Chinese communication, and a solid understanding of capital markets and asset allocation.