APAC Product Reporting Analyst — Client Insights & Reports

eFinancialCareers Ltd.; Hong Kong; Hybrid; HKD 480,000 - 720,000; Full time

Job summary

Wellington Management is seeking a Product Reporting Analyst in the APAC region. The role focuses on delivering high-quality product and client reporting across Asia-Pacific, including Japan, with responsibilities spanning standard materials and customized client reports.

You will collaborate with Investment Products & Fund Strategies and the Client Group, supporting multi-asset coverage and fostering data-driven, accurate communications for clients and consultants.

Qualifications

• Bachelor's degree with 5+ years of related experience in the financial industry or client reporting.
• Strong written and verbal communication skills in English and Chinese, including traditional and simplified Chinese.
• Solid foundation in capital markets, investment products, and portfolio concepts.
• Analytical and data-driven with the ability to work with large and complex data sets.
• Interest in process improvement and emerging technologies, including AI.

Responsibilities

• Take ownership of standard product and client materials, ensuring they are accurate, clear, and delivered on time.
• Produce recurring monthly and quarterly materials, including customized client reports and client presentations.
• Review team deliverables for accuracy, consistency, and reasonableness of data and messaging.
• Partner with Investment Products & Fund Strategies and the Client Group to understand reporting needs and guidelines.
• Cover Multi-Asset products with exposure to other asset classes across the APAC region.

Skills

Investment reporting

Data analysis

Communication skills

English Chinese bilingual

CFA Level II preferred

Education

Bachelor's degree

Job description

Wellington Management is seeking a Product Reporting Analyst in the APAC region. The role focuses on delivering high-quality product and client reporting across Asia-Pacific, including Japan, with responsibilities spanning standard materials and customized client reports.

You will collaborate with Investment Products & Fund Strategies and the Client Group, supporting multi-asset coverage and fostering data-driven, accurate communications for clients and consultants.