APAC Wealth Product Reporting Analyst | Flexible/Remote

CFA Institute; Hong Kong; Hybrid; HKD 520,000 - 900,000; Full time

Job summary

Wellington Management seeks a Product Reporting Analyst, Client Operations APAC, to deliver high-quality reporting and client materials for wealth clients across Asia-Pacific, including Japan. The role blends investment knowledge with analytical rigor and operational precision to produce clear, timely materials for clients and internal stakeholders.

You will maintain standard materials, deliver customized client outputs, and collaborate with internal teams to ensure accuracy, timeliness, and

Qualifications

• Bachelor’s degree and 5+ years of relevant professional experience in the financial services industry.
• Strong written and verbal communication skills in English and Chinese.
• Strong capital markets, investment, or product knowledge, with the ability to translate complex information into clear client materials.
• Excellent quantitative and qualitative analytical skills, with strong attention to detail and a commitment to accuracy.
• Independent self-starter who is also a strong team player, with the ability to manage multiple assignments and deadlines.
• Strong interest in process improvement, automation, and the practical adoption of emerging technologies, including AI, to improve reporting quality and efficiency.

Responsibilities

• Partner closely with APAC Wealth Client Group teams to support the reporting and presentation needs of private banks, wealth platforms, and intermediary clients across the region.
• Produce and maintain high-quality wealth reporting materials, including client presentations, factsheets, fund commentaries, and ad hoc reporting deliverables.
• Coordinate with internal stakeholders to ensure client materials are accurate, timely, and aligned with internal standards.
• Support onboarding of new reporting requirements and customized deliverables for wealth clients, including template maintenance and process documentation.
• Serve as a regional point of contact for APAC wealth reporting matters and identify opportunities to improve reporting quality, standardization, scalability, and efficiency.
• Develop an understanding of APAC Wealth business, client segments, regulatory expectations, and reporting requirements to ensure materials remain relevant.
• Apply knowledge of QLDP-related reporting where relevant; prior experience preferred.
• Work with FE FundInfo and other external platforms to support distribution and maintenance of fund materials.
• Take ownership of standard materials and contribute during peak reporting periods or urgent deadlines.
• Produce recurring monthly and quarterly materials, including customized client reports and client presentations.
• Peer review team deliverables to support accuracy and consistency.

Skills

English & Chinese

Capital markets

Product knowledge

Analytical skills

Self-starter

Process improvement

Automation

AI in reporting

MS Word & Excel

Communication skills

Education

Bachelor’s degree

CFA Level II candidacy

Tools

FE FundInfo

Job description

Wellington Management seeks a Product Reporting Analyst, Client Operations APAC, to deliver high-quality reporting and client materials for wealth clients across Asia-Pacific, including Japan. The role blends investment knowledge with analytical rigor and operational precision to produce clear, timely materials for clients and internal stakeholders.

You will maintain standard materials, deliver customized client outputs, and collaborate with internal teams to ensure accuracy, timeliness, and