APAC Wealth Product Reporting Specialist

Wellington Management Co; Hong Kong; Hybrid; HKD 600,000 - 900,000; Full time

Job summary

Wellington Management is seeking a Product Reporting Analyst in APAC to deliver high-quality wealth reporting materials for clients across Asia-Pacific, including Japan. You will combine investment knowledge with analytics and operational discipline to produce accurate, timely client materials.

Responsibilities include maintaining standard reports, producing customized deliverables, coordinating with cross-functional teams, and supporting new reporting requirements while exploring automation and

Qualifications

• Bachelor’s degree and 5+ years in financial services, preferably in investment or client reporting.
• Strong written and verbal communication in English and Chinese.
• Strong capital markets or product knowledge with ability to translate complex info into client materials.
• Excellent quantitative and qualitative analytical skills with attention to detail.
• Independent self-starter and team player, capable of managing multiple deadlines.
• Interest in process improvement, automation, and AI to enhance reporting quality.
• Proficiency with Microsoft Word and Excel.

Responsibilities

• Partner with APAC Wealth Client Group to support reporting needs for private banks, wealth platforms, and intermediary clients.
• Produce and maintain wealth reporting materials, including client presentations, factsheets, and fund commentaries.
• Coordinate with internal stakeholders to ensure accuracy, timeliness, and alignment with standards.
• Support onboarding of new reporting requirements and customized deliverables for wealth clients.
• Serve as regional point of contact for APAC wealth reporting and identify opportunities to improve quality and efficiency.
• Develop understanding of APAC Wealth business, client segments, and regional regulatory expectations.
• Produce monthly and quarterly materials, including customized client reports and presentations.

Skills

English & Chinese communication

Analytical skills

Attention to detail

Process improvement & AI interest

MS Word & Excel

Strong communication (written)

Education

Bachelor's degree

CFA Level II candidacy

Job description

Wellington Management is seeking a Product Reporting Analyst in APAC to deliver high-quality wealth reporting materials for clients across Asia-Pacific, including Japan. You will combine investment knowledge with analytics and operational discipline to produce accurate, timely client materials.

Responsibilities include maintaining standard reports, producing customized deliverables, coordinating with cross-functional teams, and supporting new reporting requirements while exploring automation and