APAC Wealth Reporting Analyst — Remote 1 Day/Week

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

Job summary

Wellington Management is seeking a Product Reporting Analyst for Client Operations APAC in Hong Kong. The role focuses on delivering high-quality reporting and client materials for wealth clients across Asia-Pacific, including Japan.

You will maintain standard materials, develop customised deliverables, and deepen understanding of investment approaches and market environments. You will collaborate closely with APAC Wealth Client Groups, Investment Products & Fund Strategies, and Compliance to

Qualifications

• Bachelor's degree and 5+ years of relevant professional experience in financial services, preferably investment management or client reporting.
• Strong written and verbal communication in English and Chinese.
• Strong capital markets, investment knowledge with ability to translate complex information into client materials.
• Excellent quantitative and qualitative analytical skills with high attention to detail.
• Independent self-starter who collaborates well and meets tight deadlines.
• Interest in process improvement, automation, and adopting AI to improve reporting quality and efficiency.
• Proficient in Microsoft Word and Excel; CFA Level II candidacy preferred.

Responsibilities

• Partner with APAC Wealth Client Group to support reporting and presentation needs for private banks and wealth platforms.
• Produce and maintain high-quality wealth reporting materials, including client presentations and fund commentaries.
• Coordinate with internal stakeholders to ensure accuracy, timeliness, and consistency of client materials.
• Support onboarding of new reporting requirements and customised deliverables, including process documentation.
• 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 regulatory expectations to keep materials relevant.
• Apply knowledge of QLDP-related reporting where relevant; CFA is preferred.
• Collaborate with FE FundInfo and external platforms for distribution and maintenance of fund materials.
• Take ownership of standard materials and assist during peak periods or urgent deadlines.
• Produce recurring monthly and quarterly materials and client reports and presentations.
• Peer review team deliverables to ensure data accuracy and consistency.
• Work with Investment Products & Fund Strategies, Client Group, and Fund Reporting to align with marketing guidelines.

Skills

English and Chinese proficiency

Strong capital markets knowledge

Analytical skills

Detail-oriented

Independent yet collaborative

Process improvement / automation

Microsoft Word and Excel

Education

Bachelor's degree

CFA Level II candidacy preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Wellington Management is seeking a Product Reporting Analyst for Client Operations APAC in Hong Kong. The role focuses on delivering high-quality reporting and client materials for wealth clients across Asia-Pacific, including Japan.

You will maintain standard materials, develop customised deliverables, and deepen understanding of investment approaches and market environments. You will collaborate closely with APAC Wealth Client Groups, Investment Products & Fund Strategies, and Compliance to