Multi-Asset Product Reporting Analyst APAC (Hybrid)

Wellington Management Co; Hong Kong; Hybrid; HKD 550,000 - 734,000; Full time

Job summary

Wellington Management seeks a Product Reporting Analyst to deliver high-quality product and client reporting across the APAC region, including Japan. The role blends investment knowledge, data quality, and clear communication to produce standard materials and customized reports, with exposure to portfolio outlook, process, and market context.

The ideal candidate will have 5+ years in financial reporting, strong English and Chinese, and a mindset focused on data-driven insights and continuous

Qualifications

• Bachelor’s degree with 5+ years of relevant professional experience in the financial industry.
• Strong written and verbal communication in English and Chinese (traditional and simplified).
• Foundation in capital markets, investment products, and portfolio concepts.
• Understanding of asset allocation and multi-asset investment strategies.
• Analytical, data-driven mindset with ability to handle large data sets.
• Progress toward CFA Level II is preferred.

Responsibilities

• Take ownership of standard product and client materials, ensuring accuracy, clarity, and timely delivery during peak reporting periods.
• Produce recurring monthly and quarterly materials, including customized client reports and client presentations.
• Review team deliverables to ensure data accuracy, messaging consistency, and reasonableness.
• Partner with Investment Products & Fund Strategies and Client Group to understand reporting needs and guidelines across APAC.
• Cover Multi-Asset products with exposure to other asset classes in APAC, building expertise in asset allocation and investment strategies.

Skills

-English & Chinese communication

Analytical mindset

Quantitative skills

Asset allocation knowledge

AI awareness

Education

Bachelor's degree

Job description

Wellington Management seeks a Product Reporting Analyst to deliver high-quality product and client reporting across the APAC region, including Japan. The role blends investment knowledge, data quality, and clear communication to produce standard materials and customized reports, with exposure to portfolio outlook, process, and market context.

The ideal candidate will have 5+ years in financial reporting, strong English and Chinese, and a mindset focused on data-driven insights and continuous