Product Reporting Analyst (Multi-Asset)

CFA Institute; Hong Kong; Hybrid; HKD 500,000 - 750,000; Full time

Job summary

Wellington Management is seeking a Product Reporting Analyst for Client Operations APAC to deliver high-quality product and client reporting across the Asia-Pacific region, including Japan. The role combines investment knowledge, data quality, and clear communication to serve clients, prospects, and consultants.

You will produce monthly and quarterly materials, customize client reports, and collaborate with teams to ensure accurate, timely insights while expanding expertise in portfolio

Qualifications

• Bachelor's degree with 5+ years of relevant professional experience in the financial industry, investment management, or client reporting.
• Strong written and verbal communication skills in English and Chinese, including traditional and simplified Chinese.
• Understanding of capital markets, investment products, and portfolio concepts; desire to deepen investment knowledge.
• Understanding of asset allocation and multi-asset investment strategies.
• Highly analytical and data-driven mindset with strong quantitative skills.
• Independent self-starter who works well in a team and meets tight deadlines.
• Progress toward CFA Level II is preferred.

Responsibilities

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

Skills

Investment knowledge

Data quality

Communication

English and Chinese

Analytical mindset

Quantitative skills

Attention to detail

Self-starter

Education

Bachelor's degree

CFA Level II (preferred)

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Product Reporting Analyst

Client Operations APAC

Job Description

The Product Reporting Analyst within Client Operations APAC will play an important role in delivering high-quality product and client reporting across the Asia-Pacific region, including Japan. This is a client-facing support role at the intersection of investment knowledge, data quality, and effective communication. The analyst will maintain and produce standard marketing and client materials, develop customized client reporting, and help ensure that clients, prospects, and consultants receive accurate, timely, and insightful information. The role offers the opportunity to build deep expertise in the investment approaches covered by the team, including portfolio outlook, process, positioning, strategy, and the current market environment.

Responsibilities

• Take ownership of standard product and client materials, ensuring they are accurate, clear, and delivered on time, while contributing flexibly during peak reporting periods
• Produce recurring monthly and quarterly materials, including customized client reports and client presentations
• Review team deliverables as needed to help ensure accuracy, consistency, and reasonability of data and messaging
• Partner closely with Investment Products & Fund Strategies and the Client Group to understand investment approaches, client reporting needs, and the marketing and reporting guidelines that govern our activities
• Primarily cover Multi-Asset products, with exposure to other asset classes across the APAC business
• Develop practical expertise in asset allocation and multi-asset investment strategies, building a strong foundation for continued growth in investment reporting and client service

Qualifications

The ideal candidate will bring strong investment curiosity, sound judgment, and the ability to produce high-quality work in a collaborative, client-focused environment. Qualifications include:

• Bachelor's degree with 5+ years of relevant professional experience in the financial industry, investment management, or client reporting
• Strong written and verbal communication skills in English and Chinese, including traditional and simplified Chinese
• A strong foundation in capital markets, investment products, and portfolio concepts, with curiosity to continue deepening investment knowledge
• Understanding of asset allocation and multi-asset investment strategies
• Highly analytical and data-driven mindset, with strong quantitative skills and confidence working with large and complex data sets
• Excellent quantitative and qualitative skills, strong attention to detail, and a commitment to delivering work that meets a high professional standard
• Independent self-starter who works well in a team environment and can manage multiple assignments against strict and competing deadlines driven by prospects, consultants, and clients
• Interest in process improvement, automation, and the thoughtful adoption of emerging technologies, including AI
• Positive, collegial attitude and a high level of professionalism
• Progress toward CFA Level II is preferred

Not sure you meet 100% of our qualifications? That's ok. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail] .

We believe that in person interactions inspire and energize our community and are essential to our culture.

Work Arrangements

• In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.