APAC Multi-Asset Product Reporting Analyst

CFA Institute; Singapore; Hybrid; SGD 70,000 - 110,000; Full time

Job summary

Wellington Management’s APAC Client Operations team seeks a Product Reporting Analyst to deliver high-quality product and client reporting across Asia-Pacific, including Japan. This client-facing role blends investment knowledge, data quality, and clear communication to produce standard materials and customized reports.

The ideal candidate has a Bachelor’s degree with 5+ years in finance, strong English and Chinese, and a solid grounding in asset allocation and multi-asset strategies.

Qualifications

• Bachelor's degree with 5+ years in financial industry or client reporting.
• Fluent in English and Chinese (Traditional and Simplified).
• Strong foundation in capital markets and portfolio concepts.
• Experience with asset allocation and multi-asset strategies.
• Analytical, data-driven, detail-oriented with large data sets.
• CFA Level II preferred.

Responsibilities

• Take ownership of standard product and client materials, ensuring accuracy and on-time delivery.
• Produce monthly and quarterly materials, including customized client reports and presentations.
• Review deliverables for accuracy, consistency, and messaging.
• Collaborate with Investment Products & Fund Strategies and Client Group to understand reporting needs and guidelines.
• Primarily cover Multi-Asset products with exposure to other asset classes in APAC.
• Develop expertise in asset allocation and multi-asset strategies for continued growth in reporting.

Skills

Investment knowledge

Data analysis

English & Chinese

Attention to detail

Team collaboration

Process improvement

Education

Bachelor's degree

Job description

Wellington Management’s APAC Client Operations team seeks a Product Reporting Analyst to deliver high-quality product and client reporting across Asia-Pacific, including Japan. This client-facing role blends investment knowledge, data quality, and clear communication to produce standard materials and customized reports.

The ideal candidate has a Bachelor’s degree with 5+ years in finance, strong English and Chinese, and a solid grounding in asset allocation and multi-asset strategies.