# Product Reporting Analyst (APAC Wealth)

**Company**: Wellington Management
**Location**: Hong Kong
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://wellington.wd5.myworkdayjobs.com/en-US/eFC/job/Central-Hong-Kong-Hong-Kong/Product-Reporting-Analyst_R94585?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_5f00486c-8dd

## Description

The Product Reporting Analyst, Client Operations APAC, will play a crucial role in delivering high-quality reporting and client materials for wealth clients across the Asia-Pacific region, including Japan.

Responsibilities:

- Partner closely with APAC Wealth Client Group teams to support reporting and presentation needs of private banks, wealth platforms, and intermediary clients.

- Produce and maintain high-quality wealth reporting materials, including client presentations, factsheets, fund commentaries, and ad hoc reporting deliverables.

- Coordinate with internal stakeholders to ensure client materials are accurate, timely, and aligned with internal standards.

- Support the onboarding of new reporting requirements and customized deliverables for wealth clients.

- Serve as a regional point of contact for APAC wealth reporting matters and identify opportunities to improve reporting quality, standardization, scalability, and efficiency.

- Develop a strong understanding of the APAC Wealth business, key client segments, regional regulatory expectations, and client reporting requirements.

- Apply knowledge of QLDP-related reporting where relevant.

- Work with FE FundInfo and other external platforms to support the distribution and maintenance of fund materials.

- Take ownership of standard materials and contribute flexibly during peak reporting periods or urgent client deadlines.

- Produce recurring monthly and quarterly materials, including customized client reports and client presentations.

- Peer review team deliverables as needed.

- Partner with Investment Products & Fund Strategies, Client Group, and Fund Reporting to understand investment approaches, reporting needs, production cycles, and guidelines.

Qualifications:

- Bachelor's degree and 5+ years of relevant professional experience in the financial services industry.

- Strong written and verbal communication skills in English and Chinese.

- Strong capital markets, investment, or product knowledge.

- Excellent quantitative and qualitative analytical skills.

- Independent self-starter who is also a strong team player.

- Strong interest in process improvement, automation, and emerging technologies.

- Comfortable using internal and external systems and databases.

- Positive, collegial, and professional approach.

- CFA Level II candidacy or completion is preferred.

## Skills

### Required
- investment management
- product reporting
- client reporting
- analytical skills
- communication skills
- Microsoft Word
- Excel
- Chinese

### Nice to have
- QLDP-related reporting
- CFA Level II

---

Source: [Apply at wellington.wd5.myworkdayjobs.com](https://wellington.wd5.myworkdayjobs.com/en-US/eFC/job/Central-Hong-Kong-Hong-Kong/Product-Reporting-Analyst_R94585?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)