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.