Product Reporting Analyst (APAC Wealth)
Core
Producing high-quality wealth reporting materials, client presentations, and customized deliverables for private banks and wealth platforms across the Asia-Pacific region.
Role type
Senior IC product reporting analyst (wealth)
Builds
Client presentations, factsheets, fund commentaries, and ad hoc reporting deliverables
Domain
Wealth management / Financial services
Deliverable
dashboards & analysis
Required skills
Investment management knowledge, quantitative and qualitative analytical skills, process documentation, template maintenance, data accuracy, Microsoft Word and Excel proficiency
Preferred skills
QLDP reporting experience, CFA Level II candidacy, AI/automation adoption interest, FE FundInfo platform familiarity
Technologies
Microsoft Word, Microsoft Excel, FE FundInfo, QLDP
Responsibilities
Produce and maintain wealth reporting materials including client presentations and factsheets; Coordinate with internal stakeholders to ensure material accuracy and timeliness; Support onboarding of new reporting requirements and customized deliverables; Serve as regional point of contact for APAC wealth reporting matters; Develop understanding of APAC Wealth business, client segments, and regulatory expectations; Peer review team deliverables for accuracy and consistency.