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
Product Reporting Analyst (Client Operations)
Builds
Client presentations, factsheets, fund commentaries, and ad hoc reporting deliverables for wealth clients.
Domain
Financial Services / Wealth Management / Investment Management
Deliverable
dashboards & analysis
Required skills
Investment management knowledge, quantitative and qualitative analytical skills, attention to detail, process documentation, template maintenance, data accuracy, Microsoft Word and Excel proficiency, English and Chinese language proficiency
Preferred skills
CFA Level II candidacy or completion, experience with QLDP-related reporting, experience with FE FundInfo or similar external platforms, interest in process improvement and automation
Technologies
Microsoft Word, Microsoft Excel, FE FundInfo, QLDP
Responsibilities
Partner with APAC Wealth Client Group teams to support reporting needs; Produce and maintain wealth reporting materials; Coordinate with internal stakeholders for accuracy and alignment; Support onboarding of new reporting requirements; Serve as regional point of contact for reporting matters; Develop understanding of APAC Wealth business and regulatory expectations; Apply knowledge of QLDP-related reporting; Work with external platforms for fund material distribution; Produce recurring monthly and quarterly materials; Peer review team deliverables.
Seniority
Mid-Senior, hands-on IC