Product Reporting Analyst (Multi-Asset)
Core
Deliver high-quality product and client reporting across the Asia-Pacific region, including Japan, by maintaining standard materials and producing customized reports and presentations for institutional clients.
Role type
Client Operations Product Reporting Analyst
Builds
Standard marketing materials, customized client reports, and client presentations
Domain
Financial services / Investment Management / Multi-Asset
Deliverable
product features
Required skills
Investment knowledge (portfolio outlook, process, positioning, strategy), Asset allocation, Multi-asset investment strategies, Data analysis, Written communication (English, Chinese), Verbal communication (English, Chinese), Attention to detail, Time management
Preferred skills
CFA Level II progress, Process improvement, Automation, Emerging technologies (AI)
Responsibilities
Maintain and produce standard product and client materials, Produce recurring monthly and quarterly materials including customized reports and presentations, Review team deliverables for accuracy and consistency, Partner with Investment Products & Fund Strategies and Client Group to understand investment approaches and reporting needs
Seniority
Mid-Senior (5+ years experience)