Product Reporting Analyst
Core
Produce high-quality wealth reporting materials, client presentations, and customized deliverables for private banks and wealth clients across the Asia-Pacific region.
Role type
Product Reporting Analyst (Wealth Management)
Builds
Client presentations, factsheets, fund commentaries, and ad hoc reporting deliverables
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Investment management knowledge, Capital markets knowledge, Financial reporting, Data analysis, Process documentation, Template maintenance, Regulatory compliance awareness, Microsoft Excel, Microsoft Word, English (fluent), Chinese (fluent)
Preferred skills
CFA Level II candidacy or completion, Experience with QLDP-related reporting, Experience with FE FundInfo or similar external platforms, Interest in AI and automation
Technologies
Microsoft Word, Microsoft Excel, FE FundInfo, QLDP
Responsibilities
Produce and maintain client presentations, factsheets, and fund commentaries; Coordinate with internal stakeholders to ensure material accuracy and timeliness; Support onboarding of new reporting requirements and template maintenance; Serve as regional point of contact for APAC wealth reporting matters; Develop understanding of APAC Wealth business and regional regulatory expectations; Peer review team deliverables for data accuracy and consistency.
Seniority
Mid-Senior, hands-on IC