Product Reporting Analyst
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-facing Product Reporting Analyst
Builds
Standard marketing materials, customized client reports, and client presentations
Domain
Global capital markets / Investment management / Multi-Asset products
Deliverable
product features
Required skills
Investment knowledge (portfolio outlook, strategy, asset allocation), Data analysis and quality assurance, Written and verbal communication (English, Chinese), Client relationship management, Process improvement
Preferred skills
CFA Level II progress, AI adoption interest
Technologies
AI tools
Responsibilities
Maintain and produce standard product and client materials, Develop customized client reports and presentations, Review team deliverables for data accuracy and consistency, Partner with Investment Products and Client Group to understand reporting needs
Seniority
Mid-level, hands-on IC