Product Reporting Analyst
Core
Produce high-quality, accurate, and timely marketing and client reporting materials (monthly/quarterly) for Equity and Fixed Income products, with a specific focus on Japan-language content for APAC clients.
Role type
Product Reporting Analyst (Client Operations)
Builds
Standard product/client materials, customized reports, and client presentations
Domain
Global Capital Markets / Investment Management / Financial Services
Deliverable
product features
Required skills
Investment knowledge (Equity, Fixed Income), Data analysis, Content creation, Japanese language proficiency, English language proficiency, Microsoft Excel, Microsoft Word
Preferred skills
CFA Level 2 candidate or qualification, Process improvement, Automation, AI adoption
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Maintain and produce standard product and client materials; Produce recurring monthly and quarterly materials including customized reports and presentations; Peer review team deliverables for accuracy and quality; Partner with Investment Products and Client Group to understand investment approaches and reporting guidelines.
Seniority
Mid-Senior, hands-on IC