Product Reporting Analyst
Core
Produce high-quality, accurate, and timely product reporting and client materials (monthly/quarterly) for institutional clients in the Asia-Pacific region, with a specific focus on Japan-language reporting.
Role type
Product Reporting Analyst
Builds
Standard marketing materials, customized client reports, and client presentations
Domain
Financial services / Investment management / Capital markets
Deliverable
product features
Required skills
Investment knowledge (Equity, Fixed Income), Bilingual writing (English, Japanese), Data analysis, Microsoft Excel/Word proficiency, Process improvement
Preferred skills
CFA Level 2 candidate or qualification, AI adoption
Technologies
Microsoft Word, Excel, Internal databases
Responsibilities
Maintain standard product and client materials, Produce recurring monthly and quarterly reports, Peer review team deliverables for accuracy, Partner with Investment Products & Fund Strategies to understand investment approaches
Seniority
Mid-level (5+ years experience)