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About the Role

The Product Reporting Analyst within Client Operations APAC will play an important role in delivering high-quality product reporting across the Asia-Pacific region, with a particular focus on Japan-language reporting. Accurate, timely, and insightful reporting is central to how we serve our clients, prospects, and consultants. The analyst will maintain and produce standard marketing and client materials, as well as customized client reporting, while developing a strong understanding of the investment approaches they cover. This role offers the opportunity to build expertise in portfolio outlook, process, positioning, strategy, and the current market environment, while working closely with colleagues across Product, Client Group, and regional teams.

Responsibilities

Own and maintain standard product and client materials, with a willingness to support the team during peak reporting periods
Produce recurring monthly and quarterly materials, including customized reports and client presentations
Peer review team deliverables as needed to ensure accuracy, data reasonability, and a consistently high-quality client experience
Partner with Investment Products & Fund Strategies and the Client Group to understand our investment approaches, client reporting needs, and the guidelines that govern marketing and client reporting activity
Primarily cover Equity and Fixed Income products, with exposure to other asset classes as business needs evolve

Requirements

Bachelor’s degree with 5+ years of relevant professional experience in the financial industry, investment management, or client reporting
Strong communication and writing skills in both English and Japanese
Demonstrated capital markets, investment, and product knowledge
Excellent quantitative and qualitative skills, with strong attention to detail
Independent self-starter who works well in a team environment and can manage multiple assignments while delivering high-quality work against strict and competing deadlines
Comfortable using internal and external systems and databases, with proficiency in Microsoft Word and Excel
Strong interest in process improvement, automation, and the thoughtful adoption of emerging technologies, including AI
Positive, collegial attitude and a high level of professionalism

Skills

English language proficiency
Japanese language proficiency
Microsoft Word proficiency
Microsoft Excel proficiency

Location

Asia-Pacific region

Work Type

Hybrid

Experience Level

5+ years of relevant professional experience

Education Level

Bachelor’s degree
CFA Level 2 candidate or qualification preferred

About the Company

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Equal Opportunity

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.