Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
WELLINGTON MANAGEMENT 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…
Skills: Investment management, Product reporting, Client reporting, Financial services, Capital markets
Needham, Alabama, United States · Hybrid
$80k–$150k/yr
About Us 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 objecti…
Skills: Financial analysis, Revenue accounting, Revenue modeling, Performance fee modeling, Data transformation
Boston, Massachusetts, United States · Hybrid
$80k–$150k/yr
About Us 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 objecti…
Skills: Investment strategy, Portfolio management, Risk analysis, Performance monitoring, Asset class research
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
About Us 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 objecti…
Skills: Investment Management, Product Reporting, Client Operations, Financial Analysis, Data Accuracy
Needham, Alabama, United States · Hybrid
$80k–$150k/yr
About Us 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 objecti…
Skills: Revenue accounting, Financial modeling, Revenue forecasting, Data analysis, Performance fee modeling
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
About Us 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 objecti…
Skills: Investment reporting, Client operations, Data analysis, Asset allocation, Multi-asset strategies
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
WELLINGTON MANAGEMENT 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…
Skills: Investment reporting, Client reporting, Data analysis, Capital markets, Asset allocation
Boston, Massachusetts, United States · Hybrid
$80k–$150k/yr
About Us 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 objecti…
Skills: Investment strategy, Portfolio management, Risk analysis, Performance monitoring, Asset class research
Milan, Lombardy, Italy · Hybrid
WELLINGTON MANAGEMENT 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…
Skills: Investment management, Financial advisory, Asset management, Client relationship management, Public speaking
Milan, Lombardy, Italy · Hybrid
$60k–$130k/yr
About Us 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 objecti…
Skills: Investment management, Financial advisory, Asset raising, Business retention, Client relationship management
Tokyo, Japan · Hybrid
About Us 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 objecti…
Skills: Investment management, Client reporting, Financial analysis, Data analysis, Portfolio outlook
Tokyo, Japan · Hybrid
WELLINGTON MANAGEMENT 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…
Skills: Product Reporting, Client Operations, Investment Management, Financial Analysis, Data Analysis
Boston, Massachusetts, United States · Hybrid
$60k–$110k/yr
About Us 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 objecti…
Skills: Calendar management, Meeting coordination, Expense management, Travel arrangements, Research
Boston, Massachusetts, United States · Hybrid
$90k–$180k/yr
About Us 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 objecti…
Skills: Calypso Financial Software, Java, JavaScript, Scala, SQL
Boston, Massachusetts, United States · Hybrid
$90k–$180k/yr
About Us 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 objecti…
Skills: Calypso Financial Software, Java, JavaScript, Scala, SQL
Boston, Massachusetts, United States · Hybrid
$120k–$225k/yr
About Us 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 objecti…
Skills: Product ownership, Portfolio management systems, Order management systems, Asset management, Financial services
Boston, Massachusetts, United States · Hybrid
$120k–$225k/yr
About Us 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 objecti…
Skills: Product ownership, Portfolio management systems, Order management systems, Asset management, Financial services
Boston, Massachusetts, United States · Hybrid
$90k–$180k/yr
About Us 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 objecti…
Skills: Financial modeling, Equity research, Valuation models, Data analysis, Investment analysis
Boston, Massachusetts, United States · Hybrid
$90k–$180k/yr
About Us 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 objecti…
Skills: Financial modeling, Equity research, Valuation models, Data analysis, Investment analysis
Singapore, Singapore, Singapore · Hybrid
WELLINGTON MANAGEMENT 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…
Skills: Fundamental Research, Financial Modelling, Valuation Frameworks, Equity Research, Due Diligence
Hong Kong, Hong Kong Island, Hong Kong S.A.R. • Hybrid
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The analyst will produce and maintain high-quality wealth reporting materials, including client presentations, factsheets, and fund commentaries for the APAC region. They will also partner with internal stakeholders to ensure reporting accuracy, scalability, and alignment with regional regulatory expectations.
Candidates must hold a bachelor's degree and possess at least 5 years of relevant professional experience in financial services or investment management. Strong analytical skills, proficiency in English and Chinese, and a solid understanding of capital markets are required for this role.
WELLINGTON MANAGEMENT
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 50 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.
Product Reporting Analyst
Client Operations APAC
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Job Description
The Product Reporting Analyst, Client Operations APAC, will play an important role in delivering high-quality reporting and client materials for wealth clients across the Asia-Pacific region, including Japan. This role is well suited to someone who enjoys combining investment knowledge, analytical discipline, and operational precision to produce clear, accurate, and timely materials for clients, prospects, consultants, and internal stakeholders. The analyst will be responsible for maintaining standard marketing and client reporting materials, producing customized client deliverables, and developing a strong understanding of the investment approaches they support, including portfolio outlook, process, positioning, strategy, and the broader market environment.
Responsibilities
Qualifications
The ideal candidate will possess the following qualifications:
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Trusted adviser to investors worldwide
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
Offices: 280 Congress Street, Boston, Massachusetts 02210, US · 80 Victoria Street, London, SW1E 5JL UK, GB · Level 30, 180 George Street, Sydney, NSW 2000, AU · 17F, Two International Finance Centre, 8 Finance Street, Hong Kong, Hong Kong, HK · Palace Building 7F, 1-1-1 Marunouchi, Chiyoda-ku, Tokyo, 100-0005, JP
Trusted adviser to investors worldwide
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
Offices: 280 Congress Street, Boston, Massachusetts 02210, US · 80 Victoria Street, London, SW1E 5JL UK, GB · Level 30, 180 George Street, Sydney, NSW 2000, AU · 17F, Two International Finance Centre, 8 Finance Street, Hong Kong, Hong Kong, HK · Palace Building 7F, 1-1-1 Marunouchi, Chiyoda-ku, Tokyo, 100-0005, JP
