Product Reporting Analyst

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 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.

About the Role

Product Reporting Analyst

Client Operations APAC(Japan LANGUAGE REPORT FOCUS)

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Job Description

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

Qualifications

The ideal candidate will bring strong investment knowledge, excellent judgment, and the ability to produce polished work in both English and Japanese. We are looking for someone who enjoys working with data, content, and stakeholders, and who is motivated by the opportunity to contribute to a high-performing regional team.

• 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
• CFA Level 2 candidate or qualification preferred

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 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 characteristicprotected 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 [email protected].

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.