Client Reporting - Analyst at Allianz Insurance

Hong Kong Island, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

12 Jun, 26

Salary

0.0

Posted On

14 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Report Production, Client Servicing, Data Analysis, Problem-Solving, Process Improvement, Automation, GIPS Standards, Portfolio Analysis, Risk Analytics, VBA, SQL, Python, Microsoft Office, English, Cantonese, Mandarin

Industry

Financial Services

Description

Join us now as Client Reporting – Analyst in Hong Kong within the Client Reporting team. In this role, you will be responsible for the report production across various client channels for the Asia Pacific region, ensuring timely and accurate reports whilst working closely with clients and stakeholders to deliver high-quality services. In addition to BAU tasks, the jobholder will participate in Regional and Global Projects. What you do Responsible for producing and reviewing of scheduled and ad-hoc client reports in a timely and accurate manner (institutional client reports, client presentations, fund factsheets, bespoke and standard reports). Onboarding of reporting requirements for new clients, respond to ad hoc requests and queries on an accurate and timely basis. Co-ordinate the information requests for clients. Work with investment, operations, legal, compliance and risk on execution of client activity, communicating with clients, client account managers and vendors as appropriate. Provide client servicing and reporting support to client accounts. Active participation in various global projects for the region. Write and maintain process and procedure documentation on services provided. Manage change requests and escalations ensuring the on-going quality and accuracy of reporting. Reviewing and improving existing processes, creating additional scale and automation. What you bring University degree in Business, Finance, or related investment-focused field. 7+ years of relevant experience, ideally in asset management or service providers in financial services. Strong ability to communicate technical concepts clearly to non-technical audiences. Good understanding of portfolio analysis including performance calculation methodologies (GIPS standards), risk analytics and attribution is an advantage. Excellent interpersonal and consultative problem-solving skills. Effective presentation abilities. Analytical thinker with strong data analysis and problem-solving proficiency. Comprehensive knowledge of asset management, including front-to-back office processes. Familiarity with portfolio analysis, performance calculation (GIPS), and risk analytics; attribution experience is a plus. High attention to detail and accuracy. Able to work under tight deadlines. Self-motivated and adaptable. Collaborative team member. Solid fund accounting knowledge. Advanced skills in Microsoft Office (Excel, Word, PowerPoint). Proficient in VBA and SQL; Python preferred. Experience with Simcorp One (Coric), Bloomberg, Power BI, and/or Power Automate advantageous. Fluency in English and Cantonese; Mandarin is an advantage. Skills in AI, including SQL, Python, Data Visualization, and Robotic Process Automation. What we offer Balanced work environment: A dynamic office culture that supports flexibility and collaboration Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location Shared success: Company share purchasing plan Support for what matters: Mental health and wellbeing programs Investments in your career: Career opportunities within the entire Allianz Group Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications … and so much more! About Allianz Global Investors Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives. Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations. If you feel inspired to promote the active asset management experience, this is the place for you. Join our international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position. If you need support to navigate our websites or at any stage during your application, please send an email with your request to recruiting@allianzgi.com To Recruitment Agencies: Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters. When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place. Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors. Finally, please do not contact hiring managers directly. 94159 | Operations | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent

Responsibilities

The role involves producing and reviewing scheduled and ad-hoc client reports accurately and on time for the Asia Pacific region, while also onboarding new client reporting requirements and coordinating information requests. Additionally, the analyst will participate in regional and global projects, maintain process documentation, and manage change requests to ensure ongoing quality.