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Creates and maintains client-facing financial reports, presentations, and marketing materials for multi-asset investment products in APAC, ensuring accuracy and timeliness while collaborating with investment teams and clients.
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…
Analyzes and supports multi-asset investment portfolios, conducting research on asset classes and strategic rebalancing for institutional clients.
Builds and reviews investment product reports for APAC clients, focusing on Japan-language materials, using Excel and internal systems to deliver monthly/quarterly client presentations.
Creates and maintains reporting materials (presentations, factsheets) for APAC wealth clients using Microsoft Office and internal databases, ensuring data accuracy and meeting strict deadlines.
Owns the product vision and roadmap for portfolio and order management systems, translating investment workflow needs into prioritized backlog and measurable outcomes for traders, portfolio managers, and ops teams.
Builds AI-driven investment signals for healthcare stocks by analyzing messy datasets with Python/SQL and partnering with portfolio managers.
Supports day-to-day operational servicing of institutional investment clients, coordinating with global teams and external partners to resolve complex issues and improve processes in a financial services firm.
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