About the role

Client Reporting Analyst in Taiwan managing report production for institutional clients at Allianz Global Investors. Collaborating with stakeholders to ensure timely and accurate reporting and participating in global projects.

Responsibilities

Responsible for producing and reviewing of scheduled and ad-hoc client reports in a timely and accurate manner (institutional client reports, client presentations, bespoke and standard reports)
Compile report from investment data on TW Equities, Onshore/Offshore Funds & ETFs (incl. performance, attribution, key figures, sector allocations)
Using tools such as Excel VBA macros, local FA system, and external data sources (eg. CMoney, BBG)
Onboarding of reporting requirements for existing clients from the front office, new clients and responding to ad hoc requests and queries on an accurate and timely basis
Co-ordinate the information requests for clients
Work with investment, distribution, operations, legal, compliance and risk on execution of client activity, communicating with clients, client account managers and vendors as appropriate
Active participation in various global projects for the region
Undertake basic project management responsibilities (i.e., specifications, timelines and structure) where required
Assess and develop existing processes ensuring scale and efficiency
Write and maintain process and procedure documentation on services provided
Manage change requests and escalations ensuring the on-going quality and accuracy of reporting

University degree in Business, Finance, or related field focused on investments
3–5 years’ experience, ideally in asset management or financial services
Regulatory qualification required: Senior Securities Specialist & Financial Markets and Ethics or Trust Operations Personnel & Securities Investment Trust and Consulting Regulations & Financial Markets and Ethics
Strong communication; able to explain technical concepts to non-specialists
Excellent interpersonal skills and consultative problem-solving approach
Analytical mindset with solid data analysis and solution-driven skills
Thorough knowledge of Asset Management operations
Familiarity with portfolio analysis, performance calculations (GIPS), risk analytics, and attribution preferred
High accuracy and attention to detail
Ability to work under tight deadlines
Adaptable and self-motivated
Solution-oriented attitude
Effective team player
Fund accounting expertise
Advanced Microsoft Office (Excel, VBA, Word, PowerPoint)
AI skills: SQL, Data Visualization, Robotic Process Automation, Data Reporting, Generative AI

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