Data & Reporting Analyst developing dashboards and reports using BI tools like Power BI/Tableau. Collaborating across teams to provide insights and improve reporting efficiencies.
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
Requirements
- 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
Benefits
- 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
Job title
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