Analyst, Client Reporting
Taipei, TW, 10476
Join us. Let’s care for tomorrow.
At Allianz Global Investors we foster a culture of professionalism, fulfillment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now as Analyst (12-month fixed term contract) in Taiwan within the Client Reporting team. In this role, you will be responsible for the report production across various client channels for Taiwan, ensuring timely and accurate reports whilst working closely with clients and stakeholders to deliver a high-quality service. In addition to BAU tasks, you will also participate in Regional and Global Projects.
What you will do
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Produce and review scheduled and ad-hoc client reports in a timely and accurate manner(institutional client reports, client presentations, bespoke and standard reports).
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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.
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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.
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Provide client servicing and reporting support to client accounts.
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Active participation in various global projects for the region. Undertake basic project managementresponsibilities (i.e., specifications, timelines and structure) where required
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Assess and develop existing processes ensuring scale and efficiency
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Write and maintain process and procedure documentation on services provided.
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Manage change requests and escalations ensuring the ongoing quality and accuracy of reporting.
What you bring
Qualifications
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University degree in Business, Finance, or a related field with a focus on investments.
Working Experience
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2-3 relevant years of experience, preferably in asset management companies/service providers in the financial services industry.
Knowledge & Skills
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Excellent communication skills with the ability to explain complex technical analysis to a non-technical audience.
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Strong interpersonal skills with a consultative approach to problem-solving.
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Strong analytical mindset and ability to analyze complex data, identify core issues, investigate, evaluate and reach appropriate conclusions/solutions.
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Sound knowledge of the Asset Management business with the full picture from front to back office.
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Good understanding of portfolio analysis including performance calculation methodologies (GIPS standards), risk analytics and attribution is an advantage.
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Accuracy and attention to detail.
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Ability to work with tight deadlines.
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Self -motivated and responsive to a changing environment.
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Demonstrate a sound solution orientated mindset
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Team contributor.
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Sound fund accounting knowledge.
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Advanced Microsoft Office skills (especially Excel, Word and PowerPoint)
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Proficiency in VBA, SQL and Data Management tools.
Languages
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Fluency in English and Mandarin
What we offer:
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“New Normal”, it’s not news to us: As a global company, we’ve known the hybrid model before it was ‘in’. Work flexibly according to internal guidelines (e.g., hybrid model/ flexible working hours)
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Investments for the future: Access to pension/ savings plans/ Allianz products
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Shared success: Company share purchasing plan
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Support for what matters: Mental health and wellbeing programs
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Investments in your career: Career opportunities within the entire Allianz Group
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Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
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… and so much more!
About Allianz Global Investors
Allianz Global Investors is a leading global active asset manager.
We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.
Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We respect difference and diversity and reward individual performance and teamwork. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.
If you feel inspired to promote the active asset management experience, this is the place for you. We encourage you to join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position!
We are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. 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