Client Reporting Analyst - Limited to 24-months

Join us now as Client Reporting Analyst in Taiwan within the Client Reporting team. In this role, you will be responsible for the report production across various client channels for Taiwan (primarily Government & Insurance ILP mandates), ensuring timely and accurate reports whilst working closely with clients and stakeholders to deliver a high-quality service.  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, 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.

What you bring

• 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

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.  

94247 | Operations | Professional | n.a. | Allianz Global Investors | Full-Time | Temporary