Client Reporting Analyst

This job is with Allianz Commercial, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Join us. Let's care for tomorrow.
At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now as 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 Will 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 a related field with a focus on investments.
• 3-5 relevant years of experience, preferably in asset management companies / service providers in the financial services industry.
• Excellent communication skills with the ability to explain complex technical analysis to a non-technical audience.
• Excellent communicator with strong interpersonal skills and a consultative approach to problem-solving.
• Strong analytical mindset with solid problem-solving skills, and ability to analyse complex data, identify core issues, investigate, evaluate and reach appropriate conclusions/solutions.
• Sound knowledge of the Asset Management business with the full picture from front to back office.
• Good understanding of portfolio analysis including performance calculation methodologies (GIPS standards), risk analytics and attribution is an advantage.
• Accuracy and attention to detail.
• Ability to work with tight deadlines.
• Self-motivated and responsive to a changing environment.
• Ability to demonstrate a sound solution orientated mindset
• Team contributor.
• Sound fund accounting knowledge.
• Advanced Microsoft Office skills (especially Excel, VBA, Word and PowerPoint)
• AI skills: SQL, Data Visualization, Robotic Process Automation, Python

What We Offer

• Balanced work environment: A dynamic office culture that supports flexibility and collaboration
• Securing 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 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 encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.

We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.

If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, 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

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.

82410 | Asset & Investment Management | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent