社名非公開 | 投資運用業、投資助言・代理業、第2種金融商品取引業 | 金融機関

非公開

・Ensure timely and accurate production and delivery of Institutional, Pension, Retail and Affiliate client reports ・Understand each client characteristics and products they are investing in and produce and deliver appropriate reports ・Collaborate with other teams including Technology, Investment, Sales, Product, Operations and Risk ・Analyze issues and come up with solutions ・Drive automation of manual processes by working with Technology team and also by creating and utilizing tools such as Excel formulas, Macros, MS query, MS Access, MS Power BI or Tableau

1000万円〜1500万円

非公開

・Collection and tabulation of financial data from the bond issuers to support senior analysts’ research ・Collection and analysis of economic, industry and corporate－specific data to support senior analysts’ research ・Work on several administrative functions, including the updating of market and corporate data, and research related databases ・Attend the meeting with issuers when necessary

800万円〜1200万円

非公開

- Daily trade operations activities to complete in a timely and accurate manner. - Trade processing for foreign bonds/equities, domestic bonds/equities, and real-estate investment funds etc. - Corporate action, Class action, Fail, OD claims, and various charges. - Communication with Trust Banks, Global Custodians, Brokers and offshore/onshore investment managers. - Cashflow management

800万円〜1200万円

非公開

Buy/sell funds and FX in Tokkin accounts and Japan investment trusts which invest in foreigndomiciled funds • Establish trade flows and negotiate with XXX internal and external stakeholders in relation to the above for new accounts • Support local Sales and Marketing teams, by working closely with XXXX Japan Product Specialists

1500万円〜1800万円

非公開

 Responsible for presenting all aspects of XXX(Judgemental)/XXX(Quantitative)investment management process to prospects/clients at all stages of the sales cycle.  Work closely with Japan CAG team to drive business for XXX/XXX in Japan.  Accountable for XXX/XXX strategies through good two-way contact with respective investment teams. Effectively share information on Japanese market environment and needs with XXX/XXX.  Act as the primary liaison with clients/prospects regarding investment opportunities and related questions.

2000万円〜3000万円

非公開

The primary responsibilities are to foster/strengthen existing client relationships and develop new business for financial institutions. You translate client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell. • Provide day to day client service to existing Financial Institutional clients • Introducing entire the Company's capabilities to company’s clients and prospect to search cross selling/new business opportunities • Closely co-work with colleague in other departments in Japan and oversea and coordinate smooth communication

2500万円〜3000万円

非公開

The primary responsibilities are to foster/strengthen client relationships and develop new business for pension clients, Wrap business and Consultant relationships. • Obtain new business through sales/marketing activities mainly targeting large corporate pension and public investors • Build company’s brand and recognition in active management of all the asset classes including fixed income, equity, real estate and private debt. • Maintain strong relationship with overseas counterparties to gain good supports. • Introduce entire XXXX capabilities including XXXX Fixed Income, XXXX, XXXX Private Alternatives to company’s clients and prospect to search cross selling/new business opportunities • Co-work closely with colleague in other departments in Japan and oversea and coordinate smooth communication. • Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese pension market both for pitch and ongoing promotion.

2000万円〜3000万円

非公開

A project/product manager (hands-on) at Product Management & Onboarding Japan, required to work (eventually) with limited/minimum manager oversight. Current key responsibilities of the team are: (i) onboarding/offboarding project managements, (ii) product managements, (iii) affiliate/trust bank/distributor monitoring, and (iv) fund structuring (new business contribution). Key responsibilities for this position are: (i) Onboarding/offboarding project managements: including but not limited to process and milestone management, identification of potential issues/risks, resolution/mitigation of such issues/risks, JIT Term Sheet & Trust Deed preparation, liaison & coordination among relevant teams both locally and globally; and obtainment of Product Committee’s approval including material preparation. (ii) Onboarding/offboarding project and product administrations: including but not limited to preparation of execution versions of DIM documents, project/mandate data input in the proprietary system, obtainment of required approval via proprietary systems with regards to documents execution, arrangement of actual documents execution, updates of various internal lists including offshore funds list, preparation of Zigyohokokusho (only the sections where PMO is responsible), JIT related documents/materials preparation including agreements with Japanese trust banks, FSA filing documents and fund holiday list, JIT related FSA filing, preparation of customized reports (especially around IM fees), arrangement of various internal meetings, and preparation of various meeting minutes. (iii) Product Management: including but not limited to handling client questionnaire regarding invested offshore funds of FoF products working closely with global product management teams, arrange Product Committee’s approval regarding new strategy marketing (includes material preparation), and offshore fund due diligences (includes various fund documents review and summarization) (iv) Affiliate monitoring: annual due diligence of affiliate investment managers (review DD response from each entity, prepare internal reports for Product Committee, and obtain approval) (v) JIT trust banks and distributor monitoring: annual monitoring of Japanese trust banks and distributions of existing JITs setup. (vi) Fund Structuring: consultation on and preparation of effective and efficient investment structures

1800万円〜3000万円

非公開

株式運用部部員として、顧客、会社、運用部門内から高い信頼性を得て、高いプロ意識をもってファンドのパフォーマンス向上、高度な知識の習得/アイディアの構築することにより、高い運用パフォーマンスに貢献する。  J-REITトレーダー兼アナリスト • アセットマネジメントとの1対1のミーティングを行い、ファンダメンタルズモデルの作成等適切な分析を実施。 • アセットマネジメントの決算やニュースフローに関するタイムリーな情報提供 、新規組入銘柄に関わる調査、REIT市場動向・不動産市況動向に関する調査、ファンドマネジャーにタイムリーかつ適切な投資助言の実施などを実施し、ファンドマネジャーにタイムリーかつ適切な投資助言をし、ファンドのパフォーマンス向上に貢献する。 • J-REIT運用に関する報告資料作成 (ファンドレポート：パフォーマンスレポート（月次、四半期、年次）  J-REITの投資プロセス実施 • トレーディングの実行、J-REIT運用のサポート • 配当利回りやP/NAV比に基づくバリュエーションモデル、ファンダメンタルズ分析モデルの作成・更新 • ブローカーと通信し、迅速かつ効率的な方法で最高の価格で取引を実行 • トレーダーとして、キャッシュポジション管理、日々の売買集計、決算データの入力―などを実施 • サブJ-REITファンドマネジャーとして、投資判断の一助、発注業務、キャッシュポジション管理、ポートフォリオ管理, 議決権の適切な行使および顧客への報告の過程でトラブルが発生した場合の適切な対応  一任口座（パッシブファンド）担当者のサポート • リスク管理ツールを適切に使用し、トラッキング エラーを管理し、リバランスに必要なポジションの作成 • キャッシュフローが資金やコーポレートアクションに与える影響を注視し、そのような事態が発生した場合に必要な対応を適切に行う  チーム活動の強化・運用の効率、チームとしての運用能力向上に積極的に貢献する（investment dialogueへの活発な参加、運用発注ツールやシステムの活用最適化及び最適化プロジェクトへの参加等）  株式運用部のトレーディング業務全般の実行・サポート

800万円〜1300万円

非公開

Your Impact (Responsibilities): The primary responsibilities are to foster/strengthen existing client relationships and develop new business for retail investors through sub-advisory and wrap with domestic asset management companies. • Develop strong relationship with major distributors and asset managers in retail channel, and present strategies for potential launch of funds. • Develop and provide adequate services to clients to promote ongoing flows, which will include periodic study sessions or seminars at key branches of distributors. • Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese retail market and compliant, both for pitch and ongoing promotion. • Collaborate with product, operations, and reporting team to on-board the client once the opportunities move to launch stage. • Maintain strong relationship with overseas counter-parties to gain good supports, and also keep up to the speed on market and investment both on equity and fixed income.

2500万円〜3000万円

非公開

• Monitoring pre and post trade compliance with various regulations, guidelines and policies to detect breaches or potential breaches thereof, • Coding such regulations, guidelines and policies in monitoring tools (Aladdin), • Joining ad hoc firm-wide project relating to investment compliance, • Miscellaneous compliance reporting and monitoring.

1100万円〜1400万円

非公開

Your Impact: The primary responsibilities are to foster/strengthen existing client relationships and develop new business for financial institutions. You translate client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell. •Provide day to day client service to existing Financial Institutional clients •Introducing our capabilities including our Fixed Income, Jennison, PAA to company’s clients and prospect to search cross selling/new business opportunities •Closely co-work with colleague in other departments in Japan and oversea and coordinate smooth communication

2500万円〜3000万円

非公開

Key responsibilities: •Handling daily trade activities, cashflows, corporate actions, class actions, fail, OD claims, and various charges in a timely and accurate manner. •Booking the above activities, NAV calculation •Cash/position reconciliation •Communication with Trust Banks, Global Custodians, Brokers and offshore/onshore investment managers. •Projects to align with new regulations, improve operational workflows and add efficiency. •Analyzing issues and coming up with tactical and strategic solutions. •Responding to various inquiries from internal and/or external parties to provide answers / solutions. •Collaboration with other teams including Reporting, Investment, Sales, Product, Technology. •Communication and discussion with offices in US/London to resolve issues and enhance controls and/or quality.

1150万円〜1350万円

非公開

Your Impact (key job responsibilities):  Risk and Control Self-Assessment (RCSA)  Conduct risk assessments and the review of control effectiveness across company  Identify the control weakness and support the creation of mitigation plan  Complete and/or support the completion of the mitigation plan resulting from RCSA  Risk Management Committee  Assist logistics of Risk Management Committee  Prepare the committee materials  Draft meeting minutes of the committee  Operational risk incident management  Facilitate reviewing and reporting processes for operational risk incidents involving clients in Japan  Review and assess the preventive actions, and track open actions and assess the closure  Report incidents to the Risk Management Committee including the trend analysis  Support the maintenance of the operational risk incident database  BCP and Crisis management  Create and/or update of BC plans, its testing and reporting  Create and/or update emergency responses, its testing and reporting  At the event of BCP and Crisis, support the execution of plans and responses  Respond to inquiries from out-side entities including regulators, customers, and affiliates  Privacy risk management  Make sure all personal data ledgers held by each department are up to date and perform periodic refreshments of such ledger and report its status to the Risk Management Committee  Assist the Privacy Officer establish sufficient safety measures pertaining to the management of personal information held by the company  Lead the maintenance of all policies and procedures pertaining to the management of personal information and conduct training as needed  End User Computing Solution (EUCS)  Perform annual attestation, its testing and reporting to the Risk Management Committee  Vendor management  Conduct and assist the business with all preplanning, due diligence, oversight of contract formation, ongoing monitoring and termination tasks as required by Internal Policy.  Liaise with the global stakeholders for due diligence of vendor onboarding  Lead the maintenance of all policies and procedures pertaining to vendor management and conduct training as needed  Record management  Make sure all record ledgers are up to date by conducting and assisting each Department with their annual updates of such ledgers  Manage the physical records being stored off-site and make sure unnecessary records are being properly disposed of.  Report the status of records being managed by the company to the Risk Management Committee as deemed necessary  Lead the maintenance of all policies and procedures pertaining to record management and conduct training as needed  Investment risk management  Monitor the local portfolios including sub-advised portfolios against the risk measures.  Escalate and report to the Risk Management Committee  Business Management  Assist Chief Operating Officer to manage firm-wide business initiatives

1000万円〜1500万円

非公開

Your Impact: • Assists senior analysts in developing credit opinions through analyzing financial and non-financial information of coverage industries and companies for the best credit investment decisions • Work on several administrative functions, including the updating of market and corporate data, and research related databases • Is a team player, supporting colleagues and proactively seeking and sharing knowledge • Contributes and supports inclusive behavior of the group

950万円〜1200万円

非公開

Your Impact: Assists senior analysts in developing credit opinions through analyzing financial and non-financial information of coverage industries and companies for the best credit investment decisions Work on several administrative functions, including the updating of market and corporate data, and research related databases Is a team player, supporting colleagues and proactively seeking and sharing knowledge Contributes and supports inclusive behavior of the group

800万円〜1250万円