社名非公開 | 投資運用業、投資助言・代理業 | 金融機関

非公開

・リテールマーケティングの資料（プレゼンテーション資料、ファンドの案内書、ビデオ、広告など）の企画と作成 ・マーケティングのデータや緊急のレターのアップデートやチェック ・日本の投信ビジネスの企画と実施 ・オンライン・ブローカーへの営業活動

応相談

非公開

・プロダクトマネジメント：ポートフォリオとマーケットを密にフォローする。フィデューシャリー責任が十分に果たせているか運用状況をモニターして、運用チームをサポートする ・グローバルの運用拠点と接点を持ち、プロダクトの効率的なフローやその他関連する情報を提供する ・営業チームと密に働き、債券プロダクトに関する適切でタイムリーなサポートを行う ・営業や運用チームと一緒に新規プロダクトの開発に努める

1200万円〜1500万円

非公開

・運用コンプライアンス：運用ガイドラインのモニタリング。 ・個々のトレードの監視 ・日本株の大株主へのレポート

応相談

非公開

Responsible for day－to－day operational activities for Investment Trust funds to make sure that daily fund NAVs can be calculated and published timely. ・Oversee the third－party fund accountant to maintain operational capability. ・Work closely with technology team to communicate business requirements/needs to implement process improvements/automation for operational excellence ・Support key projects/changes as SME （Subject Matter Expert） ・Build good relationship with internal business stakeholders and work as a team to better service the clients

800万円〜1000万円

非公開

【詳細は担当コンサルタントからお伝えいたします】 大手企業年金担当者

3000万円〜4000万円

非公開

・Review sales materials, documents and external communication ・Provide regulatory advice on business, ad hoc issues and incidents ・Communicate compliance issues and build relationships with internal clients and catch－up for business development ・Promote a spirit of compliance to ensure employees to comply with the rules and regulations ・Deal with （self） regulators, build and maintain good relationship ・Revise internal rules and policies and publicize them

700万円〜1000万円

非公開

・Lead a team of reporting professional staff ・Monitor the performance of the team and individuals and give feedback promptly. Provide coaching to team members when needed ・Monitor client and regulatory report production and review processes, based in Tokyo or offshore to ensure all reports are delivered timely and other KPIs are met ・Participate in production, issue investigation and research, and escalate issues to ensure they are resolved accurately and effectively ・Work closely with the Tokyo Onboarding team and stakeholders to provide reporting related support during RFP and client on/offboarding ・Maintain strong working relationship with key stakeholders to ensure client requests are handled timely ・Proactively contribute ideas and research, and recommend and act on continuous improvement opportunities, e.g. automation or risk mitigation ideas etc. ・Participate in approved continuous improvement initiatives ・Work with various functions across the globe ・Lead or participate in reporting related local/regional/global projects with colleagues in this region or any other regions

1500万円〜1800万円

非公開

- Gather Assets from the clients to grow the firm’s asset - Maintain the current business - Build further client relationships - Continuous deep and strong clients’ coverage - Deliver the firm’s resources to the clients effectively

応相談

非公開

• Review sales materials, documents and external communication • Provide regulatory advise on business, ad hoc issues and incidents • Communicate compliance issues and build relationship with internal clients and catch up business development • Promote a spirit of compliance to ensure employees to comply with the rules and regulations

応相談

非公開

1. Responsible for day-to-day operational activities for Investment Trust funds to make sure that daily fund NAVs can be calculated and published timely. 2. Responsible for day-to-day operational activities including complex problem solving with effective communication to both local & overseas business stakeholders. 3. Oversee key vendor’s services and offshore team’s services to ensure our operational capability and quality required. 4. Engage in various project as subject matter expert to drive strategic/transformational changes.

700万円〜1000万円

非公開

 Develop effective marketing materials to be used to relay products message to clients and investors Work closely with s ales and product team to provide holistic services with clients Lead advertisement creation and thought leadership contents with working closely with sales, product and strategist team no t only in Japan but also in global offices by using PPT and design tools or contractors Plan and organize the project, set deadlines and milestones, and manage the resources and budget effectively.  Organizing promotional events /seminars and measuring its success/subjects.

1000万円〜1500万円

非公開

 Coordinate and execute account on boarding/product launch/termination process working closely with overseas transitions team, local/overseas relevant parties as well as external parties  Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures, and operational changes of portfolios etc.  Account/Portfolio master data implementation/maintenance  Maintain and provide IAMJ’s AUM and other product related information for RFP and marketing purpose  Provide support for reporting team (produce/review/distribute simplified reporting materials)

800万円〜1000万円

非公開

 Produce daily/weekly/monthly/quarterly reports for the clients including regulatory reporting (e.g. Basel III) accurately and timely  Respond to ad-hoc requests and inquiries from internal/external clients  Maintain strong working relationship with key stakeholders to ensure production workflow is smooth and production requests are handled timely  Participate in issue investigation and research, and escalate issues to ensure they are resolved accurately and effectively  Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. process automation)  Participate in any global/regional/local projects and initiatives where necessary

900万円〜1100万円

非公開

Job Purpose (Job Summary) This is a senior accountant position. The person will do various kinds of finance roles described below as a preparer. He/She will be required to process these tasks smoothly in time with best quality. Key Responsibilities / Duties 1. Report all business related matters to first-line manager and if necessary escalate to head of finance. 2. Deeply involve FP&A processes for budgeting and rolling forecasts. 3. Prepare AUM Flows reporting 4. Supervise junior accountants and external consultants. 5. Maintain correct general ledger and prepare local statutory / internal financial reporting. 6. Support payment to vendors and treasury works. 7. Support tax return files. 8. Response to internal/external/tax auditors. 9. Prepare sales/expenditure budgets planning and monitoring. 10. Support various global projects such as process standardization and new system implementation.

1000万円〜1200万円

非公開

Key Responsibilities / Duties 1. Contribute to the achievement of company and departmental revenue goals A) Create your own short-term and mid-term revenue goals based on the department's budget. B) Develop and implement sales strategies for the clients you are responsible for, based on your own revenue targets. 2. Mandate hunting from large Japanese pension clients A) Know your customers: organizational structure, dynamics within the organization, financial situation, financial goals B) Development of new clients and strengthen relationships with existing clients C) Contribute to building relationships with senior management so that Invesco can be a partner at the company level. 3. Leverage Invesco's resources to provide solutions to achieve clients' financial goals A) Develop a solid understanding of your clients' financial goals. B) Solid understanding of Invesco's investment products. C) Collect and analyze information on competitors' products and services. D) Collaborate with other departments to provide solutions to achieve clients' financial goals 4. Think first about contributing to the team as a team player in order to achieve not only individual goals but also the goals of the department.

2000万円〜4000万円

非公開

 Fundamental research analyst is required to contribute to the portfolio performance by providing an insightful recommendation in a timely manner which must align to the investment philosophy of Advantage strategy. - Closely cover responsible holding names and provide timely and insightful recommendation. - Seek for buy recommendation which aligns to the philosophy of Advantage strategy. Deep understanding of our investment culture as well as the investment philosophy is required. - Communication is an integral part of this requirement. Fundamental research analyst should keep in mind that your recommendation would not reach out to the portfolio unless you can make a proper and logical communication to PM with strong passion.  Responsible for covering assigned sectors/companies to keep up-to-date insight and knowledge. - Write a company research report using our template that includes investment thesis, investment recommendation (Buy, Accumulate, Hold, Reduce and Sell), financial statement forecast, company earnings model, valuation, price chart and ESG/fundamental research analysis comments. - Provide timely sector update analysis. - Company research report should be updated at least quarterly for the holding companies. The periodical meeting with a company is mandatory for research and engagement activities. - Maintain investment candidates list which aligns to the philosophy of Advantage strategy to provide an appropriate investment recommendation in a timely manner.  Should support sales/marketing/client reporting activities as a team member in order to maintain and increase AUM.  Make a contribution to strengthen the entire investment team performance. - Communication is an integral part of our professional requirement. Do not hesitate to make any comment or push back to other colleague’s comment. - Should help each other in a professional manner. No politics. - Must recognize engagement activities are an integral part of the investment process.

3000万円〜5000万円

非公開

Develop effective marketing materials to be used to relay products message to clients and investors.  Work closely with sales and product team to provide holistic services with clients.  Lead advertisement creation and thought leadership contents with working closely with sales, product and strategist team not only in Japan but also in global offices by using PPT and design tools or contractors.  Plan and organize the project, set deadlines and milestones, and manage the resources and budget effectively.  Organizing promotional events/seminars and measuring its success/subjects.

800万円〜1400万円

非公開

KEY RESPONSIBILITIES:  Gather Assets from the clients to grow the firm’s asset  Maintain the current business  Build further client relationships  Continuous deep and strong clients’ coverage  Deliver wholesaler activities for distributors  Deliver the firm’s resources to the clients effectively  Understand the Clients’ needs and meet the clients’ expectation  Contribute to the stronger and solid team building  Contribute to the junior people’s educations

1500万円〜5000万円

非公開

KEY RESPONSIBILITIES:  Gather Assets from the clients to grow the firm’s asset  Maintain the current business  Build further client relationships  Continuous deep and strong clients’ coverage  Deliver wholesaler activities for distributors  Deliver the firm’s resources to the clients effectively  Understand the Clients’ needs and meet the clients’ expectation  Contribute to the stronger and solid team building  Contribute to the junior people’s educations

3000万円〜6000万円

非公開

• Liaise with regulators in Japan, such as the Financial Services Agency of Japan (JFSA), to ensure compliance with statutory rules & regulations. • Provide the Regional Head of Compliance, Asia Pacific with support, including the identification of rules, risks and business issues, through periodic compliance governance reports, as well as regular and ad hoc meetings. • Provide business partners in Japan, and, as required, Korea, with support and advice on compliance related issues, business growth/change initiatives and the execution of firm-wide business transformational initiatives. • Provide compliance reviews and challenges on the business operations, develop and maintain compliance monitoring programs to ensure compliance with relevant regulations and policies. • Timely escalate any potential material breach/compliance issue upon identification to Regional Head of Compliance, Asia Pacific and senior management. • Provide timely update and/or impact analysis to the Regional Head of Compliance, Asia Pacific, senior management and/or corresponding teams on the latest status and/or development of the regulatory changes. • Member of Japan local risk management committee and other local corporate governance committees which require input / advice from Compliance. • Oversee the Regulatory Reports including Substantial Shareholders Reports and Short Position Reports. • Interface with regulatory authorities and manages responses to regulatory requests, inquiries and onsite examinations. • Timely communicate any key information and issues to relevant team members in Japan to assess any local regulatory implications. Supervise and provide guidance support to the Compliance team in Japan. Ensures team members are fully trained and adequate compliance oversight and resources as the business needs evolve over time. • Develop team learning agility and strengthen team collaboration. • Work with the Global and Regional Compliance teams, undertake special regional/functional projects. • Identify and implement continuous improvement opportunities within Compliance that create operational leverage, including through better use of technology, data and analytics. • Support the implementation of global enterprise risk management framework, including risk and control assessment, incident management and reporting to relevant governance bodies. • Liaise with Group Internal Audit and APAC Compliance Monitoring to carry out audit and compliance reviews. • Carry out other duties / ad-hoc projects as instructed by the Regional Head of Compliance, Asia Pacific

2800万円〜4500万円

非公開

 Develop effective marketing materials and digital promotion to be used to relay products message to clients and investors.  Work closely with sales and product team to provide holistic services with clients.  Lead advertisement creation and thought leadership contents with working closely with sales, product and strategist team not only in Japan but also in global offices by using PPT and design tools or contractors.  Plan and organize the project, set deadlines and milestones, and manage the resources and budget effectively.  Organizing promotional events/seminars and measuring its success/subjects.

1000万円〜1800万円

非公開

 Team Leadership: Supervise a team of 5 institutional reporting staff and 2 ITM reporting staff, ensuring effective team management and maintenance.  Process Oversight: Monitor and continuously review the report production process, including offshored and outsourced processes.  Project Involvement: Lead and participate in client reporting projects at local, regional, and global levels.  Issue Resolution: Address and resolve issues related to the team, staff, and reports, and report to the management team.  Capability Assessment: Regularly evaluate the team's capability and capacity to meet both strategic and business-as-usual needs.  Stakeholder Communication: Maintain effective communication with local stakeholders (Sales, Investment, Products, IT) and overseas client reporting and IT teams.  Strategic Planning: Develop strategies to establish a best-in-class reporting team and upgrade the reporting platform.

2000万円〜2500万円

非公開

Job Purpose (Job Summary): Reporting directly to the Head of Compliance, Japan, the incumbent is responsible to assist the Head of Compliance, Japan to manage and oversee the compliance function in Japan to deliver professional and high quality compliance support and advice to the business; to support businesses compliance with all applicable regulations and internal compliance standards; to support compliance-related matters of the Japan office as assigned by the Head of Compliance, Japan; and to liaise with colleagues in Japan, the Asia Pacific region as well as other Group offices on compliance-related matters while maintaining a high level of independence. Key Responsibilities / Duties: • Provide compliance advice and support to the ongoing operations and future business development in Japan ensuring adherence to the latest rules, regulations, and regulatory expectations. • Liaise with regulators in Japan, such as the Financial Services Agency of Japan (JFSA), to ensure compliance with statutory rules and regulations and handle regulatory requests, inquiries, filings/reports, notifications, and onsite examinations. • Monitor regulatory changes applicable to the Japan business and provide timely advice. • Review sales and marketing materials, documents and external communication to ensure adherence to applicable statutory rules and regulations and industry best practice. • Maintain and update Compliance Manual and relevant compliance policies and procedures to ensure business operations and practice are consistent with the latest local regulatory requirements and Group policies. • Oversee licensing matters, compliance monitoring program and tasks delegated to the Group’s Compliance support teams. • Provide compliance advice/input on complaints, operational errors, incidents, breaches, and corresponding risk-mitigating actions to prevent re-occurrence. • Provide compliance advice/input on internal and external due diligence requests, and requests for proposal (RFP). • Review Regulatory Reports including Substantial Shareholders Reports. • Handle requests from internal and external audits. • Conduct regular risk assessments to identify potential compliance risks and develop strategies to mitigate them. • Design and deliver compliance training programs to ensure that all employees are aware of their compliance obligations. • Provide support to the Head of Compliance, Japan to maintain an effective compliance framework and promote a strong compliance culture. • Participate in local, regional and/or global compliance initiatives, projects and other ad-hoc compliance duties as assigned.

1500万円〜2000万円