社名非公開 | 投資運用業、投資助言・代理業、第二種金融商品取引業 | 金融機関

非公開

・日本国内の販売会社及び投資信託委託会社に対し、主に国内公募投信に関する新規戦略の提案、既存商品のプロモーションに関連した営業業務。　　　　　　　　　　・新規戦略の企画並びに新規戦略の販売会社への提案。

1000万円〜2500万円

非公開

当社グループが取り扱う債券関連戦略の東アジア拠点（日本、韓国、台湾）におけるマーケティング業務（お客様への戦略紹介、既存戦略のポートフォリオ・レビュー、お問合せ対応、市場動向のアップデート、資料作成、投資チームを中心とした社内の関係部署との連携等）

800万円〜1500万円

非公開

• 新規運用戦略のマーケティング • 新規戦略の提案 • 顧客リレーションの構築・強化 • 既存戦略の運用報告／プロモーション

1000万円〜1500万円

非公開

• 新規戦略の企画 • 新規戦略の販売会社及び投資信託委託会社への提案、顧客リレーションの構築・強化 • 既存戦略のプロモーション

1500万円〜1800万円

非公開

• Analyst will work on Global Equity Research Department and be tasked to research/evaluate/recommend investment ideas (specifically Japan equity) that meet investment objectives for Portfolio Management teams • Background experience in Japan Industrials / Automobiles coverage is required, additional coverage in Asia Pacific is a plus • Prepare recommendations via written/oral summaries to firm's Portfolio Managers • Build and maintain earnings models and informational databases such as valuation, comparative analyses and ESG. • Draw upon a wide array of information sources (Public filings, company literature, business publications, etc.) to suggest differentiated investment ideas and insights • Attend conferences, tours, and company visits - provide concise feedback to the team

1200万円〜1500万円

非公開

・Build and lead the team which can achieve the clients’ requirement (be a escalation point and provide adequate OJT and Knowledge transfer) ・Build strong relationship with the relevant teams such as Investment managers, traders, credit analysts, Middle office, guideline monitoring division, reporting team and legal compliance in order to proceed smooth business ・Lead all clients’ on-site in the US (or UK) and virtual meetings with East Asia Clients (including translation with investment teams, preparing client meeting material and leading prep-meetings) ・Manage wide range of inquiries and requests including but not limited to market environment, individual credit fundamentals, trading activities, performance, guideline related matters and day to day operation from various channels along with preparing necessary data in a timely manner ・Prepare daily reports in cooperation with our US reporting team and deliver them to the clients ・Handle ad-hock requests from East Asia team and solve them in the US hours

1000万円〜1500万円

非公開

• Perform East Asia and Asia region-based audits covering equity, fixed income and private equity investment management, sales distribution and supervision, compliance, operational, risk and performance, as well as corporate function audits • Draft audit announcement memo, narratives, flow charts, risk assessments, control matrices and audit procedures • Document and assess internal controls, identify strengths and weaknesses of financial and operational controls, and recommend business efficiency opportunities • Evaluate the integrity of operational data and compliance with established policies and procedures through the audit process • Prepare and present audit reports with findings and recommendations to management • Follow up with management to ensure Management Action Plans have been implemented • Participate in special projects

1000万円〜1200万円

非公開

[Media Relations] (40%) • Build strong relationship with media. Seek impactful publicity and exposure on influential media to introduce XXX’s investment capabilities and strengthen our brand closely working with investment professionals as well as Head of East Asia. • Lead and develop advertisements for influential media to showcase investment strategies XXX manages and ESG capability. [Client events] (40%) • Plan and organize on-site/off-site events for existing investors/prospects to showcase investment opportunities XXX offers collaborating with local client coverage team and investment professionals. [Thought Leadership] (20%) • Support to create thought leadership content which covers topics across Equity, Fixed Income, Private Asset and ESG Investing, and translate English content into Japanese, vice versa.

800万円〜1000万円

非公開

• Manage the production of PE portfolio analytics and client reporting for a growing client base in Japan • Understand PE investment capabilities with requisite depth and range to be able to develop and deliver client materials • Partner with PE investment teams, sales, and Tokyo-based reporting team to deliver accurate and in-depth client reporting, client presentations, portfolio analysis and commentary • Conduct thorough client meeting preparation and attend the meetings; research each client/prospect/consultant in advance of their meeting and present preparatory materials • Answer client inquiries regarding portfolio data inclusive of fund performance, investment details, and market outlook • Work closely with the NY-based investment teams in gathering necessary data and information for quarterly reporting, consultant surveys, and other relevant client inquiries • Work closely with sales and product management teams in East Asia on business development opportunities. • Prepare analysis for RFP’s and final presentations, and participate in client onboarding

800万円〜1000万円

非公開

• 機関投資家、年金、投資信託の販売会社（銀行・証券）、コンサルタント会社などからの会社情報や運用戦略に関する質問状の対応（日本語、英語）。 • 新規および既存顧客からの問い合わせにつき、関係者（各運用部、クライアント・レポーティング部、コンプライアンス部、セールス担当者、シニア・メンバー、海外拠点の担当者、等）と協働しながら対応。 • データ・マネジメント（Performance, AUM, Staff等） 使用ツール：RocketDocs (PMAPS)、Bloomberg、社内開発ツール等。

700万円〜900万円

非公開

投資信託に関するオペレーション、モニタリング、その他顧客管理等 ●国内投資信託管理業務全般の担当として資金繰り発注業務を含む日次、月次、年次、決算処理等について行うとともに事務アウトソース先のモニタリングを行う ●投信計理/例外事項/口座管理に関する問い合わせに正確に対応する ●営業部門、運用部門からの問い合わせに対応する ●その他、顧客の依頼に関する社内調整（海外を含む）等のクライアント・サービス業務

700万円〜900万円

非公開

• 外国籍ファンド（主にケイマン籍）の設定に係るプロジェクト管理 （具体的なタスクは以下のとおり） • ファンドドキュメント関連タスク：ドキュメントレビュー、社内リーガル部署との調整・交渉 • ファンドサービスプロバイダーとの調整・交渉、社内営業・プロダクト部署との調整・交渉 • オペレーションセットアップ関連タスク：米国・英国のオンボーディングチームとの連携・調整、プロバイダーとの調整・交渉、社内営業・プロダクト部署との調整・交渉 • 国内私募投信の設定に係るプロジェクト管理（含む商品概要書の作成）

500万円〜700万円

非公開

新規運用戦略のマーケティング 新規戦略の提案 顧客リレーションの構築・強化 既存戦略の運用報告／プロモーション

1000万円〜2000万円

非公開

Perform East Asia and Asia region-based audits covering equity, fixed income and private equity investment management, sales distribution and supervision, compliance, operational, risk and performance, as well as corporate function audits • Draft audit announcement memo, narratives, flow charts, risk assessments, control matrices and audit procedures • Document and assess internal controls, identify strengths and weaknesses of financial and operational controls, and recommend business efficiency opportunities • Evaluate the integrity of operational data and compliance with established policies and procedures through the audit process • Prepare and present audit reports with findings and recommendations to management • Follow up with management to ensure Management Action Plans have been implemented

1500万円〜2500万円

非公開

[Media Relations] (40%) • Build strong relationship with media. Seek impactful publicity and exposure on influential media to introduce ours investment capabilities and strengthen our brand closely working with investment professionals as well as Head of East Asia. • Lead and develop advertisements for influential media to showcase investment strategies ours manages and ESG capability. [Client events] (40%) • Plan and organize on-site/off-site events for existing investors/prospects to showcase investment opportunities our offers collaborating with local client coverage team and investment professionals. [Thought Leadership](20%) • Support to create thought leadership content which covers topics across Equity, Fixed Income, Private Asset and ESG Investing, and translate English content into Japanese, vice versa.

1000万円〜2500万円