米兼資産運用会社 | 資産運用業務 | 金融機関

米兼資産運用会社

Responsible for sales and revenue generation and/or client t relationship management for institutional business. The position is expected to lead corporate pension business amid a new reform in ｒetirement industry across DC, DB and NISA.　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　 Be an entrepreneur in Retirement business which is still emerging in Japan but assumed to grow referring to US. It is highly appreciated if the person shall be equipped to lead all stake holders to a

2500万円〜5000万円

米兼資産運用会社

 Setup, configure, install and troubleshoot desktop hardware and software ensuring full compliance with corporate guidelines and standards.  Provides support including training, mentoring, acting as subject matter expert for certain software groups, answers questions, along with representing the group in large multi-divisional projects.  Develops and tracks performance measures and analyzes results to determine best system configuration.

900万円〜1100万円

米兼資産運用会社

Research & Analysis • Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Lead PA will often provide direct support for marketing, sales, and client service efforts. • Create custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale. • Maintain knowledge necessary to act as a subject matter expert on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter expertise is used to support existing strategies and may be used to bolster new product initiatives. • Create quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions. • Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies. • Maintain expertise on multiple investment data applications to extract investment data and conduct analysis. Provide Leverage to Other Investment Professionals • Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. • Act as an authoritative investment resource for content creation including custom presentations, exhibits, and analysis (i.e. kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution. Content is often appropriately tailored to applicable audience and region. • Represent investment staff’s perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities. • Potentially participate and/or lead client meetings and/or client investment reviews, depending on coverage area and business needs. Franchise & Asset Class Support • Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs. • Contribute to an informed salesforce by providing general education, onboarding, one-on one coaching, and the facilitation of quarterly meetings with distribution associates. Messages are often appropriately tailored to business unit and region. • Educate and train diverse teams within XXX on capital markets, investments, economics, asset classes, and investment portfolios. Messages are often appropriately tailored to business unit and region. • Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage. • Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries). • Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups. • Mentor new and junior members of the team.

1000万円〜1300万円

米兼資産運用会社

POSITION PURPOSE This position produces client reporting solutions for institutional and intermediary clients in Japan and delivers these solutions as part of the regular monthly and quarterly reporting cycles. As part of the client reporting team, the Client Investment Reporting Analyst is responsible for providing high quality output for our expanding Japanese client base, including financial institutions, pension funds and third-party distribution intermediaries. PRINCIPAL RESPONSIBILITIES Production  Utilize the global and local reporting platforms to produce and dispatch a defined set of standard and customized reports for Japanese investors in funds and separately managed accounts over monthly and quarterly reporting cycles  Collaborate with the team and stakeholders mainly in Tokyo to optimize efficiency and quality in the operating model, ensuring an appropriately high standard of service is provided to the Distribution teams and to clients in Japan  Ensure production timeliness, while meeting quality and compliance requirements Projects  Take responsibility where required for designated projects benefiting and impacting Client Reporting in Japan.  Present status updates on such projects in a timely and quality manner.  Utilize meetings, networks and business knowledge to anticipate new requirements and any potential obstacles.  Liaise between business partners and technology including in Legal, Compliance, Investments, Distribution, Operations, Product & Marketing, among others, to ensure requirements are met, issues are addressed, and gaps are closed

900万円〜1100万円

米兼資産運用会社

PRINCIPAL RESPONSIBILITIES Create marketing materials/contents:  Collaborate sales team and investment team and create marketing materials. Such materials include fund sales collaterals, fund/strategy promotion materials, funds/strategy newsletters, investment education materials, video contents, web/digital contents or the similar marketing contents.  Participate as an active member of product/branding promotion campaigns/projects from product marketing perspective and contribute generating ideas, developing creative deliverables.  Check/review materials/contents which other team members created. Manage external translation/creative/design venders:  Manage process of translations with external venders and complete translation from English to Japanese. Such materials include insights papers, white papers, seminar presentations, video transcripts, digital contents and so on.  Check/review materials translated by external venders.  Use, guide and collaborate creative and design venders to lead developing competitive contents or deliverables.  Partly translate/trans-create marketing materials into Japanese by his/her own capacity. Collaborate, support and mentor other team associates as a senior team member:  Collaborate, advise and co-work other team associate to improve quality of marketing materials.

1400万円〜1800万円

米兼資産運用会社

• This position is responsible for writing and completing commentaries covering review periods (monthly, quarterly, semi-annual, and annual) and ad-hoc investment reports for clients who entrust their funds to investment strategies offered by us on behalf of the portfolio manager responsible for each investment strategy. • The main task of the JW is to transcreate English commentaries written by the primary writer in charge of each investment strategy (located overseas), while editing them for appropriate content. • The JW is required to be flexible in their editing, not to translate directly, but to adapt to the preferences, knowledge-level, and interests of the Japanese clients and to the format of the report. • If the quality or quantity of the English commentary is not sufficient, JW must supplement the content through their own research. • The candidate may be required to write an original commentary (without the aid of an English report). For this purpose, they are granted access to our research database, however, they are required to understand the content of the source English reports written for the investment team and summarize them in client-friendly language. • The JW may also produce Thought Leadership commentaries (also known as Insights or White Papers), should they wish to do so. However, the contents of the Thought Leadership commentary must be related to our investments and contribute to the Japanese business. • Periodical investment report commentaries are the JW’s first priority and Thought Leadership commentaries are to be written in between reporting cycles.

1300万円〜1600万円

米兼資産運用会社

1. Toshin (ITM) related Deal with all legal aspects in relation to the establishment and maintenance of Japanese investment trust fund (toshin) range including: • draft, review and negotiate fund related agreements and documents such as distribution agreements, trust deeds and ancillary documents (such as operational agreements with the trustee); • review the securities registration statements and fund prospectuses drafted by Senior Manager (Legal Analyst); • work closely with colleagues in the product, the sales and the operation teams to identify legal, commercial and operational issues and work collaboratively to reach resolution; • deal with operational matters as they arise from time to time (eg NAV errors); and • deal with request from clients and other client related matters. Review presented business issues, conduct legal research and investigations, and craft legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the entities. Issues are typically complex or without much precedence and require creative solutions. 2. Separate Account IMA related Draft, review and negotiate investment management agreements (“IMAs”) for Japanese separate trust (ichinin) structures, foreign third-party fund structures (such as Cayman funds) and sub-advisory business. This includes the drafting of the main part of the IMAs, the investment guidelines (as required) and the fee schedules, as well as review of ancillary documents such as operational agreements with the trustee. Work closely with the onboarding team, the sales team and other business units as well as the trustees and clients to identify issues and negotiate resolution. Review presented business issues, conduct legal research and investigations, and craft legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the entities. Issues are typically complex or without much precedence and require creative solutions. 3. Regulatory Provide regulatory advice in particular in relation to the Financial Instruments Exchange Act. In doing so, review presented business issues, conduct legal research and investigations, and craft legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the entities. Issues are typically complex or without much precedence and require creative solutions. Monitor regulatory developments that impact the firm and provide interpretation and guidance on the impacts of such changes on the firm. Work closely with compliance to ensure that the business is made aware of such developments and to provide training and consultation as required. Take part in internal projects for implementation of the new laws and regulation. 4. Vendor contracts Work on other general commercial work such as negotiations of vendor contracts especially when Japanese law and/or language skills are required. 5. Conduct other miscellaneous legal tasks such as the following: (a) Providing legal support and advice to various project initiatives to support the business as and when they arise. (b) Review trading agreements including Trading Authorities and ISDA Agreements by working closely with the Legal Capital Markets Team. (c) Review transactional documentation required to invest in IPOs and private placements where these investments are time sensitive by working closely with the Legal Capital Markets Team. (d) Provide corporate secretarial support to the company by working closely with the Corporate Governance team.

1500万円〜2200万円

米兼資産運用会社

 Maximize the team members' time by performing administrative duties related to the scope of the team members' responsibilities. These duties include but are not limited to: scheduling appointments, preparing correspondence, coordinating catering requests, compiling agendas, screening calls and visitors, coordinating complex travel arrangements and processing expense reports. Additionally, the Assistant will coordinate both internal and external meetings, maintain extremely active calendars and maintain filing and organization of work.  Manage information flow. Coordinate appropriate materials for meetings, appointments and presentations through a variety of sources. Bring to the team members' attention only those matters for which they need to be informed of and which must receive immediate attention.  Assist Japan COO in organizing two local governance committees: Japan Operating Committee (JOC) and Japan Client Excellence Committee (JCEC). These tasks include but are not limited to: scheduling committees, collecting materials, taking minutes, and supporting Japan COO in associated administrative matters. Especially for JCEC, the Assistant will become a secretary of the committee and will be primarily responsible for these tasks.

800万円〜1000万円

米兼資産運用会社

PRINCIPAL RESPONSIBILITIES  Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.  Preparation for quarterly client review meetings, including kit delivery and briefing note production.  Responds to client and sales meeting follow ups, within 24 hrs – chase up with other departments or via client operation’s manager where required.  Follow up on specific sales leads as directed by the RM.  Attend internal account coordination meetings.  Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing.  Proactively communicate with clients and prospects on relevant issues related to their business.  Key Account Management – research key accounts and provide suggestions on further developing the relationship.  Marketing – Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.  Investment – build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.  Product group – need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.  Industry – proactively read reports, news bulletins and share relevant information.  Execute Japan institutional client business across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.

1200万円〜1400万円

米兼資産運用会社

 Visits branch offices throughout Japan to conduct study sessions and seminars.  Do cold calls to branch offices to grow/retain the AUM for our funds.  Develop strong relationships with branch managers and FAs.  Collaborates with RMs by sharing information in the branch and helping RMs obtain new mandates.

1200万円〜1500万円