社名非公開 | 証券投資信託の委託業務、有価証券に関する投資一任業務、及び投資顧問業務 | 金融機関

非公開

・RFIs,RFPsやデューディリジェンスに必要な情報をリサーチ、収集する ・同社の投資戦略哲学やプロセスの内容を、外部にタイミングよく、適正に外部に送られるよう文章にする ・顧客のニーズを理解するためのRFPキック―オフコールをコーディネートする ・データベースと内部のシステムから投資戦略に関するデータと情報を収集する

1100万円〜1500万円

非公開

・シニアマネージャーのアシスタントを担当しながら、各部門の業務にも一部踏み込んだサポートや、基本的なデータ作業（情報収集や簡単な分析など） ・他部門2名のシニアマネージャーのスケジュール管理、出張手配、経費精算サポートなど

1000万円〜1200万円

非公開

・Produces marketing/presentation materials and client reports ・Collaborates with other teams as the owner of marketing materials/client reports ・Performs additional tasks/responsibilities as assigned.

1000万円〜1200万円

非公開

The Stewardship Analyst, as a member of the ESG team, is responsible for conducting proxy research culminating in proxy voting recommendations to the Investment Group (IG) and engaging with portfolio companies on stewardship priorities; more junior roles will assist with proxy voting operational responsibilities. The associate in this role demonstrates strong working knowledge of XXX proxy voting guidelines and works under direction only as needed. Partners and provides guidance to Analysts/PMs and the ESG team as needed to conduct sector and industry specific research in support of investment frameworks and case studies to analyze and recommend best practices and standards. Displays a full understanding of the proxy voting and engagement cycle and may represent XXX at industry events in order to deliver insights, best practices and process enhancements back to the Stewardship team.

1000万円〜1500万円

非公開

• Provides and ensures daily operational service or assistance to the site, and acts as a subject matter expert (SME) in one or more of the following areas: • Facilities maintenance • Health and Safety • Physical & Electronic security

900万円〜1100万円

非公開

Primary responsibilities and essential functions: • Advisor training & train the trainer program o Assess existing FIT team’s advisor training programs and define a plan to complement and evolve the existing programs. o Leverage advisor training tools such as XXXX Learning and build investment and product-agnostic training programs. o As a member of EACG External Client Education team, partner with NACG Client Education team to understand the CG global training contents, identify opportunities to leverage and localize contents and experience for the Japan market. o Independently and in partnership with Marketing, create local market-specific contents that fit the varying needs of the clients and distributors. This includes building training programs and contents for distributors and their advisors, IFAs and insurance agents based on direct input from the clients, sales teams and EACG and NACG teams. o Work with the External Client Education teams to assess the service delivery model required to implement an effective advisor training program – determining what can be conducted locally vs via the central function. o Determine a train the trainer model for FIT team. o Conduct advisor trainings (workshops) with or on behalf of FIT team when needed. o Directly work with and engage with clients to help address their advisors’ needs through investment and product-agnostic trainings, and help improve their interactions with investors that align with our philosophy. o Function as a program and content designer, and a moderator for large scale events e.g. IFA seminar. • Institutional client training o Work with IB team to build and coordinate client training programs for select clients and key prospects primarily financial institutions. This includes determining appropriate contents and presenters, and building and coordinating programs. o Work with Relationship Managers, Client Relations, Investment Directors and Marketing to identify opportunities for improving the training EACG can offer to institutional clients. o Define an ongoing feedback loop with clients to ensure their views are included in the continuous improvement in our training programs • Strategic partnership and global collaboration o Support Head of Client Education Japan to plan strategies on how to drive Japan’s sales growth through leveraging CG’s accumulated knowledge and expertise of existing intermediary sales support model in abroad. o Collaborate with CG’s internal stakeholders to establish digital content delivery platform (digital classroom, webinar, video and podcasts)

1400万円〜1600万円

非公開

・Business Partner（人材育成や制度設計、社員同士の問題解決などを含む）業務 ・海外も一部カバーする為、英語力も必要

1300万円〜1600万円

非公開

Primary responsibilities/essential functions: • Tactical focus: Works with a variety of internal and external stakeholder groups (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, analytics and attribution. • Calculates and analyzes fund, account, manager, and composite investment results • Validates investment results and fund, account, index, composite, and benchmark information using internal and external systems • Researches, analyzes, and resolves discrepancies with internal operational teams • Prepares and validates attribution analysis • Accesses, assembles, manipulates, and interprets large data sets • Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results • May design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes • Creates a narrative out of data and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable • Manages low to moderate complexity departmental projects and process improvements using project management methods and technology • Manages diverse stakeholders, providing effective communication and gaining alignment • Performs additional responsibilities, as assigned • Domain Knowledge Focus: Applies knowledge of XXX System and technical skills to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics. • Consultative / Business Acumen Focus: Serves as a subject matter expert to formulate and provide investment results and quantitative analytics to internal and external stakeholders. Provides deep dive analysis and research upon request.

1500万円〜1700万円

非公開

【主な業務内容】 当社ファンドのプロモーション活動全般（特につみたてNISAやDCを通じた営業に注力）  販売会社（銀行、証券やIFAなど）の支店営業社員向け勉強会の企画・実施  販売会社本部へのプロモーションのサポート  個人投資家向けセミナーの実施のサポート

1500万円〜1700万円

非公開

【主な業務内容】 当社ファンドのプロモーション活動全般（特につみたてNISAやDCを通じた営業に注力）  販売会社（銀行、証券やIFAなど）の支店営業社員向け勉強会の企画・実施  販売会社本部へのプロモーションのサポート  個人投資家向けセミナーの実施のサポート

800万円〜1000万円

非公開

•Is responsible for managing the planning, operations, and delivery aspects of the following: - Facility maintenance - Vendor management - Safety and security (including Ergonomics) - Associate services (e.g., convenience benefits, transportation) - Visitor services (e.g., reception and the visitor experience) - Client and internal events - Meeting/food service operations - Crisis Management and Business Continuity local site planning and event response - Space planning and move coordination - Mailroom - Coordination of the leasing function and management of the relationship with building management - Site-wide events to engage associates and build office camaraderie - Procurement of office, supplies, and equipment •Collaborates with site leadership and OS senior management to establish service standards and guidelines. •Creates and manages the site operating budget. •Has interest and ability to broaden contributions and impact over time •Participates in business planning and strategy discussions within Office Services, often leading department and regional initiatives. •Collaborates and consults with site leadership to assess, recommend and respond to urgent, safety/security issues and/or highly visible business events (e.g., safety and security response issues, business continuity events, crisis management, leadership meetings etc.) as needed. •Works with local/regional senior business leaders to develop strategic direction of Office Services in the region •Manages site projects and related vendors that impact the office set up and productivity

1900万円〜2200万円

非公開

Retain client relationships by delivering proactive client servicing: • Provides ongoing service to external institutional and intermediary clients: o Resolves critical service inquiries (e.g., transactional, investment queries, compliance, fees/billing, operational) o Liaises with internal departments and utilizes various systems or other resources to serve as a client advocate and collect relevant information to resolve service inquiries. o Provides relationship team visibility to client interactions. Escalate critical items to relationship team or other areas internally if necessary. o Assists in planning and executing client Due Diligence meetings as needed, which may involve hosting in-person client meetings. o Prepares for and co-facilitates recurring meetings with Distribution and other internal team members. o Supports the development of annual client business plans, and tracks progress against goals throughout the year. o Conducts research and shares perspective to inform sales approach with existing clients. o May provide support to Consultant teams within Distribution including assisting with responses to Consultant firm inquiries, RFI/RFP coordination and other ad hoc operational service requests. • Operational Support & Reporting: Responsible for coordination of all aspects of operational servicing: o Coordinates with legal and operational teams to handle account set up, IMA and investment guideline negotiations, account transitions, new market openings, transfers, cashflow management, and terminations. o Arranges and, with supervision, chairs meetings with internal departments, clients and/or consultants to discuss servicing and operational requests. o Serves as the main interface between external clients, their service providers (including, but not limited to, consultants, transition managers, custodians, and record keepers) and internal departments o Provides ad hoc reporting and internally driven organizational communications regarding routine matters to clients and consultants. o Partners with the Reporting Team to define ongoing client reporting support. o May deliver a variety of compliance and regulatory reporting. o Coordinates the process and reviews responses to due diligence questionnaires and RFIs. o Collaborates with Global Fee Consulting on all fee-related matters.

1000万円〜1200万円

非公開

Asia（7オフィス）の社員のSupportを行うポジションでありつつ、東京オフィスにて日本語で対応いただく業務も多く含みます。 • 入社・退社・異動者のOnboarding、Offboarding、Transfer、各種Letter作成、異動に伴う社会保険に関する各種事務 • 就業規則、各種ベネフィット、勤怠管理システム（Applic8）などのレビュー＆メンテナンス業務 • そのほか、東京オフィスの人事に関するAdmin業務（安全衛生業務、請求書対応、イベント時のSupport、証明書作成、監査対応、届出対応）

750万円〜900万円

非公開

Marketing部Publisher

850万円〜1150万円