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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

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

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

【部署概要】 市場関連取引のバック関連業務 【職務内容】 ・各種市場関連取引（外国為替関連、デリバティブ、公共債等）のバック業務（取引管理・清算機関への決済指図、対外決済業務） ・業務担当チームのマネジメント若しくはマネジメント補佐 【身につくスキル】 市場性取引の管理・決済実務スキル

500万円〜700万円

非公開

【部署概要】 市場関連取引のバック関連業務 【職務内容】 ・各種市場関連取引（外国為替関連、デリバティブ、公共債等）のバック業務（取引管理・清算機関への決済指図、対外決済業務） ・首都圏被災時のバックアップ機能 【身につくスキル】 市場性取引の管理・決済実務スキル

400万円〜600万円

非公開

CX（顧客体験）戦略策定、新規サービスデザイン＆プロデュース、マーケティング/セールス/カスタマーサクセス業務変革といった領域をテーマに、Ridgelinez独自のフレームワーク、手法を用いて、クライアント企業における独自性や成長性、競争力を備えたCX変革の実現を統合的に支援します。 ■主なコンサルティングテーマ (1) 新規事業/サービスのデザイン&プロデュース (2) 需要喚起/情報提供から購買、ファン化に至るCXのデザイン (3) デジタルマーケティング戦略策定・実行支援 (4) 顧客接点（Webサイト/EC等）の評価・リニューアル (5) マーケティングキャンペーン/会員制度の企画・運用支援 (6) BtoB企業における営業変革支援 (7) CX評価・分析と改善サイクル確立・運用支援 (8) 目指すCXの実現に向けたテクノロジー導入 など ■業務内容と期待する役割 プロジェクトの背景や与件を踏まえ、下記内容についてクライアントとコミュニケーションを取りながら、コンサルティングプロジェクトの企画提案からアウトプットの作成までを自律的に取り組んでいただきます。 (1) カスタマーインサイトの獲得・整理（データ分析、アンケート/インタビュー調査等） (2) あるべきCXや顧客獲得～ファン化のアプローチ設計 (3) あるべきブランドビジョンの策定 (4) 新規商品/サービス開発における企画・プロデュース (5) 顧客接点のリニューアル企画構想・構築PM/PMO (6) テクノロジー導入の企画構想・構築PM/PMO (7) マーケティング・営業・カスタマーサクセス業務における組織・業務プロセス等の設計 など

1100万円〜1300万円

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

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

業務内容 ファンドの資金管理 - 日次残高モニタリング - キャピタルコール・配当償還（金額試算および実行事務を含む） - インボイスの管理および支払指図 - 他キャッシュフロー - 資金繰り表作成（現在課題事項） 投資実行事務 - スケジュール管理、資金手当て、事務管理会社や社内関連部署との連携 為替取引 - スケジュール管理、金額試算、発注事務 ファンド借入 - スケジュール管理、金額試算、借入指図 各種報告書の作成 - 投資家向け四半期報告書、ファンドボードミーティング報告資料、運用委員会資料、商品戦略委員会資料、投資家指定フォーマット報告書など データ管理 - ルックスルー、ポートフォリオ、投資家指定フォーマット等のデータの収集・整理 AIFM対応 - データ提供および各種Questionnaire・DDQ対応 監査対応 - 内部統制およびファンド監査への対応 アドミニストレーター対応 -主担当窓口として、各種事象の対応 外部ベンダー管理 - 各種外部サービスプロバイダーとの調整および契約管理 下位者・派遣社員の教育 - 業務サポートを行う下位者や派遣社員の指導・教育 その他ファンド設定・運営・管理に関する事務全般

800万円〜1200万円

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