金融機関の求人一覧

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

非公開

・主に日系大企業を所管する営業本部の金融セクター担当RMとして、金融法人（リテールノンバンク、リース、保険会社、政府系、系統上部金融機関、証券会社等）向けの営業を担って頂く ・お客さまの経営陣と経営課題についてディスカッションしながら、預金・貸出・為替/決済を中心とした伝統的なバンキング業務に加え、当行グループの信託、証券等の知見・プロダクトを総動員して、お客様の課題解決を図る ・また、産業金融を担う銀行として、社会課題起点での各種アドバイザリーや、お客さまと共にリスクをとり、お客さまと共同で事業を推進する事業共創投資といった取組みも行っている

500万円〜1400万円

非公開

【業務内容】 ・主に日系大企業を所管する営業本部のRMとして大企業グループを担当（セクター軸で企業を担当） ・預金・貸出・決済を中心としたバンキング業務および社会課題起点・顧客経営課題起点での各種アドバイザリー業務（銀行・信託・証券などグループを横断活用した提案業務）

500万円〜1400万円

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

・内部管理、内部監査、検査に関する業務 ・AML、KYC、FATCA、CRS対応及び利益相反管理に関する業務 ・広告、契約の審査に関する業務 ・主務官庁等への報告・届出及び検査対応に関する業務 ・諸法令等に係る調査・分析、遵守に関する業務 ・諸法令等に基づく社内方針、宣言、及び当社規程等の策定、監修に関する業務 ・監視、調査結果に基づく各部署への勧告、指導に関する業務 ・会社全般に関する法務・コンプライアンスに関する業務

1200万円〜1800万円

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

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

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

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

非公開

募集部門の主な業務： 投資信託の約款、目論見書、有価証券届出書、運用報告書等の法令で定められている情報開示書類の作成・再監等の業務 業務概要  新ファンド設定時における開示書類の新規作成・再監、当局への届出  既存ファンドの継続開示における書類の作成・再監、当局への届出  約款変更・償還時における書類作成・再監、当局への届出  運用報告書の作成におけるアウトソース先との連携 当該ポジションの主な職務内容：  新ファンド設定時における約款、目論見書、有価証券届出書の新規作成・再監、当局への届出  既存ファンドにおける目論見書の改訂、有価証券届出書・報告書の作成・再監、当局への届出  約款変更・償還時における書類作成・再監、受託銀行との連携、当局への届出  運用報告書の作成におけるアウトソース先への入稿・指示・再監

700万円〜1200万円