社名非公開 | Client Relations Analyst

非公開

アセットマネジメント

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.

• Demonstrates a working knowledge of the department’s functional responsibilities, CG mandates, investment vehicle structures, fees, different CG business models, internal policies, practices, reporting and regulatory requirements. • Demonstrates a working knowledge of the interdependencies with various institutional clients, business leaders within CG including Portfolio Managers, Relationship Mangers, Governance committees, boards, etc. • Demonstrates a working knowledge of the investment management industry as it relates to institutional market. • Demonstrates an in-depth knowledge of Microsoft applications and business applications. Exhibits knowledge in troubleshooting issues and creatively enhancing work assignments.

1000万円〜1200万円

東京

正社員（期間の定め無し）