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社名非公開

社名非公開 | Head of Client Reporting

米国に拠点を置く世界有数の独立系資産運用会社。世界20か国以上に拠点を置きます。

アセットマネジメント

企業名

非公開

職種/ポジション

アセットマネジメント

仕事内容

 Team Leadership: Supervise a team of 5 institutional reporting staff and 2 ITM reporting staff, ensuring effective team management and maintenance.  Process Oversight: Monitor and continuously review the report production process, including offshored and outsourced processes.  Project Involvement: Lead and participate in client reporting projects at local, regional, and global levels.  Issue Resolution: Address and resolve issues related to the team, staff, and reports, and report to the management team.  Capability Assessment: Regularly evaluate the team's capability and capacity to meet both strategic and business-as-usual needs.  Stakeholder Communication: Maintain effective communication with local stakeholders (Sales, Investment, Products, IT) and overseas client reporting and IT teams.  Strategic Planning: Develop strategies to establish a best-in-class reporting team and upgrade the reporting platform.

必要経験

Work Experience: • Extensive experience in institutional client reporting, particularly for public pensions and financial institutions, as well as retail fund reporting. • Proven experience in managing a reporting team. • Experience or deep knowledge in reporting data/platform changes. • Broad knowledge of various investment products, including equity, fixed income, and alternatives. • Comprehensive understanding of accounting, performance/attribution, and reporting-related regulations (e.g., Basel III). Education: • University degree or higher. • CFA, CMA, or similar certification is preferred. Skills and Attributes: • Fluency in English and native proficiency in Japanese (mandatory). • Strong management and leadership skills.

想定年収

2000万円〜2500万円

予定勤務地

東京

雇用形態

正社員(期間の定め無し)

待遇/福利厚生

休暇

求人ポイント

Case

転職成功事例