(4ページ目)求人情報検索TOP

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

Key Work Level Accountabilities: Manager or Expert  For people managers, accountable for managing and motivating others to ensure quality of delivery to customers and stakeholders  For technical specialists, accountable for delivering expert advice or service, using specialist knowledge and subject matter expertise  Applies judgement to deliver outcomes, evaluating a range of potential solutions, considering the impact for customers, cost and risk  Manages conflicts that may impact delivery  Challenges upwards given knowledge of delivery and awareness of complex systems and the broader picture  Identifies and anticipates need for changes to continuously improve quality and efficiency of output  Manages resources and risks using expert judgment, know-how and experience Key Responsibilities for this role:  Working closely with APAC distribution team to ensure seamless coverage, and aligning the service offering to the global client service experience whilst remaining sensitive to local market needs. Typical client service activities include: o Assist with onboarding of clients / new business and operational due diligence, building an understanding the client and their requirements o Liaise with TAs and custodians to assist clients, facilitation and escalation – e.g. account set up for pooled fund clients o Undertake client set up and change activities, coordinating with relevant stakeholders and aligning to the service catalogue, being the advocate for the client o Co-ordinate regular reporting requirements, including regulatory report requests (e.g. audit, regulatory requests) o Co-ordinate and handle client queries and requests o Resolve client issues (e.g. handholding on a settlement) and complaints o Undertake event-driven communications, e.g. pricing errors, breaches o Communicate with clients on day-to-day matters, ensuring delivery of the required services o Support other parts of the Client Service Delivery team or Sales teams (e.g. liaising on contractual matters, providing cover) o Work closely with key stakeholders to support relationships – e.g. attendance at client meetings, liaising with fund managers and fund manager assistants and custodians o Collaborate with local client-facing teams in Sales and Investment to ensure a seamless and excellent client service experience  Ensure you fully adopt global Client Service Delivery processes and supporting systems for an efficient, consistent and high quality client service experience  Ensure all client servicing systems (e.g. Service Catalogue, Onboarding, Query Management) are used correctly by the team and kept up-to-date to maintain visibility of service standards and trends and to share visibility of client interactions with other client-facing teams  Work with the Client Service Enablement team to ensure consistent, high quality service delivery in line with standards  Raise new or emerging requirements with Client Service Enablement team to review in line with the service catalogue or specific capabilities  Collaborate with other sales colleagues and Global Client Service Delivery team management to share ideas and support client activities between regions where required  Work closely with key stakeholders in region, in particular country heads and heads of channel to support the overall client engagement lifecycle, including the sales process  Work collaboratively with local Sales Support to ensure there is no duplication of work or inconsistent client messaging  Manage the relationships of our UK-based APAC clients, and supporting new business opportunities.  Coordination and hosting of APAC client meetings in London office.  Acting as a regular contact point for client queries where necessary, ensuring they are answered timely and accurately, in coordination of APAC Distribution team

1800万円〜2300万円

非公開

国内・海外インフラ事業（再生可能エネルギー・船舶・航空機・森林など）を中心とした実物資産系投資案件の創出及び関連金融商品（ファンド）の組成・販売 ・事業会社等との外部ステークホルダーやグループ会社とのコンタクトを通じた投資案件ソーシング ・投資家・レンダー・ディベロッパー等の多岐に渡る事業関係者との協議を通じた投資案件の組成、会計・税務・法制度を踏まえた最適なストラクチャリングの立案 ・関連金融商品（ファンド）のストラクチャード・ファイナンス組成等のFA業務 ・関連金融商品（ファンド）の投資家向け説明・販売 ・関連金融商品（ファンド）の運用・モニタリング

1200万円〜1800万円

非公開

国内外債券、為替取引関連全般 ※一部夜間取引あり（経験や能力に応じて割当）

800万円〜1300万円

非公開

⚫ 運用商品（ヘッジファンド及び/または低流動性資産商品）に関するマネジメント ⚫ 営業支援 ⚫ 外部運用機関とのリレーション構築

800万円〜1300万円

非公開

・投資信託営業関連業務 ・公募投資信託の販売会社（グループ会社、証券会社、銀行など）への商品提案とリレーションシップ強化、マーケティング企画・販売サポート、営業周辺業務 ・勉強会、研修、投資家向けセミナー講師、Web セミナー講師など ・マーケティングの企画、資料の作成

800万円〜1500万円

非公開

取引規制関連を含むコンプライアンス業務全般（インサイダー取引、自己取引、接待贈答、内部通報 他） 主な業務内容（一部重複）： ・審査関連（自己取引、接待贈答等） ・モニタリング関連（接待贈答、インサイダー取引、利益相反等） ・相談関連（法人関係情報、内部通報等）

700万円〜1300万円

非公開

プライベートデットファンドのゲートキーパー業務

800万円〜1400万円

非公開

・国内債券アクティブ運用のクレジット戦略担当ポートフォリオ・マネジャーとして、超過収益獲得のためのクレジット・ポジションのコントロール、個別銘柄の売買を立案、執行する。 ・戦略立案にあたって、マクロ経済、市場動向に関する情報収集、リサーチを実施し、クレジット・アナリストと連携し個別企業の信用力を把握、国内クレジット市場の将来の方向性、個別銘柄のスプレッド動向を予測し、具体的なポジションの提案を行う。 ・経済、市場、個別銘柄のリサーチにおいては、経済理論、ファイナンス理論、経済統計、財務分析に関する知識を用い、データに基づいて分析を行う。 ・ＲやＰｙｔｈｏｎ、ＶＢＡ等のプログラミングを活用し、統計処理や運用ツール開発、業務フロー改善のためのインフラ開発等を行う。 ・他部署と連携し、顧客向けの運用報告書のコメント作成、大口顧客への運用状況の報告を行うほか、新規顧客向けの運用商品のプレゼンテーションを行うことがある。

600万円〜1300万円

非公開

・インベストメント・ソリューション部において、同社ヘッジファンドプロダクトに係る、プロダクト・スペシャリストとして、①商品組成、②マーケティング資料作成・説明、③顧客報告資料作成・説明、④問い合わせ対応、等の対応。

800万円〜1500万円