米兼資産運用会社 | 資産運用業務 | 金融機関

米兼資産運用会社

Responsible for sales and revenue generation and/or client t relationship management for institutional business. The position is expected to lead corporate pension business amid a new reform in ｒetirement industry across DC, DB and NISA.　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　　 Be an entrepreneur in Retirement business which is still emerging in Japan but assumed to grow referring to US. It is highly appreciated if the person shall be equipped to lead all stake holders to a

2500万円〜5000万円

米兼資産運用会社

 Setup, configure, install and troubleshoot desktop hardware and software ensuring full compliance with corporate guidelines and standards.  Provides support including training, mentoring, acting as subject matter expert for certain software groups, answers questions, along with representing the group in large multi-divisional projects.  Develops and tracks performance measures and analyzes results to determine best system configuration.

応相談

米兼資産運用会社

Research & Analysis • Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Lead PA will often provide direct support for marketing, sales, and client service efforts. • Create custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale. • Maintain knowledge necessary to act as a subject matter expert on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter expertise is used to support existing strategies and may be used to bolster new product initiatives. • Create quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions. • Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies. • Maintain expertise on multiple investment data applications to extract investment data and conduct analysis. Provide Leverage to Other Investment Professionals • Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. • Act as an authoritative investment resource for content creation including custom presentations, exhibits, and analysis (i.e. kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution. Content is often appropriately tailored to applicable audience and region. • Represent investment staff’s perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities. • Potentially participate and/or lead client meetings and/or client investment reviews, depending on coverage area and business needs. Franchise & Asset Class Support • Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs. • Contribute to an informed salesforce by providing general education, onboarding, one-on one coaching, and the facilitation of quarterly meetings with distribution associates. Messages are often appropriately tailored to business unit and region. • Educate and train diverse teams within XXX on capital markets, investments, economics, asset classes, and investment portfolios. Messages are often appropriately tailored to business unit and region. • Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage. • Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries). • Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups. • Mentor new and junior members of the team.

1000万円〜1300万円

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

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