JP

/EN

社名非公開 | 投資運用業、投資助言・代理業、第2種金融商品取引業 | 金融機関

社名非公開

業界

金融機関

企業概要

傘下に特定の資産クラスに特化したブティック型ユニットがあり、債券、株式、マルチアセット、オルタナティブ、不動産(equity・デット)の各氏さんクラスに於いて、独自の調査分析に基づくアクティブ運用を行っている。

事業内容

投資運用業、投資助言・代理業、第2種金融商品取引業

従業員数

101名-500名

求人数

7

クライアントレポーティング

企業名

非公開

仕事内容

・Ensure timely and accurate production and delivery of Institutional, Pension, Retail and Affiliate client reports ・Understand each client characteristics and products they are investing in and produce and deliver appropriate reports ・Collaborate with other teams including Technology, Investment, Sales, Product, Operations and Risk ・Analyze issues and come up with solutions ・Drive automation of manual processes by working with Technology team and also by creating and utilizing tools such as Excel formulas, Macros, MS query, MS Access, MS Power BI or Tableau

想定年収

1000万円〜1500万円

クレジットアナリスト

企業名

非公開

仕事内容

・Collection and tabulation of financial data from the bond issuers to support senior analysts’ research ・Collection and analysis of economic, industry and corporate-specific data to support senior analysts’ research ・Work on several administrative functions, including the updating of market and corporate data, and research related databases ・Attend the meeting with issuers when necessary

想定年収

800万円〜1200万円

Trade Management

企業名

非公開

仕事内容

- Daily trade operations activities to complete in a timely and accurate manner. - Trade processing for foreign bonds/equities, domestic bonds/equities, and real-estate investment funds etc. - Corporate action, Class action, Fail, OD claims, and various charges. - Communication with Trust Banks, Global Custodians, Brokers and offshore/onshore investment managers. - Cashflow management

想定年収

800万円〜1200万円

Sr. Portfolio Manager, Global Asset Management

企業名

非公開

仕事内容

Buy/sell funds and FX in Tokkin accounts and Japan investment trusts which invest in foreigndomiciled funds • Establish trade flows and negotiate with XXX internal and external stakeholders in relation to the above for new accounts • Support local Sales and Marketing teams, by working closely with XXXX Japan Product Specialists

想定年収

1500万円〜1800万円

Equity and Multi Asset Product Specialist, VP

企業名

非公開

仕事内容

 Responsible for presenting all aspects of XXX(Judgemental)/XXX(Quantitative)investment management process to prospects/clients at all stages of the sales cycle.  Work closely with Japan CAG team to drive business for XXX/XXX in Japan.  Accountable for XXX/XXX strategies through good two-way contact with respective investment teams. Effectively share information on Japanese market environment and needs with XXX/XXX.  Act as the primary liaison with clients/prospects regarding investment opportunities and related questions.

想定年収

2000万円〜3000万円

外資系アセットマネジメント会社 金法営業シニア

企業名

非公開

仕事内容

The primary responsibilities are to foster/strengthen existing client relationships and develop new business for financial institutions. You translate client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell. • Provide day to day client service to existing Financial Institutional clients • Introducing entire the Company's capabilities to company’s clients and prospect to search cross selling/new business opportunities • Closely co-work with colleague in other departments in Japan and oversea and coordinate smooth communication

想定年収

2500万円〜3000万円

Pension Sales, VP

企業名

非公開

仕事内容

The primary responsibilities are to foster/strengthen client relationships and develop new business for pension clients, Wrap business and Consultant relationships. • Obtain new business through sales/marketing activities mainly targeting large corporate pension and public investors • Build company’s brand and recognition in active management of all the asset classes including fixed income, equity, real estate and private debt. • Maintain strong relationship with overseas counterparties to gain good supports. • Introduce entire XXXX capabilities including XXXX Fixed Income, XXXX, XXXX Private Alternatives to company’s clients and prospect to search cross selling/new business opportunities • Co-work closely with colleague in other departments in Japan and oversea and coordinate smooth communication. • Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese pension market both for pitch and ongoing promotion.

想定年収

2000万円〜3000万円

Case

転職成功事例