金融機関の求人一覧

非公開

Key Responsibilities • Provide day to day support to prospective and current clients with GRES product focus • Data steward for information used by Investor Services • Manage investor onboarding with Business Development, Legal, Compliance and the Investor • Serve as a liaison with our third-party fund administrator to provide responses to recurring and ad hoc data requests involving client reporting, investment performance reporting and various other requests from clients and investment consultants • Track Separate Client Accounts day to day activities and provide communication support as appropriate as a liaison between clients, and fund administrator • Coordinate with our third-party fund administrator to provide quantitative responses for Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) • Complete consultant questionnaires and databases update requests in conjunction with our third party fund administrator • Coordinate responses to client requests across Portfolio Management, Business Development, Marketing, Communications, Investor Services and other functional groups • Assist with a variety of special projects and requests for Senior Management. • Track, oversee and validate the third-party administrator’s quarterly key performance indicator (KPI) for Senior Management reporting • Think strategically and help develop creative solutions and enhancements to better service our clients and consultants • Develop knowledge of products ; clients and prospects; and the industry overall over time, to ensure there is effective client communications and that Marketing Materials and all information released meet compliance and regulatory standards whilst maintaining marketing effectiveness

1100万円〜1300万円

非公開

A project/product manager (hands-on) at Product Management & Onboarding Japan, required to work (eventually) with limited/minimum manager oversight. Current key responsibilities of the team are: (i) onboarding/offboarding project managements, (ii) product managements, (iii) affiliate/trust bank/distributor monitoring, and (iv) fund structuring (new business contribution). Key responsibilities for this position are: (i) Onboarding/offboarding project managements: including but not limited to process and milestone management, identification of potential issues/risks, resolution/mitigation of such issues/risks, JIT Term Sheet & Trust Deed preparation, liaison & coordination among relevant teams both locally and globally; and obtainment of Product Committee’s approval including material preparation. (ii) Onboarding/offboarding project and product administrations: including but not limited to preparation of execution versions of DIM documents, project/mandate data input in the proprietary system, obtainment of required approval via proprietary systems with regards to documents execution, arrangement of actual documents execution, updates of various internal lists including offshore funds list, preparation of Zigyohokokusho (only the sections where PMO is responsible), JIT related documents/materials preparation including agreements with Japanese trust banks, FSA filing documents and fund holiday list, JIT related FSA filing, preparation of customized reports (especially around IM fees), arrangement of various internal meetings, and preparation of various meeting minutes. (iii) Product Management: including but not limited to handling client questionnaire regarding invested offshore funds of FoF products working closely with global product management teams, arrange Product Committee’s approval regarding new strategy marketing (includes material preparation), and offshore fund due diligences (includes various fund documents review and summarization) (iv) Affiliate monitoring: annual due diligence of affiliate investment managers (review DD response from each entity, prepare internal reports for Product Committee, and obtain approval) (v) JIT trust banks and distributor monitoring: annual monitoring of Japanese trust banks and distributions of existing JITs setup. (vi) Fund Structuring: consultation on and preparation of effective and efficient investment structures

1800万円〜3000万円

非公開

Summary of Role The Manager of Client Service position will lead the team of Client Service Associates who work in close partnership with the Institutional Asset Advisors to manage our institutional client relationships in Japan. The position will be required to support the team of local Client Service Associates by providing oversight and guidance, and developing their knowledge and skill set to provide exceptional client service and sales support. The Manager will be expected to promote strong partnerships with the Institutional Asset Advisors team and maintain collaborative relationships with key internal teams and business units. The Manager of Client Service will be expected to engage with local stakeholders of the institutional business, act as a point of escalation for the Client Service team in Japan and collaborate with the global Client Service management team. This position will also include the role of Head of Client Services Offices Responsibilities Essential functions: • Provide daily oversight and guidance to the Client Service Associates to help facilitate client requests, respond to internal requests and questions, and to support the Institutional Asset Advisors • Establish an environment of cooperation and teamwork amongst the institutional Client Service Associates including cross-training and coverage when team members are on leave • Promote collaboration and the development of trusted relationships between the Client Service Associates and key business partners across the firm, including but not limited to, PMG (portfolio management group), portfolio managers, client reporting, business development, operations, legal and compliance • Promote the implementation and industry best practice across the Client Service function • As the Manager of the Client Service Team in Japan, the role is part of the global client servicing effort and as such, it’s expected that the team’s servicing strategy is aligned accordingly. This includes Client Service Associates capturing client requests through CASEs • Set clear team goals and monitor the team’s performance, and report on Client Service metrics • Act as a point of escalation for the Client Service Associates • Collaborate with the global Client Service management team

1300万円〜1500万円

米兼資産運用会社

PRINCIPAL RESPONSIBILITIES Create marketing materials/contents:  Collaborate sales team and investment team and create marketing materials. Such materials include fund sales collaterals, fund/strategy promotion materials, funds/strategy newsletters, investment education materials, video contents, web/digital contents or the similar marketing contents.  Participate as an active member of product/branding promotion campaigns/projects from product marketing perspective and contribute generating ideas, developing creative deliverables.  Check/review materials/contents which other team members created. Manage external translation/creative/design venders:  Manage process of translations with external venders and complete translation from English to Japanese. Such materials include insights papers, white papers, seminar presentations, video transcripts, digital contents and so on.  Check/review materials translated by external venders.  Use, guide and collaborate creative and design venders to lead developing competitive contents or deliverables.  Partly translate/trans-create marketing materials into Japanese by his/her own capacity. Collaborate, support and mentor other team associates as a senior team member:  Collaborate, advise and co-work other team associate to improve quality of marketing materials.

1400万円〜1800万円

非公開

・海外の機関投資家（HedgeFund、中銀、アセマネ等）への為替セールス業務。 ・テクニカル分析等、様々なアプローチで市場情報を提供し、顧客ニーズに迅速に対応し、為替トレーダーとの一体運営で収益機会を追及、収益の極大化を担う。

500万円〜1200万円

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

非公開

・主に日系大企業を所管する営業本部の金融セクター担当RMとして、金融法人（リテールノンバンク、リース、保険会社、政府系、系統上部金融機関、証券会社等）向けの営業を担って頂く ・お客さまの経営陣と経営課題についてディスカッションしながら、預金・貸出・為替/決済を中心とした伝統的なバンキング業務に加え、当行グループの信託、証券等の知見・プロダクトを総動員して、お客様の課題解決を図る ・また、産業金融を担う銀行として、社会課題起点での各種アドバイザリーや、お客さまと共にリスクをとり、お客さまと共同で事業を推進する事業共創投資といった取組みも行っている

500万円〜1400万円

非公開

【業務内容】 ・主に日系大企業を所管する営業本部のRMとして大企業グループを担当（セクター軸で企業を担当） ・預金・貸出・決済を中心としたバンキング業務および社会課題起点・顧客経営課題起点での各種アドバイザリー業務（銀行・信託・証券などグループを横断活用した提案業務）

500万円〜1400万円

非公開

Primary responsibilities/essential functions: • Tactical focus: Works with a variety of internal and external stakeholder groups (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, analytics and attribution. • Calculates and analyzes fund, account, manager, and composite investment results • Validates investment results and fund, account, index, composite, and benchmark information using internal and external systems • Researches, analyzes, and resolves discrepancies with internal operational teams • Prepares and validates attribution analysis • Accesses, assembles, manipulates, and interprets large data sets • Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results • May design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes • Creates a narrative out of data and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable • Manages low to moderate complexity departmental projects and process improvements using project management methods and technology • Manages diverse stakeholders, providing effective communication and gaining alignment • Performs additional responsibilities, as assigned • Domain Knowledge Focus: Applies knowledge of XXX System and technical skills to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics. • Consultative / Business Acumen Focus: Serves as a subject matter expert to formulate and provide investment results and quantitative analytics to internal and external stakeholders. Provides deep dive analysis and research upon request.

1500万円〜1700万円

非公開

・内部管理、内部監査、検査に関する業務 ・AML、KYC、FATCA、CRS対応及び利益相反管理に関する業務 ・広告、契約の審査に関する業務 ・主務官庁等への報告・届出及び検査対応に関する業務 ・諸法令等に係る調査・分析、遵守に関する業務 ・諸法令等に基づく社内方針、宣言、及び当社規程等の策定、監修に関する業務 ・監視、調査結果に基づく各部署への勧告、指導に関する業務 ・会社全般に関する法務・コンプライアンスに関する業務

1200万円〜1800万円