社名非公開 | 投資運用業、投資助言・代理業 | 金融機関

非公開

・リテールマーケティングの資料（プレゼンテーション資料、ファンドの案内書、ビデオ、広告など）の企画と作成 ・マーケティングのデータや緊急のレターのアップデートやチェック ・日本の投信ビジネスの企画と実施 ・オンライン・ブローカーへの営業活動

応相談

非公開

・プロダクトマネジメント：ポートフォリオとマーケットを密にフォローする。フィデューシャリー責任が十分に果たせているか運用状況をモニターして、運用チームをサポートする ・グローバルの運用拠点と接点を持ち、プロダクトの効率的なフローやその他関連する情報を提供する ・営業チームと密に働き、債券プロダクトに関する適切でタイムリーなサポートを行う ・営業や運用チームと一緒に新規プロダクトの開発に努める

1200万円〜1500万円

非公開

・運用コンプライアンス：運用ガイドラインのモニタリング。 ・個々のトレードの監視 ・日本株の大株主へのレポート

応相談

非公開

Responsible for day－to－day operational activities for Investment Trust funds to make sure that daily fund NAVs can be calculated and published timely. ・Oversee the third－party fund accountant to maintain operational capability. ・Work closely with technology team to communicate business requirements/needs to implement process improvements/automation for operational excellence ・Support key projects/changes as SME （Subject Matter Expert） ・Build good relationship with internal business stakeholders and work as a team to better service the clients

800万円〜1000万円

非公開

【詳細は担当コンサルタントからお伝えいたします】 大手企業年金担当者

3000万円〜4000万円

非公開

・Review sales materials, documents and external communication ・Provide regulatory advice on business, ad hoc issues and incidents ・Communicate compliance issues and build relationships with internal clients and catch－up for business development ・Promote a spirit of compliance to ensure employees to comply with the rules and regulations ・Deal with （self） regulators, build and maintain good relationship ・Revise internal rules and policies and publicize them

700万円〜1000万円

非公開

・Lead a team of reporting professional staff ・Monitor the performance of the team and individuals and give feedback promptly. Provide coaching to team members when needed ・Monitor client and regulatory report production and review processes, based in Tokyo or offshore to ensure all reports are delivered timely and other KPIs are met ・Participate in production, issue investigation and research, and escalate issues to ensure they are resolved accurately and effectively ・Work closely with the Tokyo Onboarding team and stakeholders to provide reporting related support during RFP and client on/offboarding ・Maintain strong working relationship with key stakeholders to ensure client requests are handled timely ・Proactively contribute ideas and research, and recommend and act on continuous improvement opportunities, e.g. automation or risk mitigation ideas etc. ・Participate in approved continuous improvement initiatives ・Work with various functions across the globe ・Lead or participate in reporting related local/regional/global projects with colleagues in this region or any other regions

1500万円〜1800万円

非公開

- Gather Assets from the clients to grow the firm’s asset - Maintain the current business - Build further client relationships - Continuous deep and strong clients’ coverage - Deliver the firm’s resources to the clients effectively

応相談

非公開

• Review sales materials, documents and external communication • Provide regulatory advise on business, ad hoc issues and incidents • Communicate compliance issues and build relationship with internal clients and catch up business development • Promote a spirit of compliance to ensure employees to comply with the rules and regulations

応相談

非公開

1. Responsible for day-to-day operational activities for Investment Trust funds to make sure that daily fund NAVs can be calculated and published timely. 2. Responsible for day-to-day operational activities including complex problem solving with effective communication to both local & overseas business stakeholders. 3. Oversee key vendor’s services and offshore team’s services to ensure our operational capability and quality required. 4. Engage in various project as subject matter expert to drive strategic/transformational changes.

700万円〜1000万円

非公開

 Develop effective marketing materials to be used to relay products message to clients and investors Work closely with s ales and product team to provide holistic services with clients Lead advertisement creation and thought leadership contents with working closely with sales, product and strategist team no t only in Japan but also in global offices by using PPT and design tools or contractors Plan and organize the project, set deadlines and milestones, and manage the resources and budget effectively.  Organizing promotional events /seminars and measuring its success/subjects.

1000万円〜1500万円

非公開

 Coordinate and execute account on boarding/product launch/termination process working closely with overseas transitions team, local/overseas relevant parties as well as external parties  Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures, and operational changes of portfolios etc.  Account/Portfolio master data implementation/maintenance  Maintain and provide IAMJ’s AUM and other product related information for RFP and marketing purpose  Provide support for reporting team (produce/review/distribute simplified reporting materials)

800万円〜1000万円

非公開

 Produce daily/weekly/monthly/quarterly reports for the clients including regulatory reporting (e.g. Basel III) accurately and timely  Respond to ad-hoc requests and inquiries from internal/external clients  Maintain strong working relationship with key stakeholders to ensure production workflow is smooth and production requests are handled timely  Participate in issue investigation and research, and escalate issues to ensure they are resolved accurately and effectively  Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. process automation)  Participate in any global/regional/local projects and initiatives where necessary

900万円〜1100万円

非公開

Job Purpose (Job Summary) This is a senior accountant position. The person will do various kinds of finance roles described below as a preparer. He/She will be required to process these tasks smoothly in time with best quality. Key Responsibilities / Duties 1. Report all business related matters to first-line manager and if necessary escalate to head of finance. 2. Deeply involve FP&A processes for budgeting and rolling forecasts. 3. Prepare AUM Flows reporting 4. Supervise junior accountants and external consultants. 5. Maintain correct general ledger and prepare local statutory / internal financial reporting. 6. Support payment to vendors and treasury works. 7. Support tax return files. 8. Response to internal/external/tax auditors. 9. Prepare sales/expenditure budgets planning and monitoring. 10. Support various global projects such as process standardization and new system implementation.

1000万円〜1200万円

非公開

Key Responsibilities / Duties 1. Contribute to the achievement of company and departmental revenue goals A) Create your own short-term and mid-term revenue goals based on the department's budget. B) Develop and implement sales strategies for the clients you are responsible for, based on your own revenue targets. 2. Building relationships with large Japanese financial institutions and Pensions A) Know your customers: organizational structure, dynamics within the organization, financial situation, financial goals B) Development of new clients and strengthen relationships with existing clients C) Contribute to building relationships with senior management so that Invesco can be a partner at the company level. 3. Leverage Invesco's resources to provide solutions to achieve clients' financial goals A) Develop a solid understanding of your clients' financial goals. B) Solid understanding of Invesco's investment products. C) Collect and analyze information on competitors' products and services. D) Collaborate with other departments to provide solutions to achieve clients' financial goals 4. Think first about contributing to the team as a team player in order to achieve not only individual goals but also the goals of the department.

1300万円〜2500万円