社名非公開 | 証券投資信託の委託業務、有価証券に関する投資一任業務、及び投資顧問業務 | 金融機関

非公開

・RFIs,RFPsやデューディリジェンスに必要な情報をリサーチ、収集する ・同社の投資戦略哲学やプロセスの内容を、外部にタイミングよく、適正に外部に送られるよう文章にする ・顧客のニーズを理解するためのRFPキック―オフコールをコーディネートする ・データベースと内部のシステムから投資戦略に関するデータと情報を収集する

1100万円〜1500万円

非公開

・シニアマネージャーのアシスタントを担当しながら、各部門の業務にも一部踏み込んだサポートや、基本的なデータ作業（情報収集や簡単な分析など） ・他部門2名のシニアマネージャーのスケジュール管理、出張手配、経費精算サポートなど

1000万円〜1200万円

非公開

・Produces marketing/presentation materials and client reports ・Collaborates with other teams as the owner of marketing materials/client reports ・Performs additional tasks/responsibilities as assigned.

1000万円〜1200万円

非公開

The Stewardship Analyst, as a member of the ESG team, is responsible for conducting proxy research culminating in proxy voting recommendations to the Investment Group (IG) and engaging with portfolio companies on stewardship priorities; more junior roles will assist with proxy voting operational responsibilities. The associate in this role demonstrates strong working knowledge of XXX proxy voting guidelines and works under direction only as needed. Partners and provides guidance to Analysts/PMs and the ESG team as needed to conduct sector and industry specific research in support of investment frameworks and case studies to analyze and recommend best practices and standards. Displays a full understanding of the proxy voting and engagement cycle and may represent XXX at industry events in order to deliver insights, best practices and process enhancements back to the Stewardship team.

1000万円〜1500万円

非公開

• Provides and ensures daily operational service or assistance to the site, and acts as a subject matter expert (SME) in one or more of the following areas: • Facilities maintenance • Health and Safety • Physical & Electronic security

900万円〜1100万円

非公開

Primary responsibilities and essential functions: • Advisor training & train the trainer program o Assess existing FIT team’s advisor training programs and define a plan to complement and evolve the existing programs. o Leverage advisor training tools such as XXXX Learning and build investment and product-agnostic training programs. o As a member of EACG External Client Education team, partner with NACG Client Education team to understand the CG global training contents, identify opportunities to leverage and localize contents and experience for the Japan market. o Independently and in partnership with Marketing, create local market-specific contents that fit the varying needs of the clients and distributors. This includes building training programs and contents for distributors and their advisors, IFAs and insurance agents based on direct input from the clients, sales teams and EACG and NACG teams. o Work with the External Client Education teams to assess the service delivery model required to implement an effective advisor training program – determining what can be conducted locally vs via the central function. o Determine a train the trainer model for FIT team. o Conduct advisor trainings (workshops) with or on behalf of FIT team when needed. o Directly work with and engage with clients to help address their advisors’ needs through investment and product-agnostic trainings, and help improve their interactions with investors that align with our philosophy. o Function as a program and content designer, and a moderator for large scale events e.g. IFA seminar. • Institutional client training o Work with IB team to build and coordinate client training programs for select clients and key prospects primarily financial institutions. This includes determining appropriate contents and presenters, and building and coordinating programs. o Work with Relationship Managers, Client Relations, Investment Directors and Marketing to identify opportunities for improving the training EACG can offer to institutional clients. o Define an ongoing feedback loop with clients to ensure their views are included in the continuous improvement in our training programs • Strategic partnership and global collaboration o Support Head of Client Education Japan to plan strategies on how to drive Japan’s sales growth through leveraging CG’s accumulated knowledge and expertise of existing intermediary sales support model in abroad. o Collaborate with CG’s internal stakeholders to establish digital content delivery platform (digital classroom, webinar, video and podcasts)

1400万円〜1600万円

非公開

・Business Partner（人材育成や制度設計、社員同士の問題解決などを含む）業務 ・海外も一部カバーする為、英語力も必要

1300万円〜1600万円

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