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非公開

下記業務をローテーションにて担当： 送金処理、年次・月次決算、計算書類・有報作成、会計監査対応、電帳法対応、親会社報告、 会計システムメンテ・システム変更検討、税務申告、業界特有業務(自己資金投入投信の設定・解約)等

600万円〜1200万円

非公開

投資信託及び投資一任契約向けRFPの作成やDDQへの対応 各種データやプロダクトの提案書作成

600万円〜1200万円

非公開

公的年金基金および確定給付企業年金基金向け運用プロダクトの提案営業 顧客への運用報告

700万円〜1400万円

非公開

Key Work Level Accountabilities: Manager or Expert  For people managers, accountable for managing and motivating others to ensure quality of delivery to customers and stakeholders  For technical specialists, accountable for delivering expert advice or service, using specialist knowledge and subject matter expertise  Applies judgement to deliver outcomes, evaluating a range of potential solutions, considering the impact for customers, cost and risk  Manages conflicts that may impact delivery  Challenges upwards given knowledge of delivery and awareness of complex systems and the broader picture  Identifies and anticipates need for changes to continuously improve quality and efficiency of output  Manages resources and risks using expert judgment, know-how and experience Key Responsibilities for this role:  Working closely with APAC distribution team to ensure seamless coverage, and aligning the service offering to the global client service experience whilst remaining sensitive to local market needs. Typical client service activities include: o Assist with onboarding of clients / new business and operational due diligence, building an understanding the client and their requirements o Liaise with TAs and custodians to assist clients, facilitation and escalation – e.g. account set up for pooled fund clients o Undertake client set up and change activities, coordinating with relevant stakeholders and aligning to the service catalogue, being the advocate for the client o Co-ordinate regular reporting requirements, including regulatory report requests (e.g. audit, regulatory requests) o Co-ordinate and handle client queries and requests o Resolve client issues (e.g. handholding on a settlement) and complaints o Undertake event-driven communications, e.g. pricing errors, breaches o Communicate with clients on day-to-day matters, ensuring delivery of the required services o Support other parts of the Client Service Delivery team or Sales teams (e.g. liaising on contractual matters, providing cover) o Work closely with key stakeholders to support relationships – e.g. attendance at client meetings, liaising with fund managers and fund manager assistants and custodians o Collaborate with local client-facing teams in Sales and Investment to ensure a seamless and excellent client service experience  Ensure you fully adopt global Client Service Delivery processes and supporting systems for an efficient, consistent and high quality client service experience  Ensure all client servicing systems (e.g. Service Catalogue, Onboarding, Query Management) are used correctly by the team and kept up-to-date to maintain visibility of service standards and trends and to share visibility of client interactions with other client-facing teams  Work with the Client Service Enablement team to ensure consistent, high quality service delivery in line with standards  Raise new or emerging requirements with Client Service Enablement team to review in line with the service catalogue or specific capabilities  Collaborate with other sales colleagues and Global Client Service Delivery team management to share ideas and support client activities between regions where required  Work closely with key stakeholders in region, in particular country heads and heads of channel to support the overall client engagement lifecycle, including the sales process  Work collaboratively with local Sales Support to ensure there is no duplication of work or inconsistent client messaging  Manage the relationships of our UK-based APAC clients, and supporting new business opportunities.  Coordination and hosting of APAC client meetings in London office.  Acting as a regular contact point for client queries where necessary, ensuring they are answered timely and accurately, in coordination of APAC Distribution team

1800万円〜2300万円

非公開

⚫ 運用商品（ヘッジファンド及び/または低流動性資産商品）に関するマネジメント ⚫ 営業支援 ⚫ 外部運用機関とのリレーション構築

800万円〜1300万円

非公開

プライベートデットファンドのゲートキーパー業務

800万円〜1400万円

非公開

・国内債券アクティブ運用のクレジット戦略担当ポートフォリオ・マネジャーとして、超過収益獲得のためのクレジット・ポジションのコントロール、個別銘柄の売買を立案、執行する。 ・戦略立案にあたって、マクロ経済、市場動向に関する情報収集、リサーチを実施し、クレジット・アナリストと連携し個別企業の信用力を把握、国内クレジット市場の将来の方向性、個別銘柄のスプレッド動向を予測し、具体的なポジションの提案を行う。 ・経済、市場、個別銘柄のリサーチにおいては、経済理論、ファイナンス理論、経済統計、財務分析に関する知識を用い、データに基づいて分析を行う。 ・ＲやＰｙｔｈｏｎ、ＶＢＡ等のプログラミングを活用し、統計処理や運用ツール開発、業務フロー改善のためのインフラ開発等を行う。 ・他部署と連携し、顧客向けの運用報告書のコメント作成、大口顧客への運用状況の報告を行うほか、新規顧客向けの運用商品のプレゼンテーションを行うことがある。

600万円〜1300万円

非公開

・インベストメント・ソリューション部において、同社ヘッジファンドプロダクトに係る、プロダクト・スペシャリストとして、①商品組成、②マーケティング資料作成・説明、③顧客報告資料作成・説明、④問い合わせ対応、等の対応。

800万円〜1500万円

非公開

• Build the pipeline of new opportunities, strengthen relationship with the existing clients and distributors. • Develop sales plans, client account plans and a clear and prioritised product engagement programme to support the institutional and wholesale sales effort

1500万円〜2800万円

非公開

投資信託の各種資料・ツールの企画・作成、マーケティングサポート -新規・既存ファンド販売⽤資料、投資家向け販促資料、販売会社向け勉強会資料等作成 -商品説明動画、プロモーション動画等作成 -ファンドの運用状況、市場環境等の各種レポート作成 -販売会社向けの新規ファンド提案⽤資料作成等

600万円〜750万円