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金融機関の求人一覧

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社名非公開

経営企画部 経理チーム

企業名

非公開

仕事内容

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

想定年収

600万円〜1200万円

社名非公開

資産運用コンサルティング部 評価推進チーム

企業名

非公開

仕事内容

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

想定年収

600万円〜1200万円

社名非公開

資産運用コンサルティング部 年金営業チーム

企業名

非公開

仕事内容

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

想定年収

700万円〜1400万円

社名非公開

オルタナティブ・プロダクト・スペシャリスト

企業名

非公開

仕事内容

業務概要 運用・商品のプロフェッショナルとして、受託者責任(fiduciary)と説明責任(accountability)を果たし、ビジネスの拡大に貢献すること。金融市場に関わる広範な専門知識を活用し、担当する運用戦略のスペシャリストとして、グローバルの運用部門および営業部門等関連部署と連携しつつに新規案件獲得に貢献し、既存案件のメンテナンス対応を行う。特に、商品開発やマーケティング、バックオフィスなど社内の様々なステークホルダーと連携し、クライアントのニーズに則した商品組成やソリューション構築に積極的に関与する。あわせて、ホームページ等を通じて、機関投資家および個人投資家向けに有益な情報発信を行う。 主な職務内容  顧客への運用ソリューションの提案  担当プロダクトの顧客向け説明、プロモーション  担当プロダクトの運用状況の把握、運用報告会や運用報告書等での説明  プロダクトの品質維持管理  RFPや顧客からの質問への対応(RFPはRFPチームと協働)  担当プロダクトに関する戦略、運用モニタリングおよびデューデリジェンス  その他関連業務 グローバルの運用チーム、プロダクト・スペシャリスト部のほかのメンバー、商品本部内の他部メンバー(商品開発、RFP、運用データ分析等)、営業部門、その他関連部門と連携し、上記業務を遂行する

想定年収

2000万円〜3000万円

社名非公開

営業部長後継者

企業名

非公開

仕事内容

・営業戦略策定実行 ・営業部活動管理 ・当社商品の需要調査、販売 ・機関投資家への顧客サービス

想定年収

1500万円〜2300万円

社名非公開

Product Management and On-boarding, VP/Director

企業名

非公開

仕事内容

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 by us. (vi) Fund Structuring: consultation on and preparation of effective and efficient investment structures

想定年収

1800万円〜3000万円

社名非公開

Associate Manager, Investor Service

企業名

非公開

仕事内容

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

想定年収

1100万円〜1300万円

社名非公開

Product Management and Onboarding, VP/Director

企業名

非公開

仕事内容

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

想定年収

1800万円〜3000万円

社名非公開

Client Service

企業名

非公開

仕事内容

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

想定年収

1300万円〜1500万円

Sr. Product Marketing Manager

企業名

米兼資産運用会社

仕事内容

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.

想定年収

1400万円〜1800万円

Case

転職成功事例