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(2ページ目)金融機関の求人一覧

検索結果 615 /10件表示

社名非公開

法務コンプライアンス部長

企業名

非公開

仕事内容

・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

想定年収

1200万円〜1800万円

社名非公開

HR Business Partner

企業名

非公開

仕事内容

・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

想定年収

1300万円〜1600万円

社名非公開

年金営業 Director/VP

企業名

非公開

仕事内容

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. Mandate hunting from large Japanese pension clients 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.

想定年収

2000万円〜4000万円

社名非公開

Finance (AVP)

企業名

非公開

仕事内容

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.

想定年収

1000万円〜1200万円

クライアントレポーティング、アソシエイト

企業名

米兼資産運用会社

仕事内容

POSITION PURPOSE This position produces client reporting solutions for institutional and intermediary clients in Japan and delivers these solutions as part of the regular monthly and quarterly reporting cycles. As part of the client reporting team, the Client Investment Reporting Analyst is responsible for providing high quality output for our expanding Japanese client base, including financial institutions, pension funds and third-party distribution intermediaries. PRINCIPAL RESPONSIBILITIES Production  Utilize the global and local reporting platforms to produce and dispatch a defined set of standard and customized reports for Japanese investors in funds and separately managed accounts over monthly and quarterly reporting cycles  Collaborate with the team and stakeholders mainly in Tokyo to optimize efficiency and quality in the operating model, ensuring an appropriately high standard of service is provided to the Distribution teams and to clients in Japan  Ensure production timeliness, while meeting quality and compliance requirements Projects  Take responsibility where required for designated projects benefiting and impacting Client Reporting in Japan.  Present status updates on such projects in a timely and quality manner.  Utilize meetings, networks and business knowledge to anticipate new requirements and any potential obstacles.  Liaise between business partners and technology including in Legal, Compliance, Investments, Distribution, Operations, Product & Marketing, among others, to ensure requirements are met, issues are addressed, and gaps are closed

想定年収

900万円〜1100万円

社名非公開

投信ディスクロージャー担当 投資信託法定開示書類作成業務

企業名

非公開

仕事内容

募集部門の主な業務: 投資信託の約款、目論見書、有価証券届出書、運用報告書等の法令で定められている情報開示書類の作成・再監等の業務 業務概要  新ファンド設定時における開示書類の新規作成・再監、当局への届出  既存ファンドの継続開示における書類の作成・再監、当局への届出  約款変更・償還時における書類作成・再監、当局への届出  運用報告書の作成におけるアウトソース先との連携 当該ポジションの主な職務内容:  新ファンド設定時における約款、目論見書、有価証券届出書の新規作成・再監、当局への届出  既存ファンドにおける目論見書の改訂、有価証券届出書・報告書の作成・再監、当局への届出  約款変更・償還時における書類作成・再監、受託銀行との連携、当局への届出  運用報告書の作成におけるアウトソース先への入稿・指示・再監

想定年収

700万円〜1200万円

社名非公開

商品戦略&開発スペシャリスト、APAC, VP-Japan Team Head

企業名

非公開

仕事内容

Primary Objectives: ⚫ Support short to long-term product strategic plans ⚫ Manage and develop local Product Strategy & Development team ⚫ Monitor industry and regulatory trends, anticipate business impacts/identify opportunities ⚫ Support development of new products for Japanese clients, across asset classes, wrappers, and channels ⚫ Execute product development initiatives on local ITM platform for retail and Institutional channels, support execution activities for Japan client sponsored launches in other domiciles ⚫ Review profitability, adequacy and strategic fit of existing and future products ⚫ Keep local teams appraised of progress on PS&D initiatives ⚫ Support/maintain reports and analysis showing industry trends and products positioning Principal Responsibilities: ⚫ Own, maintain, syndicate mid to long term product strategy for Japan ⚫ Lead execution of product launches, liquidations and changes/restructuring ⚫ Communicate with key stakeholders re various initiatives’ progress ⚫ Capture various product ideas and maintaining PS&D pipeline database ⚫ Support and manage local PS&D team ⚫ Build and maintain data/reports to support decisions for PS&D Main Stakeholders: ⚫ Senior Management of Japan (daily/weekly) ⚫ Client teams (daily) ⚫ Investment team: product specialists, portfolio managers, Heads (daily/weekly) ⚫ Legal for product launch and reengineering (daily) ⚫ Control Functions: Risk Management, Compliance and Audit (weekly) ⚫ Finance Teams (weekly) ⚫ Operations and Fund Administration (daily) ⚫ Local Regulators (as needed) ⚫ Clients and Consultants (as needed) ⚫ Auditors (As needed) ⚫ Regional/Global PS&D team stakeholders (daily)

想定年収

1500万円〜2000万円

社名非公開

金法営業、AVP/VP

企業名

非公開

仕事内容

Responsibilities: ⚫ To drive business development and relationship management primarily for financial institutions ⚫ Must be a self-starter and a good communicator who can co-work with relevant people and teams, such as investment, operations, legal and compliance teams both domestic and international. ⚫ The successful candidate will have a deep understanding of clients and prospective clients and their needs. He/she should be able to recommend appropriate investment products and/or solutions.

想定年収

1500万円〜3000万円

社名非公開

Fixed Income Product Manager

企業名

非公開

仕事内容

Fixed Income Product manager Fixed Income product manager, in the Global Business Development Organization unit, works closely with our fixed income investment teams to support regional sales teams. The role is expected to contribute to client growth and retention. The role is also expected to co-work with business colleagues across the firm to support our clients’ investment needs. Job Description ⚫ The role is responsible for serving as fixed income product specialist, by assessing business opportunities and leading business planning, developing new products and investment solutions. The role act as a product expert and portfolio representative for business colleagues, clients and consultants. ⚫ The role is expected to differentiate Fixed Income products/portfolios relative to competitors by developing product line-up for both institutional client and for retail distribution. ⚫ The role is responsible for communication strategy by developing product presentation, compiling RFIs and RFPs and preparing strategy review decks of client products/portfolios. ⚫ The business covers both retail distributors and institutional clients, as assigned as a part of Fixed Income Business Development team. ⚫ The role includes portfolio monitoring of fixed income positions, and arranging instructions of FX hedge, MF Minasu and FoF for Japan domiciled investment trusts.

想定年収

1300万円〜2100万円

社名非公開

レポーティング・スペシャリスト

企業名

非公開

仕事内容

募集部門の主な業務: 投資信託月報、投資顧問関連運用報告書の作成。各種データの戦略的分析とその整備や社内の体系的なデータ整備に伴う企画立案・助言。その他付帯関連する業務。 当該ポジションの主な職務内容:  年金、投資一任に関する各種報告書作成、再艦  投信月報の作成、再鑑  社内外関係者との折衝  上記に付随する定例やAd-Hocレポート作成、データ提供、顧客からの照会対応  外部委託先業務の管理、システム/ツールの構築・運用、体系的なデータ整備  将来は当該業務の統括も可能(リーダー候補)

想定年収

1300万円〜1500万円

Case

転職成功事例