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外資系運用会社でのエクイティ・ポートフォリオ・スペシャリスト/求人ID:99880

募集終了
株式会社コトラ
職種 EQUITY PORTFOLIO SPECIALIST
ポジション 担当者
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ 応相談
仕事内容 A Portfolio Specialist is a member of a product management team, led by an Investment Director. He/she works closely with the Investment Director(s), investment teams, and business professionals to contribute to efforts centered on reviewing and evaluating the integrity of our equity approaches, positioning approaches for success in the marketplace, and helping to manage business issues such as capacity, fees and guidelines associated with portfolios under coverage. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.
必要スキル The Equity Portfolio Specialist role requires demonstrated knowledge of portfolio and market analysis in combination with a passion for equity investing. The ideal candidate must have demonstrated interest in the financial markets and be conversant on investment related topics. Advanced analytical skill including the ability to frame issues, identify important points and draw conclusions, combined with strong communication skills and intellectual curiosity is a must. He/she must be comfortable working in a fast paced, multi-faced environment that, over time, requires deep expertise in both the investment process and the competitive marketplace.

Further qualifications include:
●At least 5 -7 years relevant industry experience.
●CMA(Japan version of CFA)/CFA or progress towards is desirable
●Investor experience is preferred, but not required
●Strong communication skill both in Japanese and English (written and oral)
●Solid judgment with the ability to ask good questions and raise issues
●Attention to detail combined with a solutions-oriented, strategic mindset
●Ability to write clearly and succinctly in a variety of communication settings
●Articulate with an interest in developing presentation skills
●Ability to work both independently and in collaboration with a global team
●A positive, collegial attitude and high level of professionalism
●Grace under pressure; ability to adapt and get things done
●Willingness to travel (both domestically and abroad)
就業場所 東京都
就業形態 正社員
企業名 外資系投資顧問会社
企業概要 外資系投資顧問会社
企業PR
業務カテゴリ プロダクト・コントロール エクイティリサーチセールス&トレーダー
組織カテゴリ 外資系金融機関
備考
関連キーワード 投信投資顧問 運用会社 エクイティ ポートフォリオ 外資系

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