This position belongs to the Logistics Fund team, be responsible for a variety of performance measurement and reporting tasks. ★Act as a primary contact person, and represent the team in communicating with the investors, providing timely and accurate reports of property level and fund level.
●Support the Logistic Fund team in calculating, interpreting and compiling monthly performance measurement reporting as well as aid in compiling data for new business presentations and ad-hoc requests ●Prepare fund’s quarterly reports as well as annual business plans, by gathering data from Acquisitions, Asset Management, Leasing, Development, Research, Trust Accounting, and Fund Controller. ●Develop reports and memos requested by the investors, required for investment committee meetings, and establishing new businesses.
●Responsible primarily for providing portfolio performance and attribution data for Japanese Equity Investment and Client Reporting teams respectively. Act as a member of the newly created Risk Management department to provide risk management related activities as a whole.
●Responsibilities: □Measure portfolio performance and attribution analysis on Japanese equity products. □Provide performance data for Client Reporting periodically and other teams upon request. □Co-work with Investment Risk in Singapore/Hong Kong. □Data maintenance and conditioning for Client Reporting and Japanese Equity Investment. □Support Japanese Equity Investment providing quantitative analysis and data. □Support and embark on the enterprise risk management activities. □Contribute to develop a framework for comprehensive risk management at Japan office. □Proactively manage and develop relationship with related parties including overseas offices. □Respond promptly and professionally to the requests and queries from stakeholders.
Intends to hire a highly self-motivated Research Analyst to work as a key member of Japan Equities team. The major role of the Research Analyst is to identify the high conviction stocks from the all-cap universe across the sectors and wider market cap spectrum (over USD 100m by market capitalization) with some sector or thematic focuses, and communicate the stock ideas with other equity team members in Tokyo and global offices.. Characteristics of our Japan equity strategy is the bottom-up, high active share and GARP based on the Life-Cycle approach. The responsibility may include the portfolio supports, such as order placement, client reporting and marketing depending on the skills and preference.
The research activities includes: 1. Intensive company visits 2. Writing research notes with 3 year proprietary earnings forecasts and stock ratings mainly in English 3. Participating in the investment meetings conducted locally in Japanese and globally in English 4. Pitching the high conviction stocks in the investment meetings 5. Involving other team members in the company visits and due-diligence activities
Our firm intends to hire a highly motivated, and performance-oriented sales professional to work as a key member of an institutional sales team. Institutional Sales will be responsible for obtaining new business mandates across a spectrum of investment strategies from institutional clients
＜PRINCIPAL RESPONSIBILITIES＞ ●Responsible for selling investment management services to Japanese institutional investors with a particular focus on financial institutions. ●Develop understanding of client portfolios, needs, and decision-making processes; and strategize and execute sales plan. ●Drive new business development. ●Maintain and enhance relationships with existing clients. ●Develop knowledge of the range of the firm’s products offering for the clients. ●Identify prospective clients, prepare presentations and follow up on client contacts, and close the sale of investment services. ●Identify cross-sell opportunities.
● Promote Japanese Equity (JE) portfolios to our distribution teams worldwide, including but not limited to develop new and firm relationships with them, enrich pipelines, deliver promotion materials, market data, requested reports, etc., to aggressively add to JE products’ AUM. Work to achieve AUM target with variety of stakeholders such as Product and Commercial Analytics, maximizing synergy, efficiency and effectiveness. ●Take part in the reporting function to existing clients, including market and investment commentaries, both on a regular and ad hoc basis, both to domestic and overseas clients. Provide regular and ad hoc material required for reporting. ●Maintain and improve existing relationships with distribution teams worldwide to promote distribution teams motivation for JE products sales ●Sales promotion / RFP supports’ provision; presenting materials, tools and information, visiting clients with sales teams to do the presentations as proxy of AMJ ●Other assignments in the division as needed, including trading back up.
●Team Overview: Portfolio and Fund Services team are responsible for the following: -Transition management: operational coordination/set-up required for new client on-boarding and/or structure change of portfolio for on-shore fund / off-shore vehicle. -Statutory fund reporting for Toshin funds. -Subscription, redemption handling and NAV calculation for Toshin funds. -Local portfolio accounting of segregated accounts (投資一任契約口座). -Regulatory reporting on the funds/accounts above mentioned. -External service provider management on the outsourced services including Toshin fund administrations, statutory fund documentation and local portfolio accounting for segregated accounts.
●Overview of role -Supervise the Portfolio & Fund Services team and its operations. -Supervise transition manager of portfolio services. -Lead to manage monitoring on outsource service provider. -Cover other lead functions inside the department (the head of fund services / transition manager) in case of their absence or emergency.