外資系運用会社でのエクイティリサーチアシスタントの求人
求人ID:108099
募集終了
転職求人情報
職種
Research/Portfolio Assistant
ポジション
Assistant
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
経験・能力を考慮の上、当社規定により決定(イメージ:〜600万円)
仕事内容
【MAIN RESPONSIBILITIES】
●The position is responsible:
- To assist company research of Japan equity team (75%)
- To assist portfolio management of Japan equity team
- To assist marketing and client service activities of Japan equity team
- Other miscellaneous work to support investment professionals and other investment team members
【The job includes...】
●Company research support:
- Company visit and result meeting booking
- Company visit package preparation (including but not limited ad hoc data input from the corporate disclosure document)
- Weekly small cap meeting materials preparation and participation
- Participation to company result meetings and taking notes
- filing of company files and meeting materials
- Other research related administration and support
●Portfolio management support:
- Cash and holding position updates
- BARRA risk and performance analysis
- Proxy voting
- Other portfolio management related administration and support
●Marketing and client service support:
- RFP preparation support
- Marketing materials preparation support
- Client service material materials preparation support
●Other work to support small cap investment professionals and other investment team members:
- Responding to telephones
- Delivering letters/fax
- Serving tea/coffee for guests
●The position is responsible:
- To assist company research of Japan equity team (75%)
- To assist portfolio management of Japan equity team
- To assist marketing and client service activities of Japan equity team
- Other miscellaneous work to support investment professionals and other investment team members
【The job includes...】
●Company research support:
- Company visit and result meeting booking
- Company visit package preparation (including but not limited ad hoc data input from the corporate disclosure document)
- Weekly small cap meeting materials preparation and participation
- Participation to company result meetings and taking notes
- filing of company files and meeting materials
- Other research related administration and support
●Portfolio management support:
- Cash and holding position updates
- BARRA risk and performance analysis
- Proxy voting
- Other portfolio management related administration and support
●Marketing and client service support:
- RFP preparation support
- Marketing materials preparation support
- Client service material materials preparation support
●Other work to support small cap investment professionals and other investment team members:
- Responding to telephones
- Delivering letters/fax
- Serving tea/coffee for guests
必要スキル
- Strong Excel and PowerPoint skills
- Arithmetic skill for data/formula input
- Basic ability to read/write English
- High degree of accuracy and attention to detail
- Proactive and ability to work independent at certain extent with some directions
- Ability to effectively cooperate with other members of a small-size team
- Excellent organizational skills with ability to priorities effectively
- Arithmetic skill for data/formula input
- Basic ability to read/write English
- High degree of accuracy and attention to detail
- Proactive and ability to work independent at certain extent with some directions
- Ability to effectively cooperate with other members of a small-size team
- Excellent organizational skills with ability to priorities effectively
就業場所
就業形態
正社員
企業名
外資系運用会社
企業概要
外資系運用会社
企業PR
業務カテゴリ
組織カテゴリ
備考
セクレタリー・アシスタントの求人情報
外資系金融機関の求人情報
投信投資顧問の求人情報
転職体験記
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- 大きな可能性を感じられる企業へ転職、損害保険会社へ(40代/女性/国立大学院卒)