外資系運用会社でのClient Portfolio Managerの求人
求人ID:105120
募集終了
転職求人情報
職種
Client Portfolio Manager
ポジション
Client Portfolio Manager
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:1000万円〜1200万円(経験・能力を考慮の上当社規定により決定)
仕事内容
The Client Portfolio Manager (CPM) represents respective Portfolio Manager, and describes investment insights internally and externally.
● Describe and present the rationales and the competitive propositions of
our investment products, representing respective PMs internally and
externally to contribute to new cash flows and retentions.
● Report the performance of the our products with investment insights for
clients.
● Comment on capital markets, manager activities, and portfolio managements
in timely manner.
● Communicate to respective Portfolio Manager, Research Analyst, Strategist,
and others to produce outputs.
● Support the development of fund structure, sales strategy, sales materials, and
client service materials.
● Be assigned one or more of following asset classes; Equities, Fixed Incomes,
Alternatives, and Multi-Assets.
● Describe and present the rationales and the competitive propositions of
our investment products, representing respective PMs internally and
externally to contribute to new cash flows and retentions.
● Report the performance of the our products with investment insights for
clients.
● Comment on capital markets, manager activities, and portfolio managements
in timely manner.
● Communicate to respective Portfolio Manager, Research Analyst, Strategist,
and others to produce outputs.
● Support the development of fund structure, sales strategy, sales materials, and
client service materials.
● Be assigned one or more of following asset classes; Equities, Fixed Incomes,
Alternatives, and Multi-Assets.
必要スキル
●国内株あるいは外国株のプロダクトマネージャー経験者歓迎
● 3 years or more job experience in investments such as CPM/Product Specialist,
fund management, security analysis, trading, economist or other related area.
● Outstanding experience in one or more of following asset classes; Especially in Equities,
Fixed Incomes, Alternatives, and Multi-Assets.
● A good command of English, equivalent to TOEIC score 880 or better.
● Native level in Japanese communication.
● Leadership capacity to enhance teamwork and job process.
● Challenging spirit, sense of humor and integrity.
● Good commands of FactSet, Bloomberg, Excel, and Power Point preferred.
● Undergraduate degree and CMA designation required.
● CFA designation preferred.
● 3 years or more job experience in investments such as CPM/Product Specialist,
fund management, security analysis, trading, economist or other related area.
● Outstanding experience in one or more of following asset classes; Especially in Equities,
Fixed Incomes, Alternatives, and Multi-Assets.
● A good command of English, equivalent to TOEIC score 880 or better.
● Native level in Japanese communication.
● Leadership capacity to enhance teamwork and job process.
● Challenging spirit, sense of humor and integrity.
● Good commands of FactSet, Bloomberg, Excel, and Power Point preferred.
● Undergraduate degree and CMA designation required.
● CFA designation preferred.
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
投信ホールセラーの求人情報
外資系金融機関の求人情報
運用会社の求人情報
転職体験記
- 信託銀行から国内証券会社系投資運用会社へ(40代/女性/私立短期大学卒)
- 国内外の金融機関での経験を活かして、投信投資顧問へ(50代/男性/海外大学院卒)
- 損害保険会社から日系オルタナティブ運用会社へ(50代/男性/国立大学卒)
- 同業他社への転職、大手銀行へ(30代/男性/私立大学卒)
- 専門スキルを高めたいと考え、日系大手運用会社へ(30代/男性/私立大学卒)
- 証券会社、銀行での経験を活かして、国内証券会社系投資運用会社へ(30代/男性/国立大学卒)
- 初めての転職活動、経験を活かして日系大手グループの資産運用会社へ(30代/男性/国立大学卒)
- 学生時代から興味のある分野へ転職、独立系投信投資顧問へ(20代/男性/私立大学卒)
- スキルアップして2年振りの転職活動再開、日系大手銀行へ(30代/男性/国立大学卒)
- 経験を活かしてキャリアアップ、大手金融機関系運用会社へ(30代/男性/私立大学卒)