外資系運用会社でのRFP・資料作成業務の求人
求人ID:111191
募集終了
転職求人情報
職種
Investment Product Advisor
ポジション
Investment Product Advisor
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:800万円〜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
●Analyzes quantitative and qualitative information in the development of quality marketing materials, such as Requests for Proposals (RFPs), Requests for Information (RFIs) and consultant and industry questionnaires. Also responsible for interpreting and managing in-house data from multiple sources and soliciting information from portfolio managers, product specialists, analysts, etc. Maintain and update the consultant databases as well as periodical Request for Information (RFIs), and Due Diligence Questionnaires (DDQs) from investors.
●Translate RFPs and adapt wording to meet the needs of the Japanese market. Prepare responses to Requests for Proposals (RFPs) from institutional investors by collaborating with other team members, sales, investment teams, and other related groups. Work includes calculation and processing of data, translation, schedule management, edit and printing.
●Maintain and update other marketing materials such as pitch books and flyers. Communicate and provide information on a timely, ongoing basis to outside contacts in the positioning of our products. Maintain and update the consultant databases using independent judgment on priorities.
●Provide timely, complete responses to ad hoc requests for projects and information. Perform other job-related duties or special projects as required. Provide administrative support to team members as required.
●Translate RFPs and adapt wording to meet the needs of the Japanese market. Prepare responses to Requests for Proposals (RFPs) from institutional investors by collaborating with other team members, sales, investment teams, and other related groups. Work includes calculation and processing of data, translation, schedule management, edit and printing.
●Maintain and update other marketing materials such as pitch books and flyers. Communicate and provide information on a timely, ongoing basis to outside contacts in the positioning of our products. Maintain and update the consultant databases using independent judgment on priorities.
●Provide timely, complete responses to ad hoc requests for projects and information. Perform other job-related duties or special projects as required. Provide administrative support to team members as required.
必要スキル
●運用会社での(RFP関連)業務経験
●Bachelor’s degree or equivalent
●3 years + experience in asset management company or equivalent experience in other financial institutions
●Basic knowledge in equity and fixed income products
●High data processing skills and PC skills (excel, word, power point)
●Pay attention to details
●Business level English (mostly for writing/reading)
●Ability to prioritize tasks effectively and to handle multiple concurrent tasks to meet the clients/prospects deadlines
●Look for a team-based approach and build good relationships with colleagues in an accepting and respectful manner
●Bachelor’s degree or equivalent
●3 years + experience in asset management company or equivalent experience in other financial institutions
●Basic knowledge in equity and fixed income products
●High data processing skills and PC skills (excel, word, power point)
●Pay attention to details
●Business level English (mostly for writing/reading)
●Ability to prioritize tasks effectively and to handle multiple concurrent tasks to meet the clients/prospects deadlines
●Look for a team-based approach and build good relationships with colleagues in an accepting and respectful manner
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
ファンド管理の求人情報
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)