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外資系運用会社でのRFP・資料作成業務の求人

求人ID:111191

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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.

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

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

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