外資系運用会社でのレポーティングスペシャリストの求人
求人ID:112529
募集終了
転職求人情報
職種
レポーティングスペシャリスト(RFP/RFI/DDQ)
ポジション
Portfolio Reporting Specialist
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
●Prepares and reviews responses to RFPs, RFIs and DDQs.
□Coordinates and responds to complex RFPs, RFIs and DDQs
□Creates and develops written content to describe our investment philosophy and process across our strategies and accountable for ensuring responses are accurate, timely and appropriate
□Utilizes our internal databases of approved information and language (PMAPS) and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFPs, RFIs and DDQs
□Monitors in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed
□Partners with Sales teams, Investment Specialists Legal and Compliance, and other internal groups to formalize strategy on response to complex requests
□Partners with team member to finalize client reporting
●Interprets information and statistical data.
□Gathers complex statistical data and information relating to investment strategies from databases and internal systems
□Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed
□Effectively prioritizes client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry
□Provides direction and feed back to other associates and assists them in completing their assignments. May review RFPs/RFIs/client reports for others on the team, as needed.
□Serves as the subject matter expert to the business for RFP/RFI/DDQ/client reporting related information.
□Performs additional responsibilities as assigned.
□Coordinates and responds to complex RFPs, RFIs and DDQs
□Creates and develops written content to describe our investment philosophy and process across our strategies and accountable for ensuring responses are accurate, timely and appropriate
□Utilizes our internal databases of approved information and language (PMAPS) and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFPs, RFIs and DDQs
□Monitors in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed
□Partners with Sales teams, Investment Specialists Legal and Compliance, and other internal groups to formalize strategy on response to complex requests
□Partners with team member to finalize client reporting
●Interprets information and statistical data.
□Gathers complex statistical data and information relating to investment strategies from databases and internal systems
□Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed
□Effectively prioritizes client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry
□Provides direction and feed back to other associates and assists them in completing their assignments. May review RFPs/RFIs/client reports for others on the team, as needed.
□Serves as the subject matter expert to the business for RFP/RFI/DDQ/client reporting related information.
□Performs additional responsibilities as assigned.
必要スキル
● In-depth knowledge of investment strategies and general portfolio statistics and ability to analyze data and information
● In-depth knowledge of industry tools and applications (e.g. PMAPS, FAMIS)
● Strong computer skills (Word, Excel and PowerPoint)
● Excellent writing skills and command of grammar in Japanese
● Intermediate communication skill in English.
● Strong attention to detail and organizational skills as well as ability to work independently and as part of a team.
● In-depth knowledge of industry tools and applications (e.g. PMAPS, FAMIS)
● Strong computer skills (Word, Excel and PowerPoint)
● Excellent writing skills and command of grammar in Japanese
● Intermediate communication skill in English.
● Strong attention to detail and organizational skills as well as ability to work independently and as part of a team.
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
米系大手運用会社
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)