外資系運用会社でのクライアントサービス・RFPの求人
求人ID:113302
募集終了
転職求人情報
職種
クライアントサービス・RFP
ポジション
担当
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〜1400万円(経験・能力を考慮の上当社規定により決定)
仕事内容
●RFP: Create and assemble necessary information and response data for promoted products/services to complete RFPs, RFIs, client-updates and due diligence questionnaires by understanding the philosophy, investment process, statistics, performance and investment team organization.
●Consultant relations: Support to build strong relationships with the consulting firms and provide quantitative data regular update.
●Marketing materials: Support preparing flipbooks of various different products promoted mainly in Japanese, and translating necessary information from English original flipbooks and update performance and other data included in the material. Translating white papers, market outlook and other reports to support sales teams.
●Develop and maintain strong knowledge of our products.
●Create and maintain RFP questionnaire response database.
●クライアントサービス業務
●Consultant relations: Support to build strong relationships with the consulting firms and provide quantitative data regular update.
●Marketing materials: Support preparing flipbooks of various different products promoted mainly in Japanese, and translating necessary information from English original flipbooks and update performance and other data included in the material. Translating white papers, market outlook and other reports to support sales teams.
●Develop and maintain strong knowledge of our products.
●Create and maintain RFP questionnaire response database.
●クライアントサービス業務
必要スキル
●3 5 years of solid experience in RFP function with financial industry preferably in investment management business area.
●Thorough understanding of the investment management business, investment products and RFP response process.
●Native level Japanese with high proficiency in English.
●Effective communicator within the team in Tokyo/Global and all the other necessary parties involved in each project.
●Excellent organizational skills with ability to priorities effectively.
●Proactive and ability to work independent at certain extent with some directions to respond to complex RFPs.
●High degree of accuracy and attention to detail with the ability to deliver quality output.
●Higher PC skills including Excel, PowerPoint and Word.
●Thorough understanding of the investment management business, investment products and RFP response process.
●Native level Japanese with high proficiency in English.
●Effective communicator within the team in Tokyo/Global and all the other necessary parties involved in each project.
●Excellent organizational skills with ability to priorities effectively.
●Proactive and ability to work independent at certain extent with some directions to respond to complex RFPs.
●High degree of accuracy and attention to detail with the ability to deliver quality output.
●Higher PC skills including Excel, PowerPoint and Word.
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
投信投資顧問の求人情報
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)