外資系運用会社でのプロダクトスペシャリスト業務の求人
求人ID:118257
募集終了
転職求人情報
職種
Product Specialist
ポジション
Product 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
<Job Purpose>: Manage and maintain product related information. Acting as an “on-site liaison” for investment team in boutique, communicate with clients and/or prospects for product related information.
1. Product Management: Prepare and develop product related documents, including marketing materials and client reporting materials by working with boutique and other related parties. Maintain these documents appropriately and ensure product integrity. Monitor client portfolio and work closely with boutique to make sure client portfolio is managed properly.
2.Communication: Provide and explain investment philosophy, process, performance, investment activities and other product related information to prospects and clients. Handle product related questions/requests from prospects and clients.
3. Support to team members: Provide support to other members for product related work.
1. Product Management: Prepare and develop product related documents, including marketing materials and client reporting materials by working with boutique and other related parties. Maintain these documents appropriately and ensure product integrity. Monitor client portfolio and work closely with boutique to make sure client portfolio is managed properly.
2.Communication: Provide and explain investment philosophy, process, performance, investment activities and other product related information to prospects and clients. Handle product related questions/requests from prospects and clients.
3. Support to team members: Provide support to other members for product related work.
必要スキル
<Know-How/Skill Sets>
Describe the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, Affirmative Action, Diversity and other stands. Actively cooperate and interact with all entities of the Principal Financial Group.
Provide prompt, courteous and excellent service at an acceptable cost to areas of support and operate in accordance with Japan legislation. Work cohesively with similar support administration employees that support other areas of PGIJ. Actively cooperate and interact with all other entities of the Principal Financial Group.
Bachelor’s degree or equivalent
5 or more years of experience in product management or investment management. Has CFA/CMA qualification or equivalent knowledge.
Excellent communication skills (both in Japanese and English) and in-depth product knowledge
High level of skill in Excel and Powerpoint
Ability to prioritize effectively and to manage multiple concurrent tasks
Ability to work effectively without close supervision
Describe the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, Affirmative Action, Diversity and other stands. Actively cooperate and interact with all entities of the Principal Financial Group.
Provide prompt, courteous and excellent service at an acceptable cost to areas of support and operate in accordance with Japan legislation. Work cohesively with similar support administration employees that support other areas of PGIJ. Actively cooperate and interact with all other entities of the Principal Financial Group.
Bachelor’s degree or equivalent
5 or more years of experience in product management or investment management. Has CFA/CMA qualification or equivalent knowledge.
Excellent communication skills (both in Japanese and English) and in-depth product knowledge
High level of skill in Excel and Powerpoint
Ability to prioritize effectively and to manage multiple concurrent tasks
Ability to work effectively without close supervision
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)