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外資系投信投資顧問会社でのClient Documentation Manager/求人ID:1259357

株式会社コトラ
募集終了
職種
Client Documentation Manager
ポジション
Client Documentation Manager
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〜1000万円(経験・能力を考慮の上当社規定により決定)
仕事内容
●Department Description
・The Client Support division aims to create a seamless and scalable service & support model for the Japan distribution business (currently but not limited to Institutional, Wholesale and DC). The Client Documentation team is a group focused on client reporting and other administration activities for clients. The team will sit in the Client Support division.
・Our mission is to provide Best in Class services to clients and support asset growth.

●Purpose of Your Role
This role plays a key function to deliver high quality reporting for all business channels. It is responsible for all client reporting such as Institutional, DC, some parts of retail fund reporting. To satisfy various type of clients, you should be a trusted partner with multiple sales teams and other relevant stakeholders.

●Key Responsibilities
・Arrange the delivery and scheduling of client reporting for Institutional and Wholesale Clients
・Prepare both of regular and ad-hoc client reporting and commentary editing
・Analyze new reporting requirement and arrange the new format and feasibility study
・Conduct quality checking before client delivery
・Function as the central point of contact to Dalian reporting team
・Effectively update routine task (comments, product brochures, seminar deck) with Dalian team
・Support Head of Client Documentation
・Contribute on Global/Local projects to improve the daily task and process automation
必要スキル
・Minimum of 2 years experience in asset management industry
・Strong desire to deliver high quality client services
・Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
・Team player with an ability to communicate effectively at all levels, with good rapport building skills
・Ability to be flexible, follow tight deadlines, organize and prioritize work
・Understanding of the asset management industry and relevant knowledge on the roles and regulations governing asset management and intermediary sales is required
・Solid business communication skills; Business English preferred
・An inquisitive mind, a love of solving problems and building solutions
・Excellent excel skill for creating client reports
・VBA skill is preferred
・Translation skill is preferred
就業場所
東京都
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
組織カテゴリ
備考