外資系アセマネ会社でのPortfolio Services - Alternativesの求人
求人ID:1293255
募集終了
転職求人情報
職種
Portfolio Services - Alternatives
ポジション
Analyst/Associate
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〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容
Responsibilities:
Manage production of PE portfolio analytics, client reporting, and client communication on PE
portfolio for existing clients in Japan
Mainly cover Private Equity CustomizedFoF mandatesincluding severalcommingled funds
UnderstandPE investment capabilities with requisite depth and range to be able to develop and
deliver client materials
Partner with PE investmentteams,sales, andTokyo-basedreporting teamto deliver accurate and
in-depth client reporting, client presentations, portfolioanalysis and commentary
Conduct thorough client meeting preparationand attendthe meetings;researcheach
client/prospect/consultantin advance of their meeting and present preparatory materials
Answer client inquiries regarding portfolio data inclusive of fund performance, investment details,
and market outlook
Work closely withthe NY-basedinvestment teamsin gathering necessarydata andinformation
for quarterly reporting, consultantsurveys, and other relevant client inquiries
Work closely withsales and product managementteamsin East Asia on business development
opportunities.
Prepare analysisfor RFP’s and final presentations, andparticipate in client onboarding
Manage production of PE portfolio analytics, client reporting, and client communication on PE
portfolio for existing clients in Japan
Mainly cover Private Equity CustomizedFoF mandatesincluding severalcommingled funds
UnderstandPE investment capabilities with requisite depth and range to be able to develop and
deliver client materials
Partner with PE investmentteams,sales, andTokyo-basedreporting teamto deliver accurate and
in-depth client reporting, client presentations, portfolioanalysis and commentary
Conduct thorough client meeting preparationand attendthe meetings;researcheach
client/prospect/consultantin advance of their meeting and present preparatory materials
Answer client inquiries regarding portfolio data inclusive of fund performance, investment details,
and market outlook
Work closely withthe NY-basedinvestment teamsin gathering necessarydata andinformation
for quarterly reporting, consultantsurveys, and other relevant client inquiries
Work closely withsales and product managementteamsin East Asia on business development
opportunities.
Prepare analysisfor RFP’s and final presentations, andparticipate in client onboarding
必要スキル
Qualifications:
3+ years post-graduate experience in asset management withexperience in PE products
and/or investment banking
Knowledge of PE Investment andportfolio analysisinclusive of performance, attribution, and
exposure and/or skills of investment banking
High client communication skills
Strong organizationskills and ability to prioritize work within a dynamic and deadline driven
environment
Advanced Excel and PowerPoint skills required (VBA, SQL, Python experience a plus)
Excellent written and oral communication skills in both of Japanese andEnglish. Accountable
with excellent attention to detail
Ability to communicate effectively with subject matter experts and incorporate edits based on
instructions from investment, sales, and legal teams
3+ years post-graduate experience in asset management withexperience in PE products
and/or investment banking
Knowledge of PE Investment andportfolio analysisinclusive of performance, attribution, and
exposure and/or skills of investment banking
High client communication skills
Strong organizationskills and ability to prioritize work within a dynamic and deadline driven
environment
Advanced Excel and PowerPoint skills required (VBA, SQL, Python experience a plus)
Excellent written and oral communication skills in both of Japanese andEnglish. Accountable
with excellent attention to detail
Ability to communicate effectively with subject matter experts and incorporate edits based on
instructions from investment, sales, and legal teams
就業場所
就業形態
正社員
企業名
米国系運用会社
企業概要
・米国独立系運用会社の日本拠点である投信投資顧問会社。
・独自のリサーチスタイルを基盤にした投資スタイルを築いており、株式、債券、オルタナティブと運用商品を提供。
・独自のリサーチスタイルを基盤にした投資スタイルを築いており、株式、債券、オルタナティブと運用商品を提供。
企業PR
ニューヨーク本社の大手アセマネ会社で、株・債券といった伝統資産のほか、オルタナティブ投資でも実績豊富で、グローバルプレイヤーとしての地位を確立しており、世界有数のプロダクト、投資戦略に触れることができます。
業務カテゴリ
組織カテゴリ
備考
関連キーワード
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
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