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外資系アセマネ会社でのPortfolio Services (Equity)業務の求人

求人ID:1313999

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転職求人情報

職種

Portfolio Services - Equity-

ポジション

Associate ~ VP level

おすすめ年齢

50代以上

年収イメージ

年収イメージ:1200万円〜2000万円(経験・能力を考慮の上当社規定により決定)

仕事内容

A member of the Client Platform Group supporting our growing East Asia client base and Company’s Equity teams. This position is responsible to provide services to our clients including client reporting, client presentations, product analysis and commentaries related to the strategies, markets and macro-economies.
Closely partners with key stakeholders including investment teams, client portfolio
managers, sales, global marketing, and RFP to support a fast growing client base and assure a high quality of Equity related services to East Asia clients.


【Responsibilities】
Conducting presentations at various client meetings, seminars and study sessions for existing Equity and
Multi Asset strategies.
Understand Equity and Multi Asset investment capabilities with requisite depth and range to be able to
develop and deliver client materials and commentaries.
Conduct thorough client meeting preparation and attend the meetings; research each
client/prospect/consultant in 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 with sales and product management teams in East Asia on business development
opportunities.

必要スキル

3+ years post-graduate experience in financial industry with experience in Equity products and strategies

Knowledge of Equity Investment and portfolio analysis inclusive of performance, attribution, and
exposure
Strong organization skills and ability to prioritize work within a dynamic and deadline driven
environment
Excellent written and oral communication skills in Japanese and ideally in English. 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。

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

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