外資系金融機関でのリサーチ・ポートフォリオの求人

Portfolio management support:
・cash and holding position updates,
・preparation of transaction and rebalancing plan especially with regard to subscription and redemption,
・order placement using the trading system,
・order record creation and keeping,
・BARRA risk and performance analysis,
・communication/trouble-shooting with domestic/overseas operation and investment teams,
・proxy voting, and
・other portfolio management related administration and support
Company research support:
・company visit booking,
・company visits preparation,
・monthly sales figure updates,
・weekly and monthly investment meeting materials preparation,
・weekly meeting participation and minutes writing,
・participation to company result meetings and taking notes,
・other research related administration and support
Marketing and client service support:
・RFP preparation support,
・marketing materials preparation support (excel graphics and charts/PowerPoint), and
・client service material materials preparation support (excel graphics and charts/PowerPoint).

Other work to support small cap investment professionals and other investment team members.

・Advance Excel skill. Word and PowerPoint.
・Accounting knowledge.
・Investment or Securities background.
・English (reading/writing/speaking/listening)
・Japanese (reading/ writing/speaking/listening)