ポートフォリオの転職/コンサル・経営幹部の転職支援【コトラ】

●　市場国際部門での投融資業務

・内外マクロ経済、及び金融市場動向調査・分析
　・独自のセットアロケーション手法の研究
　・外部運用会社のマルチアセットファンドの評価、選定
　・外債（現物、ファンド）、内外株式（ファンド）、Ｊ−REIT（現物、ファンド）売買

主な業務は、信用リスクに関する計量モデルの開発とソリューションサービス提供、並びに関連コンサルティングや各種受託研究です。
具体的には、既存クライアント（金融機関、資産運用会社等）のアカウントマネージャーとして、信用リスク計量モデルに関するクライアントニーズ対応とコンサルティング全般を担当頂きます。

ポートフォリオマネージャー（PM）：株・債券の委託運用先を管理し、資金配分・回収の企画を立案
シニアファンドリサーチャー（SFR）：株・債券の委託運用先の選定・評価

＜Position Description＞
Client Service is a mid-level position in Relationship Team. Client Service is expected to maintain an important client/Investment Managers of Trust Account contact and be responsible for the overall relationship of the client/investment managers including service related matters, change management, incident management as well as expansion of existing relationship through introduction of new products, and to drive our service coverage in line with the client’s strategy thus maximizing P/L of the account. The Client Service would be allocated a number of investment managers based on size, product coverage and other factors. It is also required to work closely with Relationship Manager (RM), Operation in charge of individual products they cover, to ensure day-to-day engagement with the clients/Investment Managers by Client Service is in line with the overall strategy of the client.

＜Responsibilities＞
●Report to Vise President of Client Service Team and work closely with not only other Client Service Staffs but Relationship Management, Operation and other departments (Risk, Legal, Compliance) to ensure client satisfaction is maintained
●Manage daily calls and emails for various inquiries, change requests, etc from Investment Managers
●Monitor service quality and all communications (incl. outstanding items) with Investment Managers of Trust Account
●Prepare periodical service review report for Investment Manager of Trust Account
●Conduct periodical service review meeting with Investment Manager of Trust Account in order to present and assess the quality of operational services and satisfaction
●Maintenance of Trust Account profile and Investment Manager related documents
●Report to client periodically (monthly, quarterly, annually) with reporting format defined by the client.
●Conduct periodical survey with Investment Manager of Trust Account to get assessment for our service and points to be improved
●Conduct analysis against survey result and provide feedback to relevant departments to discuss improvement plan
●Receive and evaluate change requests (e.g. ISDA/CSA, Futures agreement), and to coordinate with internal relevant departments, in order to maintain the balance of overall service quality against profitability of the account
●Work closely with Global AMS(Asset Manager Service) team for specific Investment Manager

当社の一般勘定、特別勘定における国内外債券、その他資産（株式、オルタナティブ資産等）のポートフォリオ・マネジメント、モニタリングを担当して頂きます。　
アセットマネージャー（運用委託先）への指図、モニタリングが中心となります。
上位者と共に、上記業務にあたっていただきます。

●資産運用に関わる資産運用リスク管理
（伝統的資産だけでなくオルタナティブ、PE、不動産を含む）
●スマートベータ等指数管理

●資産運用に関わる資産運用リスク管理
（伝統的資産だけでなくオルタナティブ、PE、不動産を含む）
●スマートベータ等指数管理