●our key responsibilities: ・Closely collaborate with Institutional Salespeople and other related departments to meet day-to-day client servicing requirements of professional institutional investors ・Assist and contribute to the RFP process as required ・Assist and contribute to preparing required information for consultant companies ・Ad-hoc project-type of assignments
・People Management Daily supervision of 1 Associate
●Key responsibilities: Attend client meetings as the technical expert on fixed income related topics in order to help drive investor flows. Identify unique investment opportunities that present themselves based on a deep knowledge and expertise. Sponsor all product development initiatives and act as the key interface into our Investment Management & Client Coverage Divisions (CCD). Be the principal centre of competence and content provision for all product specific client requests. Provide input into relevant client pitches, roadshows, conferences and media engagements. Provide timely thought leadership, product news, updates, storylines and materials. Develop new product concepts based on product strategy and ensure product design and structuring quality. Be responsible for individual product business plans and economics and spearhead all internal requirements and approvals. Own the end-to-end design of investment solutions: beginning with refining a concept and continuing through structuring and implementation. Be the subject matter expert on fund structures and wrappers and incorporate investor impact and KPIs in decision making. Contributing to the development of junior members by sharing insights, experiences and mindset, and leading by example. Effective usage of resoruces in the team to deliver strategies and solutions.
●ROLE DESCRIPTION AND PURPOSE Under the supervision of Japan Marketing Head, plan and implement strategic marketing activities effectively to contribute to business growth,collaborating with Sales and other teams in alignment with Global Marketing organisation as one firm.
●KEY RESPONSIBILITIES 1. Create and drive marketing activities efficiently such as advertisement, event, digital tool (website, video, special media etc.), roadshow of portfolio managers, marketing content publication and other possible methodologies to promote our brand/strategies to B2B prospects/clients especially in our Wholesale business 2. Develop and conduct communication methodologies utilising marketing automation tool 3. Prepare press releases and supoprt media relation activities 4. Build strong relationships with Sales, Product, APAC/Global Marketing team internally
Main responsibilities: 1. NAV calculation operations: -NAV calculation -Provide materials for client’s annual/semi-annual report -Provide BIS report to fund distributor -Supervise Fund Audit -Complete statutory annual report with outsourcing company etc. -Update operation manual for regulatory changes etc.
2. Fund execution operations -Account opening operation (KYC, AML, FATCA check of ITM clients) -Execute client’s orders for funds -Create and keep statutory documents -Review and amend account opening package etc. -Update operation manual for regulatory changes etc. -Supervise verification of segregated asset management
3. Others -Place orders (FX, Mother fund and call loan) -Support communication forclients in Japan on operation and Fund accounting -Maintenance of the Fund Accounting system (T-Star), the Client Account Management system (HOP) and the In House Portfolio Management system (GPlus) -Daily interactions / communications with the teams in Paris Office: oMiddle-Office Team to maintain portfolio data up to date oGPlus (In House Front-to-Back System) Team for technical evolution and operational processes
Ensuring that sales activities are aligned with the objectives of the business plan and of the broader firm. Identifying potential clients and market opportunities, and monitoring market developments that may impact the company. Meeting with existing clients and prospective clients on a periodic basis for updates and due diligence purposes, promoting strategies for potential investment and identifying cross-selling opportunities. Promptly recording and disseminating information on communications, meetings and calls with prospects and investors in the form of call memos. Acting in accordance with guidelines issued by Compliance and Legal with respect to Marketing only in Japan and ensuring all activities are conducted in compliance with regulatory and legal obligations. Ensuring that all marketing materials and other materials provided to prospects and investors are “clear, fair and not misleading” in compliance with local regulations and with guidelines set out by Compliance. Delivering a high standard of service and performance to prospects and investors. Co-operating with colleagues and promoting successful sales team performance. Personally, reinforcing excellence across the company’s stated cultural values and standards both inside GBD/the firm and as a representative of the company in the market.