ROLE SUMMARY In this role, the person will be responsible for offering the client services to the institutional investors, not only various financial institutions but also pension plan sponsors, by creating the solid relationship, arranging the internal resources and handling various requests/queries from clients (internal & external).
ABOUT THE OPPORTUNITY -Fast pacing environment where spontaneous response to demanding client requests is a key to success in the role. Positive, Energetic and team-orientation are highly valued.
Investment Contribute to team investment process and contribute to team management of assets Lead meetings with management of companies Attend all regular team meetings to discuss and present investment ideas Provide updates on company meetings and results at team meetings Represent the company in client meetings
Leadership/People Management Mentor and train junior team members
Marketing/Business Development Present the investment process to prospective clients Work closely with distribution team to win new mandates
Portfolio Administration Maintain model portfolios Plan and execute trades and ensure all trades are in line with requirements of client mandates.
Portfolio Construction/Management Assist in monitoring portfolio/portfolio activities in the course of portfolio management work To assist in portfolio construction e.g. planning and setting up trades To participate in generating trade ideas for funds managed on desk To assist in monitoring portfolios / portfolio activities in the course of portfolio management work To be able to rebalance portfolios around corporate actions and index management changes (particularly around index reviews)
Research Undertake security and sector analysis and complete stock notes Keep up-to-date on sector, country and market developments and trends Country trips and produce investment trip reports To perform analysis of company results and provide results commentaries of portfolio holdings
Risk Management To maintain up-to-date knowledge of compliance and dealing procedures To comply with all regulatory, legal, corporate and client mandates
Training and Development To build and maintain knowledge of the company’s investment process, products and allocated market/sector responsibilities To build and maintain knowledge of the company’s systems, including Charles River, Bloomberg and Lotus Notes databases To participate and attend Continual Professional development opportunities in order to maintain knowledge and skills
The Associate Director, Manager Research will be a senior member of the group’s global Manager Research team. The Associate Director will drive our thought-leadership agenda for the Japanese market and represent the group’s global research offering to current and potential clients, acting as a public representative of our mission, process, capabilities, and research outcomes. The role will serve as the ambassador for the group’s governance solutions (Analyst Ratings, Select Lists, Scorecards, Product Due Diligence and Risk Ratings) as well as our suite of quantitative research methodologies, - representing these analytics externally, as well as adapting them further for use in the Japanese market, will be key focuses. The position is based in our Tokyo office.
Engage with the external market (pension funds, financial institutions, media, regulators) to strengthen perceptions of the group’s Manager Research capabilities. Collaborate on the global thought leadership program that showcases and strengthen perceptions of the group’s research capabilities; liaise with other research practices to produce global and local research pieces our stakeholders can leverage on. Lead the country’s manager research thought-leadership agenda by authoring articles and white papers, hosting industry meetings and conferences. Represent the Manager Research team in interactions with the local sales team, actively helping shape service-level terms for any Manager Research deployments. Work with global and regional product teams to curate research content for our local and global clients. Promote the group’s Direct awareness, through usage and participation in client events such as Direct User Forums. Make regular and relevant contributions to media platforms Help local business and sales leaders assess opportunities to develop Manager Research (and other) business opportunities. Contribute tothe group’s Global Investor Experience Survey (and other global studies) by partnering with global colleagues and taking lead responsibilities on sections relating to the Japanese market. Provide ideas and input that enhance the research process, methodology and products. Increase ties withthe group’s Investment Management (IM) and other potential and existing clients.
The Role: the group`s Business Development Team seeks a highly motivated Sales Specialist to grow the group`s research and data analytics platform (the Product). Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of the group`s product. This role covers opportunities in Japan and the position is based in our Tokyo office.
Responsibilities: Exceed growth targets. Work with Business Development to bring Product opportunities from trial to close. Identify new business groups and opportunities within the accounts, and work to replicate success across the team. Employ winning strategies to maintain and grow adoption of the Product and leverage the installed user base to deploy additional solutions. Master product demonstrations and knowledge of product capabilities and benefits. Develop growth plans for accounts and territory. Document daily activities in SalesForce
●Relationship Analysts (RAs) work primarily within one of our business channel teams and must be knowledgeable about the markets in which their clients operate. RAs collaborate with Business Developers, Relationship Managers, Account Managers and other Analysts as a team to interact frequently with clients: by phone, via written communication, and in-person. ●The position open at this time will focus on managing existing relationship and growing relationships, including new business development with Business Development Managers primarily within the Pensions business channel. In time, the successful candidate may advance from Relationship Analyst to other client-facing roles, including Account Manager.
【ROLE AND RESPONSIBILITIES】 ●This position is responsible for supporting our relationship management efforts. Accordingly the Analyst will work closely with Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings. This position will also work closely with Business Development Managers in support of new business development. ●This position has frequent interaction with clients and will be expected to conduct analysis, initiate research, and respond to inquiries on a wide variety of investment topics, often under significant time pressure. ●Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including: investment administration, legal and compliance, portfolio management, product management, client transaction, trading and other functions. Some travel may be required.
We seek a Compliance Analyst to support us. This position will focus mainly on ensuring that we have effective arrangements in the regulatory compliance sections of our Compliance Program. The Compliance Analyst will have a substantial role in supporting the Compliance Program of the firm. This will include such as, but not limited to:
Working closely with the Compliance Officer in Tokyo to ensure that the firm policy and procedure reflects local requirements, and support reviewing or creating the policy and procedure. Assist with any new regulatory risk assessment processes, run regulatory internal compliance monitoring program, and any follow up of internal control reviews conducted by third parties. Review of marketing materials for all business groups to ensure compliance with local regulations. Support to handle company secretarial matters, such as filing/notifying to FSA, ITA, JIAA. We will also expect the Analyst to assist with Administrative tasks related to legal matters to assist Asian Legal colleagues. Deliver compliance trainings to eligible employees. Provide advices to business, handle issues arise from business. Support corporate governance activities in various ways. Participating in department or firm-wide project based on initiatives.
This individual is expected to expand his/her assignments/coverages, and take initiatives in the areas the Compliance Officer delegates.
The primary responsibilities are to foster/strengthen existing client relationships and develop new business for retail investors through wrap and sub-advisory with domestic asset management companies. The person translates client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell. * Develop strong relationship with major distributors and asset managers in retail channel, and present strategies for potential launch of funds. * Also pursue opportunities in wrap business via retail consultants and related parties (brokers) to present strategies and update them accordingly, to be selected onto the wrap platform. * Develop and provide adequate services to clients to promote ongoing flows, which will include periodic study sessions or seminars at key branches of distributors. * Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese retail market and compliant, both for pitch and ongoing promotion. * Collaborate with product, operations, and reporting team to on-board the client once the opportunities move to launch stage. * Maintain strong relationship with overseas counter-parties to gain good supports, and also keep up to the speed on market and investment both on equity and fixed income.