Working collaboratively to grow and strengthen client relationships across a portfolio of Japanese and global institutional and retail investor clients. Ensuring that our data and research content and delivery meets clients’ needs. Providing effective customer support, responding to queries and seeking feedback. Guiding clients through complex concepts in a succinct and clear way. Supporting clients’ ESG strategy development by providing advice and guidance on market best practices; Developing detailed understanding of Sustainalytics research and services, our clients and the financial and ESG market. Staying on top of client and market developments, identify and share opportunities with internal teams. Collaborating with colleagues across different teams including sales to ensure opportunities are managed efficiently effectively, and research and data delivery to enhance the client experience.
【Job Purpose】 This position is providing you an opportunity to work for a Japanese company with an international dynamic environment, belonging to our Group (one of the largest insurance groups worldwide) whose headquarter is in Paris.
●Lead head-office reporting ・Lead monthly/ quarterly / ad-hoc reporting requirements to head office on IFRS basis. Understand instruction from the group and make necessary coordination within and outside Finance. Coordinate with reporting team in Europe as well as other entities in Japan ・Lead Solvency II reporting. Understand group instructions and make necessary coordination with various teams in ADJ. Become ・Prepare various reports to senior management in ADJ as well as to the Group ・Participate various calls with regional and head office ・Orchestrate information collecting process from various constituencies and validate the accuracy of received information ・Contribute to further improvement of current process more systemization, digitization, robust straight-through process
●Lead various ad hoc projects, including new IFRS standard implementation ・Contribute to implement new IFRS accounting standards implementation/ adaptation projects including IFRS 17 and 9. ・Support various ad-hoc projects
●Manage one junior staff ・Manage one junior staff to complete various requirements/ tasks as a team ・Help the junior stand to deepen his/ her understanding about the accounting, insurance business and help him/ her to grow
【Responsibilities】 ●Work with the strategy management team members to lead the planning, implementation and effectiveness measurement of each strategic plan to achievement of mid-term strategic plan of Customer Service Group. ●Design and introduce a new process to strongly promote digitization, drastically change customer experience, employee experience, and productivity of operations. ●Design and implement the program to enhance operation staff’s mind and process for new digitalization.
Will focus on portfolio oversight and analytics in the Private Investment Portfolios platform. The ideal candidate should have experience with or in Japan to help strengthen our coverage of the Japanese GPs on funds, co-investments and secondaries. The person will work as a part of the Asia PE team which has investment professionals in Hong Kong and Tokyo. The person will be located in Tokyo office. Hong Kong office is secondary office location.
Conducting due diligence on fund investments, secondary investment and co-investment opportunities including industry and company research in Asia with primary focus on Japan
Performing in-depth valuation analysis of private equity portfolios and private companies
Assisting in the preparation of due diligence materials, screening and investment committee memos
Attending meetings with private equity firms
Interacting with different parts of the firm to gather information necessary to make investment decisions or to execute investment
Supporting PE Asia team to update investment related information
Other duties include supporting the company’s Asia private equity platform business development and client support (especially Japanese clients), as well as assisting creation of new private market products in Japan
Job Purpose This job purpose is to manage stakeholder collaboration and to take an agreement with them and to lead a change for bring about the maximum value. In order to do it, this job evaluates business processes, identifies needs, and develops strategies to maximize opportunities. この仕事の目的は、関係者のコラボレーションを図り、皆の合意を得ながら、最大の価値をもたらせるチェンジを遂行するためのものです。そのために、ビジネススプロセスを評価し、ニーズを特定して、機会を最大化するためのソリューションを策定します。
Leadership ・Taking communication leadership to lead changes and solve problems ・Leading projects and coordinating with other teams for better business outcomes ・Supporting status management and taking leadership in problem solving during implementing the decided goals ・Taking an agreement with stakeholders on goals ・チェンジ遂行や課題解決のためにコミュニケーションのリーダーシップをとる ・プロジェクトを主導し、他のチームと調整してより良いビジネス成果を生みだす ・ゴールに対するステークホルダーとの合意を取る ・決定したゴールを実装していく中での、ステータス管理のサポートや課題解決へのリーダーシップを取る
Analyzation & Problem Solving ・Analyzing current business processes and system movement for problem solution and new changes. Collecting information related and analyzing it. ・Analyzing and supporting test results at all stages ・Analyzing estimates and schedules in projects ・Analyzing risk for a new change and reporting it ・Finding solutions to deliver maximum value over interacting with stakeholders (management, business users, IT, etc.) pro-active. ・問現解決や新しいチェンジのための現行ビジネスプロセスの解析、システムの解析、データの収集、分析 ・すべての段階でのテスト結果の分析や支援をする ・プロジェクトにおける見積やスケジュールを分析する ・チェンジに対するリスク分析と報告 ・利害関係者（マネジメント、ビジネスユーザ、ITなど）と積極的対話しながら、最大の価値をもたらせるソリューションを見つける
Other Contribution to the Division ・Supporting projects and contributing to team building ・Creating documents, manuals, minutes, status reports at the appropriate timing. ・プロジェクトをサポートし、チームビルディングに貢献する ・ドキュメント、マニュアル、議事録、ステータスレポート等も適宜作成
The Relationship Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses’ core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. ・Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution ・Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s Helps clients to access the bank’s global network, locating local coverage and product support across the globe ・Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed ・Coordinates credit requests and approvals from the bank’s global network ・Engages with product partners and the bank’s global network to identify revenue opportunities and to position certain products with clients ・Ensures periodic support discussions are held with clients and are correctly documented ・Maintaines correct client legal and marketing hierarchies ・Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents ・Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews ・Assists in implementation of cash transactions for Banker ・Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Ensure Tokyo Branch (“Branch”) and Securities (Japan) Co. Ltd. (“Securities”) activities are made in line with regulatory guideline and internal policies and procedures in compliance with local & HO laws and regulations. Provide adequate legal and regulatory advice, in order to enable the Branch and Securities to minimize the exposure to legal and regulatory risks. Develop and strengthen the compliance culture and thereby protect the reputation of Group.
・Relationship Manager is the main point of contact for our multinational corporate clients, and is responsible for working in close cooperation with Parent/Regional Account Managers, Product Partners, Risk, Legal, Ops, Compliance etc. to deliver the best bank’s experience and the optimum products and solutions to the client. ・Required to have a deep understanding of a client’s business, industry and banking requirements in order to offer the appropriate set of products and solutions that are in the client’s best interest whilst also optimizing and maximizing the bank’s returns. ・Managing a defined portfolio of clients with full responsibility for revenues and maintaining a pristine risk and control environment. ・Required to continuously explore additional business opportunities with both existing clients and with a defined set of target market prospects. ・Maintain and develop business relationship and increase revenue from existing clients. ・Ensure a high level of client satisfaction with the bank’s products, solutions and services. ・Develop new client relationships and broaden existing client relationships. ・Carefully maintain a pristine risk and control environment, including all compliance, risk and regulatory responsibilities such as Know Your Customer due diligence, Extending Unit Due Diligence, Asset Self-Assessment etc. ・Maintain close contact with Parent and Regional Account Managers in order to ensure we are delivering the bank’s global network in an aligned and coordinated manner ・Support Product Partners in originating cross-sell opportunities and be inclusive in delivering the best client experience.
Who we are looking for Responsible for leading the client support team that provides client services to Japanese Database clients. Within the client service team, manage and lead team members, manage client queries and change requests, and enable client support to work closely with your local operations team to provide services. You also work closely with the relationship management team to maintain the overall relationship between its clients and us. Why this role is important to us The team you will be joining is a part of global team. The team is an our business unit that provides data and analytics solutions to asset owners and asset managers, as well as banks and insurance companies. global team helps our clients make more informed investment decisions. Our broad product line provides a consistent way of looking at risk and performance from front to middle office. Client Support Lead will Manage and lead our client support team in Tokyo office. Strong relationship management skills, ability to drive and influence discussions with clients and external parties. Single point of contact for all testing & validation activities for Client, Business Analyst Group, Operational readiness, Business Operations, IT & Configuration teams. Must have IT background in software development, technical & functional analysis, testing practices, business solutioning, middle and back office service industry experience Project Management - Manage the project team activities, facilitating communication upward to the management team level and across all development units (e.g. business analysis, development, quality assurance) to manage risk and communicate issues Provide on going test execution summary status & Metrics to executive management and other stakeholders. Lead joint Triage Process during client Test execution Triage Investigation Requests, issue/defect assignments, tracking & follow-ups, provide status reports on various test issues/defects Ability to track readiness for test execution, assess issues and escalate risks at the right time to stakeholders and senior management involved. Collaborate with business leads and IT leads to define architectural requirements in order to finalize client test platform requirements. Resource Planning- Internal & external which impacts across the program, Business, Operation, Business Analysts, Program Managers, Test (internal & external) Excellent business understanding of Process and data in Transaction Management, Recording Keeping, Corporate Actions, OTC derivatives, Performance & analytics, Reconciliation, Reporting, Cash Management, etc. Balance of Technical /Business & Quality Assurance, excellent presentation skills. Must have strong SQL knowledge, hands-on experience with database/data warehouse skills