募集要項

募集背景

The Product Reporting Analyst within Client Operations APAC will be responsible for product reporting of Asia-Pacific region including Japan. Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. Specifically, the analyst will be responsible for maintaining and producing standard marketing and client materials as well as customized client reporting. The Product Reporting Team broadly will be expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment.

仕事内容

? Ownership of all standard materials; willingness to pitch in as needed during peak periods ? Production of reoccurring materials including monthly/quarterly customized reports and client presentations. ? Peer reviewing deliverables completed by the team as needed to ensure response accuracy and data reasonability. ? Partner with Investment Products & Fund Strategies and our Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting ? Primarily covering Fixed Income products along other asset classes

ポジション

Product Reporting Analyst

必要スキル

■必要スキル
The ideal candidate will possess the following qualifications: ? Bachelor’s degree with +3 years relevant of professional experience in financial industry investment management or client reporting. ? Strong communication and writing skills in English/Japanese ? Candidates should demonstrate a high level of capital markets/investment/product knowledge ? Excellent quantitative and qualitative skills, as well as strong attention to detail ? The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients ? The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel ? A positive, collegial attitude and a high level of professionalism are essential ? Candidates of CFA Level 2 is preferred.

年収

年収非公開

担当コンサルタント

類似求人

• 求人番号：70628

  大手金融グループのアセットマネジメント

  オルタナティブ投資ファンドのミドル/バック業務

  業種

  アセットマネジメント・投資顧問 、不動産アセットマネジメント

  職種

  金融系スペシャリスト　その他

  年収

  年収非公開

  勤務地

  東京都

  海外展開あり

  マネジメント業務なし

  英語力が必要

  転勤なし

  土日祝休み

  リモートワーク可

  仕事内容：

  受託が急拡大しているオルタナティブ投資ファンド（プライベートエクイティ（ＰＥ）、ヘッジファンド（ＨＦ）、不動産、インフラ等）のミドル/バック業務。
  
  オルタナティブ分野の海外投資商品に関する以下の業務
  ・ファンド計数管理（データ入力/チェック、パフォーマンス計算、会計・税務、専用システム管理）
  ・顧客向けレポーティング業務
  ・国内・外のファンド設定・運営管理（法制・会計・税務対応を含む）
  
  対象商品はプライベートエクイティファンド、インフラファンド、ヘッジファンド、不動産ファンド等になり、複数の商品を担当して頂きます。

  詳細情報 エントリー