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Strategy & Onboarding - Global Investment Firm

仕事詳細

勤務地: 日本
給与: Negotiable
職種: 正社員
専門: オルタナティブ投資, 資産管理・アセットマネジメント, 金融サービス
参照: BBBH47486_1718849177

Responsibilities

  • Coordinate and execute account on on-boarding/product launch/termination process working closely with overseas transitions team, local/overseas relevant parties as well as external parties
  • Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures, and operational changes of portfolios etc.
  • Account/Portfolio master data implementation/maintenance
  • Maintain and provide IAMJ's AUM and other product related information for RFP and marketing purpose
  • Provide support for reporting team (produce/review/distribute simplified reporting materials)

Qualifications

  • 3-5 years of work experience in the financial industry preferably in the asset management with basic understanding of investment operations of ITM funds and separate accounts
  • Excellent communication skills
  • Undergraduate or higher degree
  • Business level English / native level Japanese

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