期中管理 ／ 総合商社100％出資不動産私募ファンド運用会社
レポーティング・投信計理 ／ FaaS型サービス形式で提供する金融事業支援プラットフォーム
Sr Regional Reporting Analyst ／ グループ全体で約119兆円を運用する外資系資産運用会社
- ・GCIR teams in Hong Kong and Tokyo provide client and investment reporting to all APAC-based clients
・This covers a broad range of client types including separate accounts, mutual funds (SICAV’s, ITMs. AUTs) and third-party distributors across all three of Global Distribution’s core regional business: Asia ex Japan (institutional and intermediary) Japan (pensions, financial institutions and intermediaries), Australia (institutional and intermediary).
・The reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regular scheduled custom reports and client kits, repeatable marketing material (fund flyers), due diligence and regulatory reporting and various other pass-through deliverables (reconciliations, valuation statements, commentary).
・The APAC team works in close collaboration with other regional GCIR teams sharing the same core technology and broadly following the same global policies and procedures, including for translation services where required.
・Additional tech components and processes may apply in Japan, to cater for trust bank data provisioning.
・With the expansion of technology to automate processes, increasing regulation, and the growth in more complex investment strategies, the team is looking to add an Analyst to support the regional production teams
1. Continuous Process Improvement.
・Work proactively and systematically with the team supervisors to identify production bottlenecks and problem areas on an ongoing basis.
・Use technical Excel macro-building / VBA skill to provide automation of report composition where required to boost efficiency and reduce risk
・Utilize metrics to analyse and understand issues, propose areas for improvement and recommend solutions
2. Platform Oversight and User Support.
・Develop and maintain an in-depth technical understanding of the reporting platform and best practice in using the various applications, in order to help ensure text book usage and change management protocol. Includes system set-up, data maintenance, dataflows, interfaces and extracts and automated document publication processes.
・Liaise with internal product managers and teams and/or external vendors to investigate and resolve issues and to maintain various quality control and monitoring procedures.
・Ensure all systems and reports are updated and maintained to reflect both organizational and regulatory changes.
・Develop and maintain sufficient knowledge of subject matters across several products/domains such as ITMs, Japanese pensions, Australian SMAs, regional regulatory frameworks, to understand how the platform supports these areas specifically and to advocate for change / enhancement where necessary
・Create and maintain documentation to guide production teams.
3. Project Support.
・Represent the region and local businesses in various local, regional and global reporting projects, understanding sufficiently the evolving client and business needs, regulatory changes, and process and technology enhancements which impact client reporting.
・Cross functional collaboration on projects with areas such as ICC, GCC, GBS, Global Distribution (GCO and RMs), ECO, Investment Ops, Performance, IL.
・Document business requirements, create current and future state process maps, gap analysis, testing and implementation of solutions.
- ・Technical aptitude for working with and through technology
・Advanced Excel skills including EUC solutions
・Experience of working in Client Reporting within an Asset Management firm
・Proven analytical and problem-solving skills
・Strong organization and planning skills
・Knowledge of project management methodologies
・Self-driven and ability to work independently and with limited direction
・Ability to work on and prioritize multiple assignments simultaneously
・Solid communication skills, both verbal and written English, including coordinating meetings/calls
Regulatory Operations Transaction Reg Reporting, Associate ／ 世界最高峰の投資銀行
- Asia Regulatory Transaction Reporting team is responsible for the oversight of non-financial regulatory reporting to the Regulatory bodies, central banks, exchanges, and Self-Regulated Organizations in Asia. The team is responsible for the monitoring, preparation, and submission of regulatory reports by maintaining controls to mitigate reporting risks for products our businesses are in. The team is expected not only to meet existing reporting requirements in a timely manner but also to analyze any impact from upcoming regulatory changes as well as new business the firm is exploring.
・Prepare to be exposed to various products under the 50+ reports the team covers by interacting with middle office teams, sales, other internal clients and external regulators in order to meet regulatory requirements.
・Use your inquisitive mindset to evaluate and escalate risk items to protect the firm.
・Showcase your attention to detail by ensuring manual processes are done with care and also your creativity by enhancing the process to eliminate those where possible.
・Partner with Technology to review and improve scalability and process strategically and tactically.
・Grow with the team； develop a deeper understanding of complex transactions and work with our business partners to assess market changes and support new business.
- ・Minimum of 3 years of experience in financial services
・Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
・Strong verbal/reading/writing skills in English and Japanese enabling relationship building and assessing market regulations
・Self-motivated and proactive team player who takes ownership and accountability of assignments and projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Client Relations Associate ／ 世界有数の資産運用会社の日本拠点
We are a client-focused and research-driven investment management firm and the department is dedicated to building and servicing an institutional client base in Japan, covering public and corporate pension clients as well as financial institutions. Within the department, Client Relations Associates are supposed to work in a team environment, comprised of Advisors, Client Services Manager and other Associates, dedicated to client servicing and prospecting efforts.
The Associate coordinates all of client servicing activities and provides the central point of reference for internal and external contacts associated with a client relationship. Associates are in constant communication with various internal departments to ensure client expectations are met or exceeded.
This includes building effective and trusted relationships first and foremost with their partnering Advisor (s), but also with portfolio management, operations and client reporting, legal and compliance, among others.
Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:
account management including new account opening/closing, guideline management,
timely and accurate client reporting,
client servicing and prospecting materials such as presentations and correspondence,
coordination of business development activities including RFPs,
collaboration with colleagues in other departments and overseas to successfully resolve client issues,
maintenance of client files and databases.
Associates are expected to be fully trained and competent in dealing directly with clients, consultants and prospecting relationships in a knowledgeable and professional manner. They will be provided additional responsibility as they progress within the role, which includes management responsibility within client servicing team from the perspectives of people management as well as the department and firm-wide projects/initiatives.
This position reports to the Head of Client Service in Tokyo.
- ・The successful candidate will be a motivated self-starter eager to learn about or expand knowledge on all aspects of the global institutional asset management business.
・Candidates must be detailoriented and possess strong analytical, communication, and organizational skills.
・Will be required to be capable of multitasking within tight time constraint.
・Business-level English skill is critical to develop yourself in this opportunity.
・The ability to work successfully in a team is a must. Professional work experience in client servicing activities for institutional business is desirable.
・A strong work ethic and healthy ambition for responsibility is essential.