金融機関/金融プロフェッショナルの転職・求人

Statutory Fund Documentation Manager

Statutory Fund Documentation Manager [ID:25896]新着求人

仕事内容
・Statutory Fund Documentation (SFD) is the department responsible for the creation and filing of domestic statutory documents such as Trust Deed, Security Registration Statements (SRS), Securities report, Investment report, Fact Sheet and Prospectus for our ITM products.
・Our responsibility includes sales-condition parts creation for sales materials and financial / investment statements of ITM funds, and also supporting OAM documentation.
・SFD also has a function of offshore fund documentation support for internal and external parties.
Purpose of your role:
・Responsible for the filing task of statutory fund documents such Trust Deed, SRS, Securities report, Prospectus and sales-condition parts for sales materials.
・Responsible for the fund reporting task such as factsheet, shareholders report, BIS report, other report for the authorities.
・Set up and create the procedures for new events such as regulation changes, trust deed changes, inquiries from internal / external clients.
・Act as a liaison function of offshore fund documentation including the communication with foreign entities and external attorneys at law.
・Responsible for team building and people management.
・Be in charge of HR related works such as performance appraisal, evaluations, etc.
Key Responsibilities:
・Supervise the disclosure production such as SRS/ Securities Report/ Prospectus/ Trust deed/ Factsheet/ Shareholders report/ other various reports which are processed by third party vendor staff and Dalian SFD staff. If required, involve in the production
process of the disclosure as well.
・Supervise the sales-condition parts creation such as sales materials/ web site disclosure posting-process which are processed by third party vendor and Dalian SFD staff. If required, involve in the production process of the disclosure as well.
・Review the quality of productions of disclosures from third party vendor and Dalian SFD staff, control the quality of production processes for accuracy and manage timeline of the productions.
・Function as a SFD representative for new fund launches, trust deed changes, regulation changes etc. by working with internal and external stakeholders.
・Coordinate and communicate with other business units to incorporate their needs and accountable for the procedures
・Function as a liaison with foreign entities and external attorneys at law and embed the specifications into the daily processes of offshore fund filings.
・Escalate issues and comments immediately to the department Head something happens, and solve issues effectively.
・Conduct improvements proactively (System enhancements, BPR, Automation etc.) and take the initiative.
・Periodically and continuously review the working process to gain further efficiency gains or cope with the new business and regulatory requirements.
・Teach specific operations to junior staff.
・Provide the necessary work-supports and help for Dalian and regional SFD related responsibilities whenever required.
・Strongly support the department head and guide the team staff to enhance the team performance.
・Project contribution: Being a PM or Senior BA
・Be a backup for the senior manager.
必要経験
・In depth knowledge and understanding of relevant Japanese Investment Trust regulation (e.g. FIEL and Investment Trust law, ITA regulations) and understanding of the asset management industry.
・ Accuracy and attention to detail in all aspects of fund reporting and documentation.
・ A natural self-starter with the ability to be flexible, follow tight deadline and priorities work.
・ Fluent Japanese communication skills in both verbal and written forms
・ Advanced/ Business English communication skills both verbal and written forms
・ A team player with an ability to communicate effectively at all levels, with good rapport building skills.
・ Project management skills (as a technical manager) is ideal to have
想定年収
別途ご案内致します
予定勤務地
東京
企業名
社名非公開:外資独立系大手運用会社
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