このポジションはすでに募集を終了しております。
現在募集中のポジションにつきましては、転職支援サービスにご登録の上、担当コンサルタントまでお問い合わせください。
- 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 - 予定年収
- 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
- 企業の特徴
- 資産運用業におけるグローバル・リーダーとして、主要国の個人投資家や機関投資家に向け、資産運用サービスを提供している。 東京での事務所開設も早くから行い、現在は世界24カ国でビジネスを展開、従業員は6000名を超え、運用資産は3,548億米ドルにのぼる。 約400名のポートフォリオ・マネージャーと調査アナリストを要し、綿密な調査を通じて、最良の投資機会を発掘し、顧客の資産運用ニーズに応えている。株主の短期的な利益追求に応えるのではなく、顧客の長期的な利益を優先した経営が行えるように、同社は独立系の運用会社で、非公開企業である。
この企業にご関心をお持ちの方は、転職支援サービスへご登録ください。
- ご登録いただきましたら、キャリアミーティングにて担当者がご要望をお伺いし、より詳細な情報のご提供等、ご対応させていただきます。
- 上記企業との契約内容により、企業名を非公開とさせていただいております。
