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
-
・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
PRINCIPAL RESPONSIBILITIES
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
・Implement 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. - 必要経験
-
・Technical aptitude for working with and through technology
・Advanced Excel skills including EUC solutions
・VBA
・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
・Japanese language
・English language - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京都
- 企業名
- 社名非公開 : 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
- 企業の特徴
- 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。確定拠出年金ビジネス、変額年金保険関連ビジネスをはじめ、公募投信、機関投資家および年金基金向けビジネスを展開。
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。
