金融機関/金融プロフェッショナルの転職・求人

Client Service

Client Service [ID:27878]

仕事内容
Client Servicing
〇Support the Institutional Client & Product Solutions (ICPS) team in Japan by identifying and executing on key client service initiatives,
including:
・Investor queries: Serve as the conduit between various our product teams and Japanese investors to ensure investor queries on investments, performance, finance, tax etc. are addressed in a timely and thoughtful manner
・Follow ups and Diligence Process: Coordinate and manage any follow up items on a timely basis, including liaising with product team on any diligence questions

Business Development/Sales Support
〇Assist the Japan ICPS team to develop and maintain relationships with existing and prospective investors by liaising with internal and external counterparties to serve as primary point of contact. This includes:
・Summarizing relevant information and developing customized meeting materials
・Setting up investor meetings in and outside of Japan, and attending roadshows where relevant
・Maintaining CRM system with up-to-date client information as well as meeting notes
・Maintaining legal ledgers and support the completion of an annual business report to the business license regulator

Ad-hoc Projects
〇Assist the broader ICPS Asia Pacific team on any ad-hoc projects/initiatives as needed
必要経験
・Professional and personal integrity
・Native in reading/writing/speaking Japanese, and business level proficiency (spoken and written) in English
・[1-3/2-5] years of prior experience, preferably within an alternative investment firm (Private Equity or Credit is preferable), fixed income investment firm, investment bank, consulting firm, or other high caliber institutions
・Strong work ethic, acute attention to detail, ability to multi-task, and a willingness and desire to learn and work well within a team are critical
・Experience in sales, marketing, or other client facing role is a plus, but is not required
・Highly proficient in Word, Excel, and PowerPoint
想定年収
別途ご案内致します
予定勤務地
東京都港区
企業名
社名非公開:米系プライベートエクイティファンド

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雇用形態

  • 金融機関/金融プロフェッショナル
    選択中
  • コンサルティングファーム
    選択中
  • スタートアップ/ベンチャー企業
    選択中
  • 事業会社(マネジメント/M&A関連)
    選択中
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