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
-
Role summary:
Works independently on most assignments to proactive service institutional and financial intermediary clients in partnership with our client relationship teams within the Distribution organization. Demonstrates a breadth of understanding of industry, organizational, and operational topics while interfacing directly with external customers such as clients, financial
intermediaries and service providers. With direction of more senior staff, responsible for working with internal teams across Investment Operations, Distribution, Legal, Compliance and Service to coordinate and successfully execute service requests, and to plan and coordinate due-diligence and
other client meetings. Demonstrates an advanced understanding of our organization to be able to navigate numerous internal departments in order to deliver excellent service.
Primary responsibilities/essential functions:
・Retain client relationships by delivering proactive client servicing:
-Provides ongoing service to external institutional and intermediary clients:
-Resolves critical service inquiries (e.g., transactional, investment queries, compliance, fees/billing, operational)
-Liaises with internal departments and utilizes various systems or other resources to serve as a client advocate and collect relevant information to resolve serviceinquiries.
-Provides relationship team visibility to client interactions. Escalate critical items to relationship team or other areas internally ifnecessary.
-Assists in planning and executing client Due Diligence meetings as needed, which may involve hosting in-person client meetings.
-Prepares for and co-facilitates recurring meetings with Distribution and other internal team members.
-Supports the development of annual client business plans, and tracksprogress against goals throughout the year.
-Conducts research and shares perspective to inform sales approach withexisting clients.
-May provide support to Consultant teams within Distribution including assisting with responses to Consultant firm inquiries, RFI/RFP coordination and other ad hoc operational service requests.
・Operational Support & Reporting: Responsible for coordination of all aspects ofoperational servicing:
-Coordinates with legal and operational teams to handle account set up, IMA and investment guideline negotiations, account transitions,new market openings, transfers, cashflow management, and terminations.
-Arranges and, with supervision, chairs meetings with internal departments,clients and/or consultants to discuss servicing and operational requests.
-Serves as the main interface between external clients, their service providers (including, but not limited to, consultants, transition managers, custodians, andrecord keepers) and internal departments within our Group.
-Provides ad hoc reporting and internally driven organizational communications regarding routine matters to clients and consultants.
-Partners with the Reporting Team to define ongoing client reporting support.
-May deliver a variety of compliance and regulatory reporting.
-Coordinates the process and reviews responses to duediligence
questionnaires and RFIs.
-Collaborates with Global Fee Consulting on all fee-related matters. - 必要経験
-
・Demonstrates a working knowledge of the department’s functional responsibilities, our group mandates, investment vehicle structures, fees, different our group business models, internal policies, practices, reporting and regulatory requirements.
・Demonstrates a working knowledge of the interdependencies with various institutional clients, business leaders within our group including Portfolio Managers, Relationship Mangers, Governance committees, boards, etc.
・Demonstrates a working knowledge of the investment management industry as it relates to institutional market.
・Demonstrates an in-depth knowledge of Microsoft applications and business applications. Exhibits knowledge in troubleshooting issues and creatively enhancing work assignments - 予定年収
- 現職考慮
- 予定勤務地
- 東京都千代田区
- 企業名
- 社名非公開 : 米国独立系投資顧問
- 企業の特徴
- 創業以来、徹底した調査活動、確信度の高いポーフォリオの構築、説明責任の徹底を厳格に堅持することで、顧客に運用実績を提供することに総力を結集する運用会社。米国で最も伝統が有り規模の大きな運用会社の一つに数えられている。
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。
