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Client Service & Reporting Advisor [ID:43317]
- 想定年収
- 別途ご案内致します
- 仕事内容
- Oversee and manage the preparation, delivery, and retention of client reports related to the company’s financial instruments business and associated activities.
・Supervise and develop team members, providing training and guidance as necessary.
・Prepare daily, weekly, monthly, and ad-hoc reports, as well as related data, for Financial Instruments and Exchange Act (FIEA) accounts, pension funds, sub-advisory mandates, and proprietary investment trusts.
・Acquire required data, coordinate and negotiate with overseas offices, and manage data efficiently.
・Produce regulatory compliance reports (including those required under Basel regulations) and risk asset reports for FIEA-related clients.
・Act as a point of contact for client relationship management, responding to various client inquiries.
・Draft investment commentary (not limited to translation, but including original writing).
・Generate reports, including performance and risk analyses for fixed income funds, utilizing BlackRock Aladdin.
・Perform other related duties as required. - 必要経験
- ・Demonstrated leadership capabilities, including the ability to guide and support team members through day-to-day work and serve as a point of consultation (for VP level)
・Strong teamwork and communication skills; highly cooperative and willing to proactively provide backup support to colleagues
・Self-starter with a proactive approach to work
・Solid knowledge of financial markets and investment strategies (including fixed income, equities, derivatives, etc.)
・Proficient PC skills, including experience with Excel VBA or similar tools - 予定勤務地
- 東京都千代田区
- 企業名
- 社名非公開：独立系資産運用会社
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