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Client Portfolio Manager [ID:43947]
- 想定年収
- 別途ご案内いたします
- 仕事内容
- ・Monitoring the investment performance and portfolio positioning for locally domiciled funds and accounts
・Conduct a periodic performance review meeting for existing clients
・Pitching strategies, proposing solutions to prospects
・Conducting research and analysis on various investment strategies across the group
・Translating strategy-related materials and preparing supplementary documents
・Acting as a liaison with overseas investment teams to ensure effective information sharing and coordination
・Managing cash positions for locally domiciled funds and accounts, including fund orders
・Supporting the launch and setup of new funds and accounts, including the design of fund structures and operational workflows related to investment management - 必要経験
- Experience, Education & Certifications:
・Knowledge and experience in interest rate and credit-related investments
・At least 5 years of experience in the financial industry, such as fixed income investment roles at banks or insurance companies, or product management / portfolio management roles at asset management firms
Technical Skills:
・Practical experience in cash management for externally delegated investment funds and accounts, including fund orders
・Strong understanding of regulations, market practices, and conventions in the asset management industry, as well as broad expertise across financial products
Soft Skills:
・Business-level English for daily interaction with global investment teams
・Strong communication and stakeholder management skills
・Collaborative, team-oriented approach
・Experience presenting to clients and preparing investment reports - 予定勤務地
- 東京都千代田区
- 企業名
- 社名非公開：世界最大級の独立系グローバル資産運用会社
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