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- 仕事内容
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Institutional Account Management and Client Service
• Serve as a primary point of contact for institutional clients, delivering a high standard of client service and account management.
• Manage the full client lifecycle, including onboarding, account maintenance, ongoing servicing, and reporting coordination.
• Develop and maintain strong relationships with clients and key internal stakeholders to ensure a seamless client experience.
Client Relationship Management and Business Retention
• Partner with Sales and Product teams to support client meetings, investment reviews, due diligence processes, and ongoing relationship management activities.
• Contribute to the retention, expansion, and successful management of existing mandates through proactive client engagement.
• Coordinate the preparation and delivery of client reporting, presentations, and other client-related communications.
Onboarding and Cross-Functional Coordination
• Lead onboarding activities for new mandates, including documentation, account opening, legal coordination, and project management.
• Oversee account administration activities, including subscriptions, redemptions, distributions, and client data management.
• Collaborate closely with Operations, Reporting, Legal & Compliance, Technology, and other relevant teams to ensure efficient execution of client-related activities.
Team Leadership and Business Process Improvement
• Contribute to team development, mentoring, and organizational effectiveness through leadership and collaboration.
• Identify and drive process improvement initiatives to enhance scalability, efficiency, risk management, and service quality.
• Lead or participate in strategic projects aimed at strengthening Invesco's institutional client service platform. - 必要経験
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• Minimum 10 years of experience within the asset management or broader financial services industry.
• Strong knowledge of investment products, asset management operations, and institutional investor business practices.
• Experience in client service, account management, product management, institutional sales support, or related functions at an asset management company, trust bank, securities firm, insurance company, or other financial institution.
• Proven experience working directly with institutional investors, including public pension funds, corporate pension funds, financial institutions, and other professional investors.
• Experience in institutional sales, product management, middle-office functions, fund administration, or business management would be advantageous.
• Ability to operate effectively in a global environment, including participation in meetings and written communication in English.
Formal Education
• Bachelor's degree required; advanced degree preferred
License / Registration / Certification:
• CMA, CFA, CAIA, or other relevant professional qualifications would be advantageous.
Skills / Other Personal Attributes
• Strong understanding of financial markets, asset management products, and institutional investor requirements.
• Excellent communication, stakeholder management, and relationship-building skills.
• Strong project management and organizational capabilities, with the ability to manage multiple priorities simultaneously.
• Proven problem-solving ability and a proactive mindset toward continuous improvement.
• Demonstrated leadership, collaboration, and influence across multiple functions and regions.
• High attention to detail, accuracy, and client focus.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Business-level English communication skills (written and verbal) - 予定年収
- 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 : 外資系大手運用会社
- 企業の特徴
- 約111兆円の運用資産を誇る外資独立系運用会社の日本法人。「投資家の皆様の経済的目標達成に貢献すること」をミッションに掲げ、資産運用ソリューションを提供している。株式、債券、不動産、PE、バンクローンなど対象となる資産は多岐にわたり、ファンダメンタル分析やクオンツ分析を用いた運用の他、タクティカルアセットアロケーション、アブソリュートリターンなど様々な手法を駆使して運用戦略を展開する。日本国内でもその存在感を強めており、更なる拡大が期待される。
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