金融機関/金融プロフェッショナルの転職・求人

Client Portfolio Manager Multi-Asset/Solutions 求人詳細情報

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Client Portfolio Manager Multi-Asset/Solutions [ID:45091]新着求人

想定年収
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仕事内容
We are looking for a Client Portfolio Manager – Multi-Asset/Solutions to join the team in Japan.

How You Will Add Value
・Provide comprehensive portfolio solutions tailored to clients' investment objectives and requirements.
・Act as a dedicated Client Portfolio Manager for multi-asset and quantitative investment strategies.
・Monitor the performance, positioning, and operational status of existing client mandates and investment strategies.
・Deliver periodic investment reports and updates to existing clients.
・Support business development initiatives by presenting investment strategies and preparing proposals for prospective clients.
・Conduct research and analysis on multi-asset, quantitative, and other investment strategies across the global investment platform.
・Translate, customize, and develop investment presentations, marketing materials, and client communications.
・Act as a liaison between local stakeholders and overseas investment teams to facilitate effective communication and coordination.
・Oversee cash management and investment operations for outsourced funds and advisory accounts, including trade and fund order execution.
・Support the onboarding and launch of new funds and investment advisory mandates, including the development of operational workflows and implementation structures.
・Contribute to a broad range of investment-related projects, initiatives, and operational activities.
必要経験
Experience
・Approximately 10+ years of experience in the financial services industry.
・Experience within asset management firms, banks, insurance companies, securities firms, or other financial institutions.
・Experience in equity, fixed income, multi-asset, or related investment functions.
・Experience delivering investment reports to existing clients and supporting new business development through strategy presentations and proposal preparation.

Competencies
・Collaborative team player with strong stakeholder management and relationship-building skills.
・Strong communication and interpersonal skills, with the ability to work effectively across functions and regions.
・Ability to partner closely with internal teams and overseas investment professionals in a dynamic environment.
・Proactive in developing industry knowledge, market awareness, and relevant skills.
・Positive and adaptable mindset in periods of significant change.

Language and Technical Skills
・Excellent business communication skills in both Japanese and English.
・Ability to communicate regularly and effectively with overseas investment teams.
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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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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