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  • 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)
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年収
こだわり条件
ワークライフバランス良好
キャリアレベル
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94件中 / 1~10件を表示

  • 企業名
    社名非公開:有力外資金融機関
    仕事内容
    Global Fund Services are an organization within Global Client Servicing Pillar of Service Delivery. The team’s primary function is to provide support for Japanese clients investing into global, or cross-border, funds mainly but not limitedly domiciled in Cayman Islands, for which we provides full services. The targeted clienteles are sophisticated institutional investors who adopt multi-manager strategies for their proprietary investments and large asset managers who gather assets through offshore pooled investment vehicle in order to achieve investment and operational excellence.
    The Client Service Senior Representative oversees the fund accounting and administration, transfer agency, and custody activities, of several large, complex funds and/or a group of funds. The position ensures the firm's clients receive accurate and timely data and serves as a point of contact for client daily inquiries. The Client Service Senior Representative reports primarily to one of the Supervisors in Global Fund Services.

    Client Servicing
    ・Field and respond to client inquiries on a daily basis.
    ・Exhibit a sound understanding of our products and services.
    ・Work effectively with internal departments to prioritize client requests, deliverables and issue resolution.
    ・Build good relationship with client’s day-to-day counterparts.
    ・Introduce and familiarize clients with new technology, automation tools and products.

    Risk and Control
    ・Participate in projects including the coordination of audits and risk reviews.

    Leadership
    ・Assist senior team members in the preparation and implementation of client conversions or projects.

    Technology and Innovation
    ・Utilize relevant internal systems to effectively support daily client servicing deliverables and inquiries.
    想定年収
    別途ご案内致します
  • 企業名
    社名非公開:有力外資金融機関
    仕事内容
    The Client Service Senior Representative, Fund Accounting oversees the mutual fund accounting activities of several large, complex funds and/or a group of funds. The position ensures the firm's clients receive accurate and timely data and serves as a point of escalation for complex client issues.

    RESPONSIBILITIES:
    Client Servicing and Inquiry Response
    ・Proactively respond to client inquiries on a daily basis.
    ・Work effectively with internal departments to prioritize client requests, deliverables and issue resolution.

    Fund Accounting
    ・Maintain complete accounting records of commingled asset portfolios.
    ・Complete non straight through processing items requiring research and/or client contact, ensuring transactions are processed correctly.
    ・Analyze the processing of security and cash transactions for quality and escalate discrepancies based upon predetermined tolerances.
    ・Perform review and reconciliation of daily transactions, ensuring accurate calculation of Net Asset Value.
    ・Ensure daily, accurate, and timely valuation of all assets within assigned portfolios.
    ・Prepare and reconcile monthly accounting proof packages.
    ・Participate in projects including the coordination of audits and risk reviews.
    ・Assist senior team members in the preparation and implementation of client conversions.
    ・Introduce and familiarize clients with new technology, automation tools and products.

    Technology/ Productivity/ Innovation
    ・Effectively utilize our internal systems to support daily client servicing deliverables.
    ・Utilize relevant internal technology solutions to effectively manage client inquiries.
    ・Ensure any accounting related issues or breaks are reviewed and resolved daily.
    想定年収
    別途ご案内致します
  • 企業名
    社名非公開:経営・業務・ITコンサルティング
    仕事内容
    ・クライアント企業の新規事業企画、開発支援
    ・ハンズオン型での新規事業立上、経営支援
    ・産官学連携等のオープンイノベーション実行支援
    ・先端技術等を活用した自社発新規サービスの開発
    想定年収
    750万~900万円
  • 企業名
    社名非公開:大手損保グループのアセットマネジメント会社
    仕事内容
    ・人事制度の運営、考課
    ・人材育成、各種研修制度
    ・採用活動(新卒・中途採用・障がい者採用)
    ・要員、機構
    ・給与関連業務、福利厚生
    ・労務管理
    ・人事・給与・勤怠管理システムの統括、運営
    ・各種規則の統括・運営
    ・働き方改革(時間及び場所)
    ・BCP、内部統制
    ・総務全般、レクリエーション
    想定年収
    目安:300万~500万円
  • 企業名
    社名非公開:大手損保グループのアセットマネジメント会社
    仕事内容
    (1)内外規制対応(売買管理、デリバティブ規制、信用リスク分散規制等)
    (2)運用ガイドライン遵守状況のチェック実施、リスク量の測定
    (3)パフォーマンス評価(パフォーマンス計測、要因分析)
    (4)GIPS準拠業務(グローバル投資基準に基づく管理、レポート作成)
    (5)各種システム、データベースの保守、管理、改善の実施。

    チームリーダーの指示のもと、上記の業務に関する資料作成、作業を実施する。
    想定年収
    目安:500万~800万円
  • 企業名
    社名非公開:大手損保グループのアセットマネジメント会社
    仕事内容
    ・合弁会社外国債券商品のプロダクトマネージャー業務(運用報告書作成、運用報告)
    ・新商品開発および営業サポート(商品案内作成、プレゼンテーション)
    想定年収
    目安:500万~900万円(経験や能力を勘案して決定)
  • 企業名
    社名非公開:大手損保グループのアセットマネジメント会社
    仕事内容
    グローバルにプライベートエクイティファンド投資を行うチームの一員として、新規に投資するファンドの精査、既保有ファンドの管理、報告書・マーケティング・その他資料の作成、顧客への報告、マーケティングを行う。
    想定年収
    目安:500万~800万円
  • 企業名
    社名非公開:世界有数の資産運用会社の日本拠点
    仕事内容
    Responsibilities:
    We are a client-focused and research-driven investment management firm and the department is dedicated to building and servicing an institutional client base in Japan, covering public and corporate pension clients as well as financial institutions. Within the department, Client Relations Associates are supposed to work in a team environment, comprised of Advisors, Client Services Manager and other Associates, dedicated to client servicing and prospecting efforts.
    The Associate coordinates all of client servicing activities and provides the central point of reference for internal and external contacts associated with a client relationship. Associates are in constant communication with various internal departments to ensure client expectations are met or exceeded.
    This includes building effective and trusted relationships first and foremost with their partnering Advisor (s), but also with portfolio management, operations and client reporting, legal and compliance, among others.
    Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:
     account management including new account opening/closing, guideline management,
     timely and accurate client reporting,
     client servicing and prospecting materials such as presentations and correspondence,
     coordination of business development activities including RFPs,
     collaboration with colleagues in other departments and overseas to successfully resolve client issues,
     maintenance of client files and databases.
    Associates are expected to be fully trained and competent in dealing directly with clients, consultants and prospecting relationships in a knowledgeable and professional manner. They will be provided additional responsibility as they progress within the role, which includes management responsibility within client servicing team from the perspectives of people management as well as the department and firm-wide projects/initiatives.
    This position reports to the Head of Client Service in Tokyo.
    想定年収
    別途ご案内致します
  • 企業名
    社名非公開:幅広いアドバイザリーサービスを提供している監査法人
    仕事内容
    ・CSR(企業の社会的責任)推進支援
    ・CSR目標の策定、KPI策定(中期経営計画との融合指標)
    ・CSR活動計画の立案
    ・SRI対応支援
    ・人権リスクDD など
    ・CSR報告の開示支援
    ・他社開示事例調査
    ・CSR報告の企画立案
    ・プロジェクト管理
    想定年収
    500万~1000万円
  • 企業名
    社名非公開:日系大手フィナンシャル・グループの信託銀行部門
    仕事内容
    経営企画部主計Gにおける会計・税務関連業務(会計:決算業務、関係各部との折衝等、税務:税務申告、国税対応等)。
    想定年収
    別途ご案内致します
チェックをした求人数:0

94件中 / 1~10件を表示