条件絞り込みによる転職・中途採用求人情報｜金融転職・コンサルタント転職のアンテロープ

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Relationship Manager

企業名

社名非公開：米国NASDAQ株式市場の上場企業の日本法人

仕事内容

•Build, develop, and maintain strong relationships with partners and/or high-net-worth customers by understanding their situation, financial aspirations and needs;
•Act as the first touchpoint for segmented clients of the our, providing them with the best experience possible;
•Support our ongoing partner/client lifecycle management program through regular upkeep of partner/client information, purpose led interactions and timely responses to their queries;
•Provide accurate and complete partner/customer information to ensure efficient management of partner/client interactions;
•Proactively contact partners and/or customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities;
•Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services

Sales process, planning, execution

• Actively leverages sales process to increase conversion rate, decrease sales cycle, and improve deal win rate
• Maintains an accurate pipeline and funnel with high integrity
• Maintains a set of personal goals and metrics, tracking progress against those
• Maintains a calendar blocking, scheduling time to maximize productivity and effectiveness

想定年収

700万～1000万円

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ファンド管理事務

企業名

社名非公開：日本、アジアを拠点とするベンチャーキャピタル

仕事内容

ファンド管理業務担当者として、当社の国内ファンド３つの管理～運営をメインに担う。
ファンド管理業務管理者と連携し業務を遂行する。
また、事務的な対応だけでなく外部アドミや投資家との業務的な指示やサポートも発生するため、コミュニケーションをとりながら業務を進めることが求められる。

（業務例）
・外部アドミとの連携
　∟財務レポートのレビュー/キャピタルコール/投資や経費支払などの指示等
・契約書類作成
　∟法律事務所への必要事項の問い合わせ/社内フィードバック/財務局届出書類/報告書作成及び提出等
・投資家サポート
　∟出資契約の書類手続きや問い合わせ対応
・監査対応
　∟必要書類の整理及び保管/株主総会等の適宜必要議事録作成
・四半期レポート作成
　∟投資先のアップデート確認や投資担当者の進捗確認/アドミとのコミュニケーション/提出レポートの体裁構築

想定年収

700万円～

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Media Relations/Client Event

企業名

社名非公開：独立系資産運用会社

仕事内容

- Our East Asia marketing team supports rapid growth of our business. The goal of the team is to strengthen the presence and credibility of the firm in the region (Japan and Korea) aligned with global initiatives.
- This role is responsible for leading the effort to showcase our investment capabilities as well as attractive investment opportunities through media relations, client events (both in-person and on-line) and thought leadership (translating content from investment professionals, developing content locally). The topics are quite diverse from Equity (global/Japanese), Fixed Income, Private Asset, Multi-Asset to ESG

[Media Relations] (40%)
• Build strong relationship with media. Seek impactful publicity and exposure on influential media to introduce our investment capabilities and strengthen our brand closely working with investment professionals as well as Head of East Asia.
• Lead and develop advertisements for influential media to showcase investment strategies manages and ESG capability.

[Client events] (40%)
• Plan and organize on-site/off-site events for existing investors/prospects to showcase investment opportunities our company offers collaborating with local client coverage team and investment professionals.

[Thought Leadership] (20%)
• Support to create thought leadership content which covers topics across Equity, Fixed Income, Private Asset and ESG Investing, and translate English content into Japanese, vice versa.

想定年収

別途ご案内致します

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Client Service Team Leader

企業名

社名非公開：有力外資金融機関

仕事内容

Global Fund Services is a part of client servicing team located in Tokyo, Boston and Krakow. Its primary role is to ensure high quality fund services are catered to offshore funds sold into Japan by liaising sponsors/promoters in Japan and our product teams located globally. Client Servicing Team Leader (TL) directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual is responsible for managing up to 3-5 account managers assigned.

RESPONSIBILITIES:
Control and Risk Management
・Oversee the day to day activities of direct reports.
・Ensure all client documentations are appropriately filed and kept current.
・Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
・Review and discuss issues requiring escalation with Senior Management on regular basis.
・Interpret, review and revise guidelines and policies to enhance team effectiveness.
・Manage controls efficiently to alleviate any areas of potential risk.

Client Servicing and Inquiry Response
・Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups (Operations, etc.).
・Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables.
・Establish appropriate contacts within client organizations and internal departments.
・Work closely with Client Service Managers and Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
・Build overall credibility and foster trust with assigned clients.

Leadership and Staff Supervision
・Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths
・Participate in the interview and selection process for job applicants.
・Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
・Participate in inter departmental and cross Line of Business Project teams.
・Complete and oversee the completion of our annual performance review process.
・Provide ongoing feedback and coaching to staff to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.
・Assist in managing team expenses.

Technology / Productivity/ Innovation
・Review and stream line functional tasks for maximum efficiency.
・Realize team efficiencies through increased automation and organize workflows.
・Lead and assist in implementing the coordination of new business and product implementations and conversions.

想定年収

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Institutional Sales, Associate to VP level

企業名

社名非公開：独立系資産運用会社

仕事内容

・新規運用戦略のマーケティング
・新規戦略の提案
・顧客リレーションの構築・強化
・既存戦略の運用報告／プロモーション

想定年収

1000万円～

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全体の約73％が非公開求人です。

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Retail Sales

企業名

社名非公開：独立系資産運用会社

仕事内容

・新規戦略の企画
・新規戦略の販売会社及び投資信託委託会社への提案、顧客リレーションの構築・強化
・既存戦略のプロモーション

想定年収

1000万円～

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ファンドシニアアカウンタント

企業名

社名非公開：世代の社会インフラを創造し、社会課題を解決するプロフェッショナルファーム

仕事内容

・私募オープンエンドファンドの海外・国内ビークル（IFRS・JGAAP）の仕訳管理、月次・四半期・年次決算業務、及び監査対応
・各種ファンド予算管理（分配予想、 CF Projection、運営予算等）
・SPC会計業務を委託している外部会計事務所との連携、品質管理およびモニタリング
・海外・国内投資家レポーティング
・オペレーション業務ラインとの連携および会計分野のサポート

想定年収

経験に応じて柔軟に検討可

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年金営業

企業名

社名非公開：独立系資産運用会社

仕事内容

・新規運用戦略のマーケティング
・新規戦略の提案
・顧客リレーションの構築・強化
・既存戦略のプロモーション

想定年収

別途ご案内致します

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Investment Operations Implementation and Support Analyst

企業名

社名非公開：有力外資金融機関

仕事内容

RESPONSIBILITIES:

Client Service:
Demonstrate superior client service and relationship management skills; Escalate issues as appropriate; Support and respond to client inquiries/problems.
Dedicated support contact for local clients inclusive of training, inquiry resolution, market updates and relationship excellence meetings.
Manage day to day inquires across Investment Operations’ client base with special attention to those originating from locally domiciled clients. This is including but not limited to new user requests, system failures, market practice inquires and product issues.
Will have frequent interaction with members of other user groups within the Investment Operations Business Unit, Investor Services, Systems, and business units outside Investor Services. Will have extensive, direct contact with clients.

Problem Solving:
Assist in the development of case studies to communicate to division, sales representatives, and other clients how BBH’s products solve client workflow issues.

AML Compliance:
Managing sensitive client information resulting from AML and OFAC message scanning.Preliminary understanding of firm's KYC procedures and documentation requirements.

Product Advocacy:
Actively engage in the product development and release process.Help to shape product design by representing the end user support strategy as an ICS product advocate, with specific regard to regional requirements

Business Analysis:
Compose business requirement documents, use cases, issue logs, project status documents, scope change documents, mapping specifications, test plans and test cases.Ensure current and accurate documentation of the solution is maintained.
Create/Maintain support documentation for the client and internal support teams.With specific focus and ownership of local language documentation and materials.
Responsible for determining how changing business needs will affect the system and client.Describe the business need and potential solution in terms that both business and technical teams can understand.Review and approve all technical documentation related to the approved solution.

Project Management:
Perform project management activities on assigned projects and tasks to ensure projects stay on budget and are completed within agreed upon timeframes.Conduct budget reviews and escalate budget and/or change of scope variances as appropriate.
Manage expectations of Stakeholders: External Clients and Internal Systems/Business teams to achieve a mutually beneficial result on all projects

Problem Solving:
Assist in the development of case studies to communicate to division, sales representatives, and other clients how BBH’s products solve client workflow issues.

想定年収

別途ご案内致します

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アセットマネジメント（アナリスト/アソシエイト）

企業名

社名非公開：世界トップクラスのプライベートエクイティファンド

仕事内容

・投資対象案件分析、データ収集
・評価（バリュエーション）/モデリング
・エグゼキューション支援
・投資委員会向け資料作成
・投資委員会でのプレゼンテーションサポート
・外部のAM会社等のマネジメント

想定年収

1000万～1500万円

この求人の詳細情報を見る
全体の約73％が非公開求人です。

非公開求人のご案内を希望される方は、下のボタンから「無料登録・転職相談」のご登録をお願いいたします。

金融転職、コンサルタント転職、CxO転職はアンテロープへお任せ下さい。

履歴書・職務経歴書をお持ちの方

簡単登録（登録目安時間1分）

履歴書・職務経歴書をお持ちでない方

通常登録（登録目安時間3分）

※スマートフォンからはこちらがおすすめです。