このポジションはすでに募集を終了しております。
現在募集中のポジションにつきましては、転職支援サービスにご登録の上、担当コンサルタントまでお問い合わせください。
- 仕事内容
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Primarily works independently to manage written client/intermediary requests for proposals (RFPs), requests for information (RFIs), due diligence questionnaire (DDQs), client reporting. Provides quantitative and qualitative information about the companies investment strategies to intermediaries, clients and prospects. Identifies opportunities to improve contents for use globally, streamline processes and may participate in and lead RFP and departmental projects.
・Prepares and reviews responses to RFPs, RFIs and DDQs.
・Coordinates and responds to complex RFPs, RFIs and DDQs
・Creates and develops written content to describe our investment philosophy and process across our strategies and accountable for ensuring responses are accurate, timely and appropriate
・Utilizes our internal databases of approved information and language and coordinates closely with the team's global content manager to enhance and ensure optimal information for use across RFPs, RFIs and DDQs
・Monitors in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed
・Partners with Sales teams, Investment Specialists Legal and Compliance, and other internal groups to formalize strategy on response to complex requests
・Partners with team member to finalize client reporting
•Interprets information and statistical data.
・Gathers complex statistical data and information relating to investment strategies from databases and internal systems
・Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed
・Effectively prioritizes client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry
・Provides direction and feed back to other associates and assists them in completing their assignments. May review RFPs/RFIs/client reports for others on the team, as needed.
・Serves as the subject matter expert to the business for RFP/RFI/DDQ/client reporting related information.
・Performs additional responsibilities as assigned. - 必要経験
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・Demonstrates an in-depth knowledge of investment strategies and general portfolio statistics and ability to analyze data and information
・Demonstrates in-depth knowledge of industry tools and applications
・Demonstrates strong computer skills (Word, Excel and PowerPoint)
・Demonstrates excellent writing skills and command of grammar in Japanese
・Demonstrates intermediate communication skill in English.
・Demonstrates strong attention to detail and organizational skills as well as ability to work independently and as part of a team. - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京
- 企業名
- 社名非公開 : 米国独立系投資顧問
- 企業の特徴
- 創業以来、徹底した調査活動、確信度の高いポーフォリオの構築、説明責任の徹底を厳格に堅持することで、顧客に運用実績を提供することに総力を結集する運用会社。米国で最も伝統が有り規模の大きな運用会社の一つに数えられている。
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- 上記企業との契約内容により、企業名を非公開とさせていただいております。
