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外資系アセマネ会社でのFund platformの求人

求人ID:1358086

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転職求人情報

職種

Fund platform

ポジション

担当者〜

おすすめ年齢

20代
30代
40代
50代以上

年収イメージ

1,200万円〜1,800万円

仕事内容

KEY RESPONSIBILITY

Gate keeper role / Fiduciaries duties
1. Manage local portfolios (public / private placement funds, separate accounts) including exposure adjustment following inflow/outflow, cash management, FX hedging (spot & forward), purchase/sell of funds within multi-fund structure, etc.
2. Monitor the investment guidelines and risk levels of local portfolios, and take actions when necessary in liaison with the relevant teams (e.g. delegated investment manager, Investment Risk, Investment Operations).
3. Perform an on-going oversight of local portfolios (including performance) and conduct periodic due diligences on delegated managers (internal / external)
4. Execute FX trades (sport & forwards)

ROLE DESCRIPTION AND PURPOSE
As a member of the Fund Platform of the company in Japan, this role mainly acts as a gate keeper for locally domiciled funds and mandates (without making pure investment decisions).
It notably covers fiduciary duties such as cash management, FX hedging whenever required (including spot & forward trade execution), guidelines monitoring, oversight of delegated investment managers
(via periodic due diligence and on-going discussions with investment teams), etc. It includes as well collaborating with other depatments (in Tokyo or globally) to assist with any operational issues linked to investment activities (post trade).
In addition, this role is expected to support business development and servicing of existing clients on investment related matters (be it by contributing to market and investment portfolio comments in Japanese, attending to quarterly review meeting, providing investment views externally, participating to RFP/Due diligence, etc).
The company (Japan) has currently 4.5 b of Assets under Distribution o/w 60% locally ""managed"" via local Investment Trusts or Discretionnary accounts. The objective would be to double
those assets in the mid-term, by focusing the company’s strategy on Wholesales distribution via sub-advisory model, as well as Financial Institutions & Public pensions. In a small structure likes ours (36 FTE), the contribution from Japan Fund Platform would be instrumental to support such growth ambitions and be the voice of Investment in Japan, both internally and externally.

必要スキル

ESSENTIAL QUALIFICATIONS & EXPERIENCE
At least 5 years experience in Asset Management or financial industry, covering the operational aspects of investment activities and / or investment support to Sales
Experience in portfolio management or trading would be a plus
Proficiency in English (spoken & written) is a must

就業場所

就業形態

企業名

外資系投信投資顧問会社

企業概要

外資系投信投資顧問会社

企業PR

業務カテゴリ

組織カテゴリ

備考

関連キーワード

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