外資系運用会社におけるEquity Investment(Analyst)の求人
求人ID:1372421
更新日:2024/11/28
転職求人情報
職種
Equity Investment
ポジション
Investment Analyst
年収イメージ
年収イメージ:1200万円〜2000万円以上(経験・能力を考慮の上当社規定により決定)
仕事内容
As a member of the Equity Investment Department, he/she contributes to high investment performance by gaining high credibility within clients, the firm and Equity Investment Department, improving fund performance with high professionalism and acquiring advanced knowledge/building ideas.
●J-REIT Trader and Analyst
・Conduct one-on-one meetings with Asset Management to conduct appropriate analysis, including the creation of fundamental models.
・Provide timely information on Asset Management’s financial results and news flow, conduct research related to new issues, research REIT market trends and real estate market conditions, and provide timely and appropriate investment advice to Fund Managers and contribute to the improvement of fund performance.
・Prepare reports on J-REIT Investment (fund reports: performance reports (monthly, quarterly, annual))
●J-REIT investment process implementation
・Execute trading and support J-REIT investment
・Create and update valuation models and fundamental analysis models based on dividend yields and P/NAV ratios
・Communicate with brokers to execute trades at the best price in a fast and efficient manner
・As a trader, manage cash positions, aggregate daily trades, enter financial results data etc.
・As a sub J-REIT Fund Manager, assist in investment decisions, order placement, cash position management, portfolio management, proper exercise of voting rights and appropriate handling of any problems that may arise in the process of reporting to clients
●Assist Discretionary Account (passive fund) Manager
・Proper use of risk management tools to manage tracking errors and create positions for re-balancing
・Monitor the impact of cash flows on funds and corporate actions and take appropriate action as needed when such events occur
Actively contribute to the enhancement of team activities, operational efficiency and the improvement of operational capabilities as a team (active participation in investment dialogue, optimization of the use of investment order tools and systems and participation in optimization projects etc.)
Execution and support of all trading activities of Equity Investment Department.
●J-REIT Trader and Analyst
・Conduct one-on-one meetings with Asset Management to conduct appropriate analysis, including the creation of fundamental models.
・Provide timely information on Asset Management’s financial results and news flow, conduct research related to new issues, research REIT market trends and real estate market conditions, and provide timely and appropriate investment advice to Fund Managers and contribute to the improvement of fund performance.
・Prepare reports on J-REIT Investment (fund reports: performance reports (monthly, quarterly, annual))
●J-REIT investment process implementation
・Execute trading and support J-REIT investment
・Create and update valuation models and fundamental analysis models based on dividend yields and P/NAV ratios
・Communicate with brokers to execute trades at the best price in a fast and efficient manner
・As a trader, manage cash positions, aggregate daily trades, enter financial results data etc.
・As a sub J-REIT Fund Manager, assist in investment decisions, order placement, cash position management, portfolio management, proper exercise of voting rights and appropriate handling of any problems that may arise in the process of reporting to clients
●Assist Discretionary Account (passive fund) Manager
・Proper use of risk management tools to manage tracking errors and create positions for re-balancing
・Monitor the impact of cash flows on funds and corporate actions and take appropriate action as needed when such events occur
Actively contribute to the enhancement of team activities, operational efficiency and the improvement of operational capabilities as a team (active participation in investment dialogue, optimization of the use of investment order tools and systems and participation in optimization projects etc.)
Execution and support of all trading activities of Equity Investment Department.
必要スキル
●Your Required Skills:
・2 to 5 years of investment management related experience in a financial institution
Fund management skills for active returns through analysis of the J-REIT market using valuation models and fundamental analysis
・Experience in micro and macro research as a J-REIT, Corporate Analyst (Equity, Credit), Economist, etc.
・Highly interested in and oriented towards research work, investment management, and domestic and international financial markets in general
・Ability to build good relationships with clients
・Experience in running performance reporting meetings, etc.
・Ability to prepare high quality reports
・Communication skills (collaboration and cooperation with clients, internally and within the department)
・Presentation skills
・Excellent teamwork mindset and attitude with mutual respect (incl. both sides, alignment for business success)
・Positive attitude to engage in quality investment dialogue (both qualitative and quantitative, commitment to constructive discussion for quality perspectives and decisions)
・PC skills (e.g., macros)
●Your Desired Skills:
・Trading experience is preferred (orders, cash management, portfolio management etc.)
・English skills (business level)
・CMA
・2 to 5 years of investment management related experience in a financial institution
Fund management skills for active returns through analysis of the J-REIT market using valuation models and fundamental analysis
・Experience in micro and macro research as a J-REIT, Corporate Analyst (Equity, Credit), Economist, etc.
・Highly interested in and oriented towards research work, investment management, and domestic and international financial markets in general
・Ability to build good relationships with clients
・Experience in running performance reporting meetings, etc.
・Ability to prepare high quality reports
・Communication skills (collaboration and cooperation with clients, internally and within the department)
・Presentation skills
・Excellent teamwork mindset and attitude with mutual respect (incl. both sides, alignment for business success)
・Positive attitude to engage in quality investment dialogue (both qualitative and quantitative, commitment to constructive discussion for quality perspectives and decisions)
・PC skills (e.g., macros)
●Your Desired Skills:
・Trading experience is preferred (orders, cash management, portfolio management etc.)
・English skills (business level)
・CMA
就業場所
就業形態
正社員
企業名
大手運用会社
企業概要
法人および個人のお客様に幅広い金融商品とサービスを提供しています。
企業PR
業務カテゴリ
組織カテゴリ
備考
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