外資系大手生命保険のInvestments / Alternative Investments team, Analyst /Senior Analystの求人
求人ID:1380909
更新日:2025/01/17
転職求人情報
職種
Investments / Alternative Investments team
ポジション
Analyst /Senior Analyst
年収イメージ
応相談(経験・能力を考慮の上当社規定により決定)
仕事内容
Job Description:
Responsibilities:
Private Equity and Real estate fund deal execution including fund/asset assessment, creation of Investment recommendation memo and its presentations as well as relevant paper works including legal documentations and accounting considerations for deal closing.
Monitoring activity also includes quarterly self-assessment for each underlying portfolios in line with FSA guideline.
Sourcing new investment opportunities in consideration of market opportunities, particularly in Japan, the company’s liability product matching and in coordination with global in-house teams.
Day-to-day close coordination with both internal and external Fund Managers, global in-house Investment colleagues as well as internal and external counterparties including tax, legal, risk, accounting, operation teams and auditors for deal execution and asset monitoring activities.
Responsibilities:
Private Equity and Real estate fund deal execution including fund/asset assessment, creation of Investment recommendation memo and its presentations as well as relevant paper works including legal documentations and accounting considerations for deal closing.
Monitoring activity also includes quarterly self-assessment for each underlying portfolios in line with FSA guideline.
Sourcing new investment opportunities in consideration of market opportunities, particularly in Japan, the company’s liability product matching and in coordination with global in-house teams.
Day-to-day close coordination with both internal and external Fund Managers, global in-house Investment colleagues as well as internal and external counterparties including tax, legal, risk, accounting, operation teams and auditors for deal execution and asset monitoring activities.
必要スキル
Experience:
5 years + experience in financial industry.
Basic experience in Investments (public or private) and/or Investment related functions including risk, finance or operation for either balance sheet or 3rd party money preferred but not mandatory, person with potential capability to pick up this area would be positively considered as eligible
Skills:
Basic knowledge of Investments, financial accounting and/or investment operations
PowerPoint, Word, Excel skills required to create Investment presentation memos
Accurate in numbers
Good communication skill
Preferable:
Basic Industry (Alternatives Investment) knowledge preferred but not mandatory, rather, the person with an interest and challenging spirit in this area should fit.
Qualifications:
Japanese or global CFA, CMA and/or CPA holder or willing to take preferred but not mandatory
Language:
Japanese: Native English: Business level (who can correspond well with various overseas functions including fund managers, global team members, global functional partners to conduct due diligence and portfolio monitoring, eventually expecting this person to write up Investment memo in English and be able to close the transaction with English documents).
The person does not necessarily have to be fluent, rather, willing to speak and understand counterparty in English would be a fit.
Personality:
Outgoing personality who can proactively create new relationships that can eventually lead to investment opportunities (Social person as a must attribute)
Cooperative personality who respects team and their works (team player as a must attribute)
Other than pursuing deal transactions (front function) as a main responsibility, person who is also willing to and can dedicate his/her time in operational and administrative works in liaison with back/middle office functions.
Hard working nature with a balance who can conclude one’s responsibility including deal executions under tight schedule but also has a flexibility to seek for the alternatives way in such cases like unexpected market turnaround or regulatory constraints.
Person who has the capability to find amicable solution over the issues by him/herself, if arose, in cooperation with relevant teams.
Proactive personality willing to explore new idea or areas and the way to process efficiency
5 years + experience in financial industry.
Basic experience in Investments (public or private) and/or Investment related functions including risk, finance or operation for either balance sheet or 3rd party money preferred but not mandatory, person with potential capability to pick up this area would be positively considered as eligible
Skills:
Basic knowledge of Investments, financial accounting and/or investment operations
PowerPoint, Word, Excel skills required to create Investment presentation memos
Accurate in numbers
Good communication skill
Preferable:
Basic Industry (Alternatives Investment) knowledge preferred but not mandatory, rather, the person with an interest and challenging spirit in this area should fit.
Qualifications:
Japanese or global CFA, CMA and/or CPA holder or willing to take preferred but not mandatory
Language:
Japanese: Native English: Business level (who can correspond well with various overseas functions including fund managers, global team members, global functional partners to conduct due diligence and portfolio monitoring, eventually expecting this person to write up Investment memo in English and be able to close the transaction with English documents).
The person does not necessarily have to be fluent, rather, willing to speak and understand counterparty in English would be a fit.
Personality:
Outgoing personality who can proactively create new relationships that can eventually lead to investment opportunities (Social person as a must attribute)
Cooperative personality who respects team and their works (team player as a must attribute)
Other than pursuing deal transactions (front function) as a main responsibility, person who is also willing to and can dedicate his/her time in operational and administrative works in liaison with back/middle office functions.
Hard working nature with a balance who can conclude one’s responsibility including deal executions under tight schedule but also has a flexibility to seek for the alternatives way in such cases like unexpected market turnaround or regulatory constraints.
Person who has the capability to find amicable solution over the issues by him/herself, if arose, in cooperation with relevant teams.
Proactive personality willing to explore new idea or areas and the way to process efficiency
就業場所
就業形態
正社員
企業名
米系保険会社
企業概要
米系保険会社
企業PR
業務カテゴリ
組織カテゴリ
備考
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