投信投資顧問、2000万以上の転職求人

●ROLE DESCRIPTION AND PURPOSE
The Head of Client Account Management, Japan, will serve both as the Client Account Manager for the existing Clients and as the team leader for the local Client Account Management team.
Client Account Managers play a key role within the Global Client Group at Our Company. Working in close tandem with Client Relationship Managers, their principal objective is to deliver an outstanding Client experience, build trust and deepen our relationship with the Clients, drawing upon expertise from within the entire Firm to provide the highest standard of service.
※This role is responsible for Japanese Clients.

Client Service
o Establishes and maintains high quality, long-term, ‘trusted advisor’ relationships with Clients, allowing for both formal and informal interactions and ensuring that we always understand the actual Client experience, and actual Client intentions and proactively manage any risks to the relationship. Ensures service delivery in line with our contractual commitments, regulatory and fiduciary obligations.
o Client Query Management
Acts as a preferred point of contact for all Client queries received through various channels (emails, calls, notifications
from Client Relationship Managers), takes ownership and ensures adequate answers within agreed timeframes.
Handles incidents and complaints in line with agreed procedure. Coordinates prompt investigation of root causes,
resolution, and corrective measures with relevant local and global stakeholders. Provides regular and comprehensive
updates to Client Relationship Managers.
Maintains accurate and complete record of the Client Service requests and complaints in the CRM tool.
o Reporting
Ensures timely and accurate delivery of reporting commitments to the Clients, including Client reports, fund reports, and other updates as agreed upon, in collaboration with reporting teams and other relevant teams. This task may encompass report preparation and/or accuracy checks of reporting data and comments.
o Client Lifecycle Management
On-boards new accounts, coordinate account and fund changes and closing in collaboration with the corresponding
centres of expertise and other internal and external stakeholders.
o Fund Lifecycle Management
Performs duties associated with contract change, terminations, and regulatory changes from the Investment Trust
Association.

Team Leadership
（Please contact us for details.）
Continuous Improvement and Project Management
（Please contact us for details.）
Operational Risk Management
（Please contact us for details.）
Operational Risk Management
（Please contact us for details.）
Financial Security
（Please contact us for details.）

Singapore based investment manager is seeking an Investment Analyst to join its team that manages investor capital in mainly Japanese public equities through activism/ engagement strategy.
You will serve to support the team on the investment strategy: assisting with research on investments, analysis of businesses of portfolio companies, engagement campaigns, firm marketing, and contributing to the overall enhancement of the team.

●Responsibilities:
Scope of work include but not limited to company visits/ meetings, presentations/ letters to portfolio companies, firm marketing, investor reporting, industry research, financial analysis and valuation
This will include intense financial analysis, deep-dive industry research and analysis/ development of outside-in strategic plans to improve company’s firm values
You will also support development and execution of engagement campaigns
You will be required to review Japanese language primary information such as company reports and filings, newspaper articles and reports.
The engagement activities and investor communication side of the role involves a healthy amount of writing, and the ideal candidate should possess excellent writing skills both in Japanese and English.
You may be requested to travel on short notice and work off-site several times a year

主な職務
当社運用戦略（マルチアセット）のポートフォリオの運用管理
定量分析およびソリューション考案
当社運用戦略のプレゼン資料作成及び顧客向けプレゼンテーション
新規マンデート獲得に向けた営業支援・推進
マクロ分析および市場分析
海外の運用チームおよびリスク管理チームとの連携
運用報告書、月次レポート、四半期報告書など各種レポートの作成

Responsibilities:
Collaboration and information collection with overseas investment teams
Presentation support to clients, creation of investment reports and of questionaries on the
RFP
Fund due diligence on the investment trust the company deal with
Management support on investment decision-making, adjustment with other departments
and operations on the investment

【投資の経緯】
投資業務においては、これまで50件以上の投資を実行しており、マジョリティー投資からスタートアップのマイノリティー投資まで幅広く手掛けています。
2022年4月以降、AIスタートアップなど5件の投資を実行しており、既にマジョリティーのバリューアップ投資についても複数検討を進めています。

【業務概要】
・M&A/投資プロフェッショナルとして、投資の全領域の業務に関わっていただきます。
・将来的にファンド組成を計画しており、その新規の立ち上げから関わって頂けます。

【業務例】
・投資の検討、実行、バリューアップ、エグジットに関する一連。具体的には、財務モデリング、ストラクチャリング、契約交渉、投資先の経営支援・モニタリングなど。
・他に希望されれば、クライアントへのCFO、COO、CSO、CIO支援（財務・IR戦略、経営企画、事業計画、投資戦略）及びM＆A執行支援　など

【キャリアの魅力】
スタートアップ投資に関しましても、希望されましたら、単独でソーシング〜バリューアップまで、一気通貫対応OKとなりました。
つまり、自ら投資先を選定し、投資後にバリューアップ担当として、CxOなどの立場でジョインが可能です。

リテール営業部でシニア・セールス及びジュニア・セールスを採用予定です。国内公募投信の販売会社や投資信託委託会社に対して、主に国内公募投信に関する新規戦略の提案、既存商品のプロモーションに関連した営業業務を行って頂きたいと考えております。

Responsibilities:

新規戦略の販売会社への提案、顧客リレーションの構築・強化
新規戦略の企画
既存戦略のプロモーション

Summary:
We are planning to hire senior sales and junior sales in the retail sales department. We would like you to conduct sales operations related to the promotion of existing products, mainly to the sales companies of domestic publicly offered investment trusts and investment trust management companies.

Responsibilities:

Proposal of new strategies to sales companies, construction and strengthening of customer relationships
Planning of new strategies
Promote existing strategies