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| 部署・役職名 | Associate Director, Subadvisory Distribution, Japan |
|---|---|
| 職種 | |
| 業種 | |
| 勤務地 | |
| 仕事内容 |
The position particularly supports existing and future retail subadvisory relationships. This individual will also support the New York－based relationship management department and other members of our teams. Primary responsibilities are providing support to local Portfolio Specialists in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from fund sponsors and distributors regarding mutual funds. Major Responsibilities: • Assist with preparation for client meetings, reporting and conference calls. o Gathering portfolio data and information. o Completing custom client reports. o Completing client questionnaires. • Assist team with responding to ad－hoc questions and requests, including operational matters related to clients’ accounts. • Assist developing and updating presentation materials and relevant databases. Visit clients together with other members as required. • Maintain and record all activities into within CRM, Salesforce. • Translate and update presentations and collateral marketing materials. • Liaise with teams in New York and other global offices in efforts to respond to clients’ needs/inquiries. |
| 応募資格 |
【必須（MUST）】 • Must be able to speak, read and write English and Japanese with fluency.• Bachelor’s degree from an accredited college （MBA, CFA, or progress towards one is a plus）. • 3－5 years of related experience required. • Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. • Skilled use of Excel, Word, and PowerPoint. • Excellent communication and writing skills in both English and Japanese. • Must be able and willing to work in a team－oriented environment from a satellite location. 【歓迎（WANT）】 • Knowledge of real estate and REITs, broad market equities, listed infrastructure, preferred stocks.• Demonstrated excellence in customer service and client support, generally via telephone. • Strong prioritization skills with the ability to plan and take initiative. • Problem solving abilities; includes the appropriate people in the decision－making process. |
| 受動喫煙対策 | 屋内禁煙 |
| 更新日 | 2024/05/27 |
| 求人番号 | 3564093 |
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