Responsibilities:

当社の行う金融商品取引業及び附随業務に係る顧客向けレポーティングの作成、送付及び保存に関する業務

• 金法・年金・サブアド・自社設定投信の定期及びアドホックレポート作成、データ作成
• 必要データの入手、現地との交渉、管理
• クライアント・リレーション業務（顧客からの照会対応）
• 債券及び株式のレポート作成
• その他上記に付随する業務

Qualifications:

• チームワーク（コミュニケーション・スキル）、協調性の高い方（バックアップを率先して引き受けることができる）
• セルフスターター
• マーケット知識、運用戦略知識（債券（特にクレジット）、株式、デリバティブなど）
• PCスキル（Excel VBAなど）

以下の点 については前向きに評価される経験・スキルです。

• 運用会社での関連業務経験3年程度以上
• 運用会社クライアントレポーティング部門での専門的経験を伸ばしたい、もしくは今後、当社においてその様なキャリア形成を目指したい方
• 運用報告書若しくは販売用資料向けのマーケット・コメント執筆経験
• バーゼル規制を含む金法向け規制対応レポート作成、リスクアセットレポート作成の経験
• 英語力中級以上（主にReading, WritingだがSpeakingも含む）
• BlackRock Aladdin, FactSet, T-Star GX, GX-BIS、T-Star TX, Bloomberg, My State Street経験者

Responsibilities:

Related to the preparation, delivery, and retention of client reporting associated with the company’s financial instruments business and ancillary operations:

• Preparation of periodic and ad-hoc reports, as well as data compilation, for Financial Instruments and Exchange Act (FIEA) accounts, pension funds, sub-advisory mandates, and proprietary investment trusts
• Acquisition of necessary data, negotiation and coordination with overseas offices, and data management
• Client relationship management, including responding to client inquiries
• Preparation of fixed income and equity fund reports
• Other related duties as required

Qualifications:

Required or Expected Experience and Skills:

• Strong teamwork and communication skills; highly cooperative and able to proactively provide backup support to colleagues
• Self-starter
• Knowledge of markets and investment strategies (such as fixed income—especially credit, equities, derivatives, etc.)
• PC skills (including Excel VBA, etc.)

The following experience/skills are positively evaluated:

• Approximately three or more years of relevant experience at an asset management company
• Desire to further develop specialized experience in client reporting at an asset management company, or intent to build such a career within our firm
• Experience in writing market commentary for investment reports or marketing materials is preferred
• Preparation of regulatory compliance reports (including those required by Basel regulations) and risk asset reports for FIEA-related clients
• Intermediate or higher level of English proficiency (mainly reading and writing, but speaking as well)
• Experience with BlackRock Aladdin, FactSet, T-Star GX, GX-BIS, T-Star TX, Bloomberg, or My State Street

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